2023 Form 5500 filing — Federated Mutual Insurance Company 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240712143813NAL0010112979001) for Federated Mutual Insurance Company 401(K) Plan, reported by Federated Mutual Insurance Company under EIN 41-0417460 and plan number 002. It reports 3,446 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240712143813NAL0010112979001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Federated Mutual Insurance Company
- EIN
- 41-0417460
- Plan number
- 002
- Location
- Owatonna, MN
- Participants
- 3,446
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $671,430,330
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $671,430,330
- Employer contributions
- $12,286,694
- Participant contributions
- $31,289,063
- Total income / additions
- $152,183,181
- Benefits paid
- $58,678,073
- Administrative expenses
- $234,976
- Total expenses
- $58,912,355
- Net increase / (decrease)
- $93,270,826
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $205,994 | $0 |
| Capfinancial Parters, LLC | INVESTMENT ADVISOR | $28,982 | not reported in the loaded dataset |