2023 Form 5500 filing — Physicians Mutual Defined Contribution Retirement Plan And Trust

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 20240918090524NAL0004068465001) for Physicians Mutual Defined Contribution Retirement Plan And Trust, reported by Physicans Mutual Insurance Company Physicians Life Insurance Company under EIN 47-0270450 and plan number 002. It reports 1,500 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$244MReported net assets$244,035,722

Participants1.5K1,500

Provider compensation$260.7K2 Schedule C row(s)$260,725

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240918090524NAL0004068465001
Plan sponsor: Physicans Mutual Insurance Company Physicians Life Insurance Company
EIN: 47-0270450
Plan number: 002
Location: Omaha, NE
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$244M total assets

Net assets$244MLiabilities$0

Money in vs. money out

Total income / additions$46.9M

Total expenses$17.2M

Benefits paid / distributions$16.9M

Contributions

Employer$4M

Participant$7.4M

Full reported line items

Total assets (EOY): $244,035,722
Total liabilities (EOY): $0
Net assets (EOY): $244,035,722
Employer contributions: $4,009,291
Participant contributions: $7,422,873
Total income / additions: $46,930,013
Benefits paid: $16,921,749
Administrative expenses: $256,304
Total expenses: $17,182,061
Net increase / (decrease): $29,747,952

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
The Vanguard Group, Inc.$133.7K
NONE · Direct $133.7K · Indirect $0
2
Vanguard Advisers Inc.$127K
NONE · Direct $127K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240918090524NAL0004068465001 cover?: It is the 2023 Form 5500 filing for Physicians Mutual Defined Contribution Retirement Plan And Trust, reported by Physicans Mutual Insurance Company Physicians Life Insurance Company (EIN 47-0270450).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).