2023 Form 5500 filing — Bear River Mutual Insurance Company Defined Benefit 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 20240930114634NAL0010082240001) for Bear River Mutual Insurance Company Defined Benefit Plan, reported by Bear River Mutual Insurance Company under EIN 87-0114580 and plan number 001. It reports 121 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930114634NAL0010082240001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bear River Mutual Insurance Company
- EIN
- 87-0114580
- Plan number
- 001
- Location
- Murray, UT
- Participants
- 121
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,484,635
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,484,635
- Employer contributions
- $1,000,000
- Total income / additions
- $2,450,095
- Benefits paid
- $2,235,187
- Administrative expenses
- $70,732
- Total expenses
- $2,305,919
- Net increase / (decrease)
- $144,176
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus, LLC | NONE | $34,375 | not reported in the loaded dataset |
| The Concord Advisory Group, Ltd. | NONE | $16,152 | not reported in the loaded dataset |
| L.M. Henderson & Company, LLC | NONE | $10,600 | not reported in the loaded dataset |
| Pnc | NONE | $9,037 | not reported in the loaded dataset |
| Dimensional Fund Advisors Lp | NONE | $0 | $6,657 |