2023 Form 5500 filing — Bear River Mutual Insurance Company Profit Sharing Plan 401(K)
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 20240930125706NAL0011184530001) for Bear River Mutual Insurance Company Profit Sharing Plan 401(K), reported by Bear River Mutual Insurance Company under EIN 87-0114580 and plan number 002. It reports 148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930125706NAL0011184530001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bear River Mutual Insurance Company
- EIN
- 87-0114580
- Plan number
- 002
- Location
- Murray, UT
- Participants
- 148
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,399,410
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,399,410
- Employer contributions
- $364,636
- Participant contributions
- $1,030,674
- Total income / additions
- $3,971,080
- Benefits paid
- $772,368
- Administrative expenses
- $4,718
- Total expenses
- $777,086
- Net increase / (decrease)
- $3,193,994
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $506 | $0 |