2023 Form 5500 filing — Motorists Mutual Retirement 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 20241001005428NAL0006224529001) for Motorists Mutual Retirement Plan, reported by Motorists Mutual Insurance Company under EIN 31-4259550 and plan number 001. It reports 358 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001005428NAL0006224529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Motorists Mutual Insurance Company
- EIN
- 31-4259550
- Plan number
- 001
- Location
- Columbus, OH
- Participants
- 358
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $71,283,022
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,283,022
- Total income / additions
- $6,620,588
- Benefits paid
- $2,642,461
- Administrative expenses
- $328,128
- Total expenses
- $2,970,589
- Net increase / (decrease)
- $3,649,999
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blackrock Inst. Trust Co. | NONE | $0 | $42,390 |
| United Bank | NONE | $18,702 | not reported in the loaded dataset |