2023 Form 5500 filing — The National Mutual Insurance Company 401(K) Savings 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 20241007160108NAL0016382593001) for The National Mutual Insurance Company 401(K) Savings Plan, reported by The National Mutual Insurance Company under EIN 34-4312510 and plan number 005. It reports 235 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$31.4MReported net assets$31,396,651
Participants235
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241007160108NAL0016382593001
Plan sponsor
The National Mutual Insurance Company
EIN
34-4312510
Plan number
005
Location
Celina, OH
Received date
not reported in the loaded dataset
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)$31.4M total assets
Net assets$31.4MLiabilities$0
Money in vs. money out
Total income / additions$6.6M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
EmployerNot reported
Participant$1.7M
Full reported line items
Total assets (EOY)
$31,396,651
Total liabilities (EOY)
$0
Net assets (EOY)
$31,396,651
Participant contributions
$1,692,347
Total income / additions
$6,583,637
Benefits paid
$1,064,108
Administrative expenses
$7,252
Total expenses
$1,071,360
Net increase / (decrease)
$5,512,277

Related Form 5500 pages