2023 Form 5500 filing — The National Mutual Insurance Company Money Purchase Pension 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 20241007160137NAL0032298754001) for The National Mutual Insurance Company Money Purchase Pension Plan, reported by The National Mutual Insurance Company under EIN 34-4312510 and plan number 004. It reports 212 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$24.9MReported net assets$24,948,289
Participants212
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241007160137NAL0032298754001
Plan sponsor
The National Mutual Insurance Company
EIN
34-4312510
Plan number
004
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)$24.9M total assets
Net assets$24.9MLiabilities$0
Money in vs. money out
Total income / additions$4.3M
Total expenses$1M
Benefits paid / distributions$1M
Contributions
Employer$997.8K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$24,948,289
Total liabilities (EOY)
$0
Net assets (EOY)
$24,948,289
Employer contributions
$997,798
Total income / additions
$4,271,259
Benefits paid
$1,023,231
Administrative expenses
$6,363
Total expenses
$1,029,594
Net increase / (decrease)
$3,241,665

Related Form 5500 pages