2023 Form 5500 filing — Brethren Mutual Insurance Company Employee 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 20241008103658NAL0034404258001) for Brethren Mutual Insurance Company Employee Retirement Plan, reported by Brethren Mutual Insurance Company under EIN 52-0254590 and plan number 001. It reports 113 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008103658NAL0034404258001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brethren Mutual Insurance Company
- EIN
- 52-0254590
- Plan number
- 001
- Location
- Hagerstown, MD
- Participants
- 113
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,049,768
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,049,768
- Employer contributions
- $800,000
- Total income / additions
- $3,299,457
- Benefits paid
- $1,413,866
- Administrative expenses
- $0
- Total expenses
- $1,413,866
- Net increase / (decrease)
- $1,885,591
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Investment Research Advis | INVESTMENT ADVISORY | $0 | $33,710 |
| Pensionmark Retirement Group | INVESTMENT ADVISORY | $0 | $8,202 |