2023 Form 5500 filing — Brotherhood Mutual Insurance Company 401(K) 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 20241011080950NAL0022386961001) for Brotherhood Mutual Insurance Company 401(K) Plan, reported by Brotherhood Mutual Insurance Company under EIN 35-0198580 and plan number 002. It reports 723 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$75.9MReported net assets$75,884,865
Participants723
Provider compensation$10.7K2 Schedule C row(s)$10,717
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011080950NAL0022386961001
Plan sponsor
Brotherhood Mutual Insurance Company
EIN
35-0198580
Plan number
002
Location
Fort Wayne, IN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$75.9M total assets
Net assets$75.9MLiabilities$0
Money in vs. money out
Total income / additions$19.7M
Total expenses$4.7M
Benefits paid / distributions$4.6M
Contributions
Employer$3.2M
Participant$4M
Full reported line items
Total assets (EOY)
$75,884,865
Total liabilities (EOY)
$0
Net assets (EOY)
$75,884,865
Employer contributions
$3,188,555
Participant contributions
$4,007,296
Total income / additions
$19,735,963
Benefits paid
$4,627,047
Administrative expenses
$10,667
Total expenses
$4,651,320
Net increase / (decrease)
$15,084,643
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $24.3K
  2. 2
    RECORDKEEPER · Direct -$13.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011080950NAL0022386961001 cover?
It is the 2023 Form 5500 filing for Brotherhood Mutual Insurance Company 401(K) Plan, reported by Brotherhood Mutual Insurance Company (EIN 35-0198580).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages