2023 Form 5500 filing — Church Mutual Salary Savings Plan And Trust (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 20241015103853NAL0014415491001) for Church Mutual Salary Savings Plan And Trust (401(K) Plan), reported by Church Mutual Insurance Company, S.I. under EIN 39-0712210 and plan number 002. It reports 1,502 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)$170.6MReported net assets$170,600,878
Participants1.5K1,502
Provider compensation$126.9K2 Schedule C row(s)$126,902
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015103853NAL0014415491001
Plan sponsor
Church Mutual Insurance Company, S.I.
EIN
39-0712210
Plan number
002
Location
Merrill, WI
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)$170.6M total assets
Net assets$170.6MLiabilities$0
Money in vs. money out
Total income / additions$41.1M
Total expenses$18.7M
Benefits paid / distributions$18.5M
Contributions
Employer$5.4M
Participant$9.7M
Full reported line items
Total assets (EOY)
$170,600,878
Total liabilities (EOY)
$0
Net assets (EOY)
$170,600,878
Employer contributions
$5,397,129
Participant contributions
$9,708,236
Total income / additions
$41,135,942
Benefits paid
$18,545,556
Administrative expenses
$126,902
Total expenses
$18,672,458
Net increase / (decrease)
$22,463,484

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Insurance Company ORECORDKEEPER$82,787$0
Spectrum Investment Advisors IncINVESTMENT ADVISOR$44,115not reported in the loaded dataset

Related Form 5500 pages