2023 Form 5500 filing — Mica 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 20241121170137NAL0000351779001) for Mica Retirement Plan, reported by Mutual Insurance Company Of Arizona under EIN 86-0312181 and plan number 002. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241121170137NAL0000351779001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mutual Insurance Company Of Arizona
- EIN
- 86-0312181
- Plan number
- 002
- Location
- Phoenix, AZ
- Participants
- 149
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,253,596
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,253,596
- Total income / additions
- $4,100,562
- Benefits paid
- $7,126,457
- Administrative expenses
- $81,223
- Total expenses
- $7,207,680
- Net increase / (decrease)
- -$3,107,118
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard | INVEST. MANAGER & TRUSTE | $81,223 | not reported in the loaded dataset |