2023 Form 5500 filing — Physicians Mutual Insurance Company Pension And Benefit 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 20241126163541NAL0003726851001) for Physicians Mutual Insurance Company Pension And Benefit Plan, reported by Physicians Mutual Insurance Company under EIN 47-0270450 and plan number 003. It reports 113 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)$27.8MReported net assets$27,757,221
Participants113
Provider compensation$11.1K1 Schedule C row(s)$11,149
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241126163541NAL0003726851001
Plan sponsor
Physicians Mutual Insurance Company
EIN
47-0270450
Plan number
003
Location
Omaha, NE
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)$27.8M total assets
Net assets$27.8MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$2.4M
Benefits paid / distributions$2.4M
Full reported line items
Total assets (EOY)
$27,757,221
Total liabilities (EOY)
$0
Net assets (EOY)
$27,757,221
Total income / additions
$1,722,697
Benefits paid
$2,417,053
Administrative expenses
$21,901
Total expenses
$2,438,954
Net increase / (decrease)
-$716,257
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT PROVIDER · Direct $11.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241126163541NAL0003726851001 cover?
It is the 2023 Form 5500 filing for Physicians Mutual Insurance Company Pension And Benefit Plan, reported by Physicians Mutual Insurance Company (EIN 47-0270450).
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