Union Mutual Fire Insurance Company 401(K) Employee Savings Plan And Trust — Form 5500 plan (Union Mutual Fire Insurance Company)
Plain-English plan 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, Union Mutual Fire Insurance Company 401(K) Employee Savings Plan And Trust is a benefit plan reported by Union Mutual Fire Insurance Company under EIN 03-0163640 and plan number 002. The latest loaded filing year is 2023. The filing reports 128 participants and $35,152,119 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Union Mutual Fire Insurance Company
- EIN
- 03-0163640
- Plan number
- 002
- Plan type
- 2
- Location
- Montpelier, VT
- Latest filing year
- 2023
- Participants
- 128
- End-of-year plan assets
- $35,152,119
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 128 | H, C | 20240724123134NAL0007431443001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,152,119
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,152,119
- Net assets (BOY)
- $31,691,555
Income & contributions
- Employer contributions
- $1,050,071
- Participant contributions
- $806,707
- Total contributions
- $1,867,223
- Total income / additions
- $6,306,615
Expenses & distributions
- Benefits paid
- $2,783,547
- Administrative expenses
- $62,504
- Total expenses
- $2,846,051
- Net increase / (decrease)
- $3,460,564
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $62,504 | $897 | 2023 |