Utica Mutual Insurance Company Employee Profit Sharing And Investment Plan — Form 5500 plan (Utica Mutual 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, Utica Mutual Insurance Company Employee Profit Sharing And Investment Plan is a benefit plan reported by Utica Mutual Insurance Company under EIN 15-0476880 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,914 participants and $320,688,991 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Utica Mutual Insurance Company
- EIN
- 15-0476880
- Plan number
- 001
- Plan type
- 2
- Location
- New Hartford, NY
- Latest filing year
- 2023
- Participants
- 1,914
- End-of-year plan assets
- $320,688,991
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,914 | H, C | 20241014074618NAL0012981811001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $320,688,991
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $320,688,991
- Net assets (BOY)
- $277,509,910
Income & contributions
- Employer contributions
- $8,424,376
- Participant contributions
- $11,684,171
- Total contributions
- $23,348,733
- Total income / additions
- $68,201,625
Expenses & distributions
- Benefits paid
- $24,628,517
- Administrative expenses
- $394,027
- Total expenses
- $25,022,544
- Net increase / (decrease)
- $43,179,081
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $135,160 | $0 | 2023 |
| Vanguard Advisers Inc. | NONE | $118,053 | not reported in the loaded dataset | 2023 |
| Captrust | NONE | $93,000 | not reported in the loaded dataset | 2023 |
| Hunton Andrews Kurth Llp | NONE | $44,004 | not reported in the loaded dataset | 2023 |
| Fitzgerald Depietro & Wojnas | NONE | $13,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Utica Mutual Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New Hartford, NY
- The Vanguard Group, Inc. — Schedule C compensation
- Vanguard Advisers Inc. — Schedule C compensation
- Captrust — Schedule C compensation
- Hunton Andrews Kurth Llp — Schedule C compensation
- Fitzgerald Depietro & Wojnas — Schedule C compensation