Mutual Benefit Association Insurance Fund — Form 5500 plan (Mutual Benefit Association Insurance Fund)

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, Mutual Benefit Association Insurance Fund is a benefit plan reported by Mutual Benefit Association Insurance Fund under EIN 31-0386645 and plan number 501. The latest loaded filing year is 2023. The filing reports 598 participants and $149,720 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mutual Benefit Association Insurance Fund
EIN
31-0386645
Plan number
501
Plan type
2
Location
Cincinnati, OH
Latest filing year
2023
Participants
598
End-of-year plan assets
$149,720

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023598H, C20240918142650NAL0002642419001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$149,720
Total liabilities (EOY)
$0
Net assets (EOY)
$149,720
Net assets (BOY)
$163,282

Income & contributions

Total contributions
$0
Total income / additions
$3,208

Expenses & distributions

Benefits paid
$0
Administrative expenses
$16,770
Total expenses
$16,770
Net increase / (decrease)
-$13,562

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kelley Galloway Smith Goolsby PscNONE$8,500not reported in the loaded dataset2023

Related Form 5500 pages