The National Mutual Insurance Company 401(K) Savings Plan — Form 5500 plan (The National 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, The National Mutual Insurance Company 401(K) Savings Plan is a benefit plan reported by The National Mutual Insurance Company under EIN 34-4312510 and plan number 005. The latest loaded filing year is 2023. The filing reports 235 participants and $31,396,651 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$31.4MPlan net assets, end of year$31,396,651
Participants235Covered participants reported
Assets / participant$133.6KComputed: assets ÷ participants$133,603 (computed)
Provider compensationNone reported
Plan sponsor
The National Mutual Insurance Company
EIN
34-4312510
Plan number
005
Plan type
2
Location
Celina, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023235H20241007160108NAL0016382593001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$31.4M total assets
Net assets$31.4MLiabilities$0
Money in vs. money out
Total income / additions$6.6M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
EmployerNot reported
Participant$1.7M
Full reported line items

Net assets

Total assets (EOY)
$31,396,651
Total liabilities (EOY)
$0
Net assets (EOY)
$31,396,651
Net assets (BOY)
$25,884,374

Income & contributions

Participant contributions
$1,692,347
Total contributions
$2,149,941
Total income / additions
$6,583,637

Expenses & distributions

Benefits paid
$1,064,108
Administrative expenses
$7,252
Total expenses
$1,071,360
Net increase / (decrease)
$5,512,277
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income16%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages