Society Insurance 401(K) Profit Sharing Plan — Form 5500 plan (Society Insurance, A Mutual 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, Society Insurance 401(K) Profit Sharing Plan is a benefit plan reported by Society Insurance, A Mutual Company under EIN 39-0711880 and plan number 002. The latest loaded filing year is 2023. The filing reports 428 participants and $100,727,013 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Society Insurance, A Mutual Company
- EIN
- 39-0711880
- Plan number
- 002
- Plan type
- 2
- Location
- Fond Du Lac, WI
- Latest filing year
- 2023
- Participants
- 428
- End-of-year plan assets
- $100,727,013
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 428 | H, C | 20240922211239NAL0019116624001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $100,727,013
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $100,727,013
- Net assets (BOY)
- $87,609,520
Income & contributions
- Employer contributions
- $2,565,621
- Participant contributions
- $3,431,965
- Total contributions
- $6,401,693
- Total income / additions
- $20,327,739
Expenses & distributions
- Benefits paid
- $7,118,667
- Administrative expenses
- $91,579
- Total expenses
- $7,210,246
- Net increase / (decrease)
- $13,117,493
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $91,579 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Society Insurance, A Mutual Company
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Fond Du Lac, WI
- Principal Life Insurance Company — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation