Federated Mutual Insurance Company 401(K) Plan — Form 5500 plan (Federated 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, Federated Mutual Insurance Company 401(K) Plan is a benefit plan reported by Federated Mutual Insurance Company under EIN 41-0417460 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,446 participants and $671,430,330 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Federated Mutual Insurance Company
EIN
41-0417460
Plan number
002
Plan type
3
Location
Owatonna, MN
Latest filing year
2023
Participants
3,446
End-of-year plan assets
$671,430,330

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,446H, C20240712143813NAL0010112979001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$671,430,330
Total liabilities (EOY)
$0
Net assets (EOY)
$671,430,330
Net assets (BOY)
$578,159,504

Income & contributions

Employer contributions
$12,286,694
Participant contributions
$31,289,063
Total contributions
$50,867,116
Total income / additions
$152,183,181

Expenses & distributions

Benefits paid
$58,678,073
Administrative expenses
$234,976
Total expenses
$58,912,355
Net increase / (decrease)
$93,270,826

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$205,994$02023
Capfinancial Parters, LLCINVESTMENT ADVISOR$28,982not reported in the loaded dataset2023

Related Form 5500 pages