Plan5500

Employers Mutual Casualty Company 401(K) Savings Plan — Form 5500 plan (Employers Mutual Casualty 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, Employers Mutual Casualty Company 401(K) Savings Plan is a benefit plan reported by Employers Mutual Casualty Company under EIN 42-0234980 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,061 participants and $524,924,804 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$524.9MPlan net assets, end of year$524,924,804
Participants3.1KCovered participants reported3,061
Assets / participant$171.5KComputed: assets ÷ participants$171,488 (computed)
Provider compensation$243.8K1 Schedule C provider row(s)$243,822
Plan sponsor
Employers Mutual Casualty Company
EIN
42-0234980
Plan number
002
Plan type
3
Location
Des Moines, IA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    3,061 participants · 3Sch HSch C
    View filing →
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)$524.9M total assets
Net assets$524.9MLiabilities$0
Money in vs. money out
Total income / additions$106.4M
Total expenses$47.9M
Benefits paid / distributions$47.6M
Contributions
Employer$8.4M
Participant$22.6M
Full reported line items

Net assets

Total assets (EOY)
$524,924,804
Total liabilities (EOY)
$0
Net assets (EOY)
$524,924,804
Net assets (BOY)
$466,427,463

Income & contributions

Employer contributions
$8,417,753
Participant contributions
$22,564,740
Total contributions
$35,577,645
Total income / additions
$106,398,525

Expenses & distributions

Benefits paid
$47,607,545
Administrative expenses
$293,639
Total expenses
$47,901,184
Net increase / (decrease)
$58,497,341
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.

Contribution share (employer vs. participant)
Employer 27%Participant 73%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income45%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Annuity Insurance Company O$243.8K
    RECORDKEEPER · Direct $243.8K · Indirect $0

Related Form 5500 pages