Plan5500

Grinnell Mutual Retirement Plan — Form 5500 plan (Grinnell Mutual Reinsurance 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, Grinnell Mutual Retirement Plan is a benefit plan reported by Grinnell Mutual Reinsurance Company under EIN 42-0245990 and plan number 002. The latest loaded filing year is 2023. The filing reports 569 participants and $103,214,446 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Grinnell Mutual Reinsurance Company
EIN
42-0245990
Plan number
002
Plan type
2
Location
Grinnell, IA
Latest filing year
2023
Participants
569
End-of-year plan assets
$103,214,446

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023569H, C20240917085114NAL0002548481001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$103,214,446
Total liabilities (EOY)
$0
Net assets (EOY)
$103,214,446
Net assets (BOY)
$99,555,170

Income & contributions

Employer contributions
$0
Total contributions
$0
Total income / additions
$10,430,195

Expenses & distributions

Benefits paid
$6,487,891
Administrative expenses
$283,028
Total expenses
$6,770,919
Net increase / (decrease)
$3,659,276

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Trust CompanyNONE$283,028not reported in the loaded dataset2023

Related Form 5500 pages