Grinnell Mutual Savings And Investment 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 Savings And Investment Plan is a benefit plan reported by Grinnell Mutual Reinsurance Company under EIN 42-0245990 and plan number 003. The latest loaded filing year is 2023. The filing reports 985 participants and $134,704,271 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
- 003
- Plan type
- 2
- Location
- Grinnell, IA
- Latest filing year
- 2023
- Participants
- 985
- End-of-year plan assets
- $134,704,271
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 985 | H, C | 20240913091752NAL0004977571001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $134,704,271
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $134,704,271
- Net assets (BOY)
- $119,030,096
Income & contributions
- Employer contributions
- $1,668,312
- Participant contributions
- $6,934,601
- Total contributions
- $8,965,206
- Total income / additions
- $28,653,039
Expenses & distributions
- Benefits paid
- $12,895,923
- Administrative expenses
- $82,941
- Total expenses
- $12,978,864
- Net increase / (decrease)
- $15,674,175
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $82,850 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |