Shelter Insurance Employees Retirement Plan — Form 5500 plan (Shelter 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, Shelter Insurance Employees Retirement Plan is a benefit plan reported by Shelter Mutual Insurance Company under EIN 43-0613000 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,534 participants and $615,994,610 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shelter Mutual Insurance Company
- EIN
- 43-0613000
- Plan number
- 002
- Plan type
- 2
- Location
- Columbia, MO
- Latest filing year
- 2023
- Participants
- 3,534
- End-of-year plan assets
- $615,994,610
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,534 | H, C | 20241011083930NAL0012294707001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $615,994,610
- Total liabilities (EOY)
- $413,953
- Net assets (EOY)
- $615,580,657
- Net assets (BOY)
- $605,114,870
Income & contributions
- Total contributions
- $0
- Total income / additions
- $37,676,792
Expenses & distributions
- Benefits paid
- $25,437,400
- Administrative expenses
- $1,773,605
- Total expenses
- $27,211,005
- Net increase / (decrease)
- $10,465,787
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Apax Partners | RETAINED BY EMPLOYER | $421,378 | not reported in the loaded dataset | 2023 |
| Hancock Co-Investment Partners L.P. | RETAINED BY EMPLOYER | $324,206 | not reported in the loaded dataset | 2023 |
| Baird Capital | RETAINED BY EMPLOYER | $313,267 | not reported in the loaded dataset | 2023 |
| Bsep | RETAINED BY EMPLOYER | $232,739 | not reported in the loaded dataset | 2023 |
| Jp Morgan Chase Bank | RETAINED BY EMPLOYER | $231,076 | not reported in the loaded dataset | 2023 |
| Pinebridge - Limited Partnership | RETAINED BY EMPLOYER | $168,347 | not reported in the loaded dataset | 2023 |
| Ag Abc Structured Note-Lp | RETAINED BY EMPLOYER | $56,450 | not reported in the loaded dataset | 2023 |
| Shenkman Capital Management, Inc. | RETAINED BY EMPLOYER | $20,839 | not reported in the loaded dataset | 2023 |
| Broad Street | RETAINED BY EMPLOYER | $5,304 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shelter Mutual Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Columbia, MO
- Apax Partners — Schedule C compensation
- Hancock Co-Investment Partners L.P. — Schedule C compensation
- Baird Capital — Schedule C compensation
- Bsep — Schedule C compensation
- Jp Morgan Chase Bank — Schedule C compensation
- Pinebridge - Limited Partnership — Schedule C compensation
- Ag Abc Structured Note-Lp — Schedule C compensation
- Shenkman Capital Management, Inc. — Schedule C compensation
- Broad Street — Schedule C compensation