Brethren Mutual Insurance Company Employee Retirement Plan — Form 5500 plan (Brethren 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, Brethren Mutual Insurance Company Employee Retirement Plan is a benefit plan reported by Brethren Mutual Insurance Company under EIN 52-0254590 and plan number 001. The latest loaded filing year is 2023. The filing reports 113 participants and $15,049,768 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brethren Mutual Insurance Company
- EIN
- 52-0254590
- Plan number
- 001
- Plan type
- 2
- Location
- Hagerstown, MD
- Latest filing year
- 2023
- Participants
- 113
- End-of-year plan assets
- $15,049,768
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 113 | H, C | 20241008103658NAL0034404258001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,049,768
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,049,768
- Net assets (BOY)
- $13,164,177
Income & contributions
- Employer contributions
- $800,000
- Total contributions
- $800,000
- Total income / additions
- $3,299,457
Expenses & distributions
- Benefits paid
- $1,413,866
- Administrative expenses
- $0
- Total expenses
- $1,413,866
- Net increase / (decrease)
- $1,885,591
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cambridge Investment Research Advis | INVESTMENT ADVISORY | $0 | $33,710 | 2023 |
| Pensionmark Retirement Group | INVESTMENT ADVISORY | $0 | $8,202 | 2023 |