Plan5500

Mica Retirement Plan — Form 5500 plan (Mutual Insurance Company Of Arizona)

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, Mica Retirement Plan is a benefit plan reported by Mutual Insurance Company Of Arizona under EIN 86-0312181 and plan number 002. The latest loaded filing year is 2023. The filing reports 149 participants and $34,253,596 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mutual Insurance Company Of Arizona
EIN
86-0312181
Plan number
002
Plan type
2
Location
Phoenix, AZ
Latest filing year
2023
Participants
149
End-of-year plan assets
$34,253,596

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023149H, C20241121170137NAL0000351779001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,253,596
Total liabilities (EOY)
$0
Net assets (EOY)
$34,253,596
Net assets (BOY)
$37,360,714

Income & contributions

Total contributions
$0
Total income / additions
$4,100,562

Expenses & distributions

Benefits paid
$7,126,457
Administrative expenses
$81,223
Total expenses
$7,207,680
Net increase / (decrease)
-$3,107,118

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
VanguardINVEST. MANAGER & TRUSTE$81,223not reported in the loaded dataset2023

Related Form 5500 pages