Pemco 401(K) Plan — Form 5500 plan (Pemco 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, Pemco 401(K) Plan is a benefit plan reported by Pemco Mutual Insurance Company under EIN 91-6028851 and plan number 001. The latest loaded filing year is 2023. The filing reports 747 participants and $245,264,412 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pemco Mutual Insurance Company
EIN
91-6028851
Plan number
001
Plan type
2
Location
Seattle, WA
Latest filing year
2023
Participants
747
End-of-year plan assets
$245,264,412

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023747H, C20240925115729NAL0025341040001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$245,264,412
Total liabilities (EOY)
$314
Net assets (EOY)
$245,264,098
Net assets (BOY)
$210,111,743

Income & contributions

Employer contributions
$6,423,790
Participant contributions
$6,190,451
Total contributions
$12,948,506
Total income / additions
$53,157,333

Expenses & distributions

Benefits paid
$17,916,379
Administrative expenses
$90,273
Total expenses
$18,004,978
Net increase / (decrease)
$35,152,355

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Multnomah Group IncINVESTMENT ADVISOR$36,420not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$31,886$02023
Clark Nuber P.S.ACCOUNTANT/AUDITOR$22,000not reported in the loaded dataset2023

Related Form 5500 pages