# Bear River Mutual Insurance Company DB Plan
Source: https://planprovider.pro/companies/bear-river-mutual-insurance-company-plan

> Bear River Mutual Insurance Company&#39;s DB plan: 113 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bear River Mutual Insurance Company

- **Sponsor EIN:** 870114580

- **Sponsor Address:** 778 E WINCHESTER ST, P.O BOX 571310, MURRAY, UT, 841571310

- **Plan Type:** DB

- **Total Participants:** 113

- **Total Assets:** $12.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|113|$12.1M|$0|$0|

| 2023|91|$11.5M|$1.0M|$0|

| 2022|78|$11.3M|$1.0M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| L.M. HENDERSON & COMPANY, LLC|Auditor|$11,000|—|$11,000|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $11,000

- **Estimated Expense Ratio:** 0.091% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$77,667|$16,637|—|$11,000|—|

| 2023|$70,732|$16,152|—|$10,600|—|

| 2022|$75,433|$15,682|—|—|$38,807|

## Similar Plans

- [Cadence Innovations Group, INC.](https://planprovider.pro/companies/cadence-innovations-group-inc-401k-plan) — 182 participants

- [Motivhealth Insurance Company](https://planprovider.pro/companies/motivhealth-insurance-company-plan-001) — 198 participants

- [Corbett Leasing & Investment Company](https://planprovider.pro/companies/corbett-leasing-investment-company-plan) — 1 participants

- [Medical Review Institute Of America](https://planprovider.pro/companies/medical-review-institute-of-america-401k-plan) — 513 participants

- [Wc Administrators, LLC](https://planprovider.pro/companies/wc-administrators-llc-401k-plan) — 632 participants

- [Deseret Mutual Benefit Administrators](https://planprovider.pro/companies/deseret-mutual-benefit-administrators-plan-001) — 9,784 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bear-river-mutual-insurance-company-plan)

&copy; 2026 PlanProvider.Pro
