# Brethren Mutual Insurance Company DB Plan
Source: https://planprovider.pro/companies/brethren-mutual-insurance-company-plan-001

> Brethren Mutual Insurance Company's DB plan: 49 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Brethren Mutual Insurance Company

- **Sponsor EIN:** 520254590

- **Sponsor Address:** 149 N. EDGEWOOD DR., HAGERSTOWN, MD, 217406503

- **Plan Type:** DB

- **Total Participants:** 49

- **Total Assets:** $15.8M

## 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|49|$15.8M|$0|$0|

| 2023|56|$15.0M|$800,000|$0|

| 2022|57|$13.2M|$1.1M|$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|

| CAMBRIDGE INVESTMENT RESEARCH ADVIS|INVESTMENT ADVISORY|—|$37,926|$37,926|

| BUFFAMANTE WHIPPLE BUTTAFARO, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BUFFAMANTE WHIPPLE BUTTAFARO, P.C.](https://planprovider.pro/provider/buffamante-whipple-buttafaro-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $37,926

- **Estimated Expense Ratio:** 0.239% 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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