Plan Snapshot
- Plan Sponsor: Brotherhood Mutual Insurance Company
- Sponsor EIN: 350198580
- Sponsor Address: P.O. BOX 2227, FORT WAYNE, IN, 468012227
- Plan Type: 401(k)
- Total Participants: 649
- Total Assets: $86.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 649 | $86.1M | $3.5M | $4.4M |
| 2023 | 649 | $75.9M | $3.2M | $4.0M |
| 2022 | 617 | $60.8M | $2.9M | $3.7M |
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 |
|---|---|---|---|---|
| JOHNSON LAMBERT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHNSON LAMBERT LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $12,018 | $27,570 | — | — | — |
| 2023 | $10,667 | $24,309 | — | — | — |
| 2022 | $15,438 | $26,376 | — | — | — |