Plan Snapshot
- Plan Sponsor: Employers Mutual Casualty Company
- Sponsor EIN: 420234980
- Sponsor Address: 717 MULBERRY STREET, DES MOINES, IA, 503093810
- Plan Type: DB
- Total Participants: 1,878
- Total Assets: $361.8M
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 | 1,878 | $361.8M | $0 | $0 |
| 2023 | 1,908 | $346.7M | $0 | $0 |
| 2022 | 1,835 | $320.7M | $0 | $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 |
|---|---|---|---|---|
| PRUDENTIAL LIFE INSURANCE CO | NONE | $92,088 | — | $92,088 |
| EMPOWER ANNUITY INSURANCE COMPANY | NONE | $28,144 | — | $28,144 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRUDENTIAL LIFE INSURANCE CO — NONE
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $120,232
- Estimated Expense Ratio: 0.033% 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 | $480,159 | $480,159 | — | — | — |
| 2023 | $394,453 | — | $352,547 | — | — |
| 2022 | $284,296 | — | $252,421 | — | $31,875 |