# Ismie Mutual Insurance Company 401(k) Plan
Source: https://planprovider.pro/companies/ismie-mutual-insurance-company-plan-001

> Ismie Mutual Insurance Company's 401(k) plan: 192 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 362883612

- **Sponsor Address:** 20 NORTH MICHIGAN AVENUE, CHICAGO, IL, 606024822

- **Plan Type:** 401(k)

- **Total Participants:** 192

- **Total Assets:** $110.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|192|$110.5M|$1.7M|$2.5M|

| 2023|194|$111.8M|$1.5M|$2.4M|

| 2022|201|$100.2M|$1.8M|$2.3M|

## 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|

| CERITY PARTNERS, LLC.|ADVISOR|$57,007|—|$57,007|

| JOHN HANCOCK LIFE INSURANCE COMPANY|RECORDKEEPER|$32,874|—|$32,874|

| ERNST & YOUNG LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JOHN HANCOCK LIFE INSURANCE COMPANY](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [ERNST & YOUNG LLP](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $89,881

- **Estimated Expense Ratio:** 0.081% 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|$89,881|$57,007|$32,874|—|—|

| 2023|$96,766|$73,111|—|—|—|

| 2022|$83,045|$76,077|—|—|—|

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