# Mutual Benefit Insurance Company DC Plan
Source: https://planprovider.pro/companies/mutual-benefit-insurance-company-plan-002

> Mutual Benefit Insurance Company's DC plan: 112 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 236200024

- **Sponsor Address:** 409 PENN STREET, HUNTINGDON, PA, 16652

- **Plan Type:** DC

- **Total Participants:** 112

- **Total Assets:** $29.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **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|112|$29.9M|$493,776|$868,437|

| 2023|110|$27.1M|$537,533|$985,808|

| 2022|144|$24.2M|$616,093|$1.1M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$68,006|—|$68,006|

| CAMBRIDGE INVESTMENT RESEARCH ADVIS|INVESTMENT ADVISORY|—|$50,147|$50,147|

| BROWN PLUS ACCOUNTANTS AND ADVISORS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BROWN PLUS ACCOUNTANTS AND ADVISORS](https://planprovider.pro/provider/brown-plus) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $118,153

- **Estimated Expense Ratio:** 0.395% 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|$68,007|—|$68,007|—|—|

| 2023|$72,437|—|$72,437|—|—|

| 2022|$74,115|—|$74,115|—|—|

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