Plan Snapshot
- Plan Sponsor: Mutual Insurance Company Of Arizona
- Sponsor EIN: 860312181
- Sponsor Address: 2602 EAST THOMAS ROAD, PHOENIX, AZ, 85016
- Plan Type: DB
- Total Participants: 76
- Total Assets: $33.0M
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 | 76 | $33.0M | $0 | $0 |
| 2023 | 69 | $34.3M | $0 | $0 |
| 2022 | 76 | $37.4M | $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 |
|---|---|---|---|---|
| MANSPERGER PATTERSON& MCMULLIN, PL | Auditor | — | — | $0 |
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 | $108,788 | — | — | — | — |
| 2023 | $81,223 | $62,563 | — | — | — |
| 2022 | $82,848 | $63,024 | — | — | — |