Plan Snapshot
- Plan Sponsor: National Association Of Mutual Insurance Companies
- Sponsor EIN: 350539460
- Sponsor Address: 3601 VINCENNES ROAD, INDIANAPOLIS, IN, 46268
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 2,027
- Total Assets: $3.1M
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 | 2,027 | $3.1M | $1.1M | $0 |
| 2023 | 2,066 | $3.1M | $1.1M | $0 |
| 2022 | 2,142 | $2.9M | $1.1M | $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 |
|---|---|---|---|---|
| L.M. HENDERSON & COMPANY, LLP | Other Service Provider | $24,100 | — | $24,100 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,100
- Estimated Expense Ratio: 0.778% 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 | $99,904 | $5,621 | — | $24,100 | — |
| 2023 | $73,496 | $5,438 | — | — | — |
| 2022 | $106,770 | $5,319 | — | — | $33,940 |