# National Association Of Mutual Insurance Companies Health & Welfare Plan
Source: https://planprovider.pro/companies/national-association-of-mutual-insurance-companies-350539460-501

> National Association Of Mutual Insurance Companies's Health & Welfare plan: 2,027 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** National Association Of Mutual Insurance Companies

- **Sponsor EIN:** 350539460

- **Sponsor Address:** 3601 VINCENNES ROAD, INDIANAPOLIS, IN, 46268

- **Plan Type:** Health & Welfare

- **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|

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