# Physicians Mutual Insurance Company DB Plan
Source: https://planprovider.pro/companies/physicians-mutual-insurance-company-470270450-003

> Physicians Mutual Insurance Company's DB plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 470270450

- **Sponsor Address:** 2600 DODGE STREET, OMAHA, NE, 681312671

- **Plan Type:** DB

- **Plan Number:** 003

- **Total Participants:** 5

- **Total Assets:** $27.1M

## 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|5|$27.1M|$0|$0|

| 2023|8|$27.8M|$0|$0|

| 2022|14|$28.5M|$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|

| CHARLES SCHWAB|Recordkeeper|$10,969|—|$10,969|

### Verified Provider Profiles

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

- [CHARLES SCHWAB](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $10,969

- **Estimated Expense Ratio:** 0.040% 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|$22,281|$10,969|—|—|—|

| 2023|$21,901|$11,149|—|—|—|

| 2022|$38,516|$28,572|—|—|—|

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