Plan Snapshot
- Plan Sponsor: Physicians Mutual Insurance Company
- Sponsor EIN: 470270450
- Sponsor Address: 2600 DODGE STREET, OMAHA, NE, 681312671
- Plan Type: DB
- 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. |
|---|---|---|---|---|
| 2025 | 5 | $27.1M | $0 | $0 |
| 2024 | 8 | $27.8M | $0 | $0 |
| 2023 | 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 |
|---|---|---|---|---|
| LUTZ | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUTZ — Auditor
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 |
|---|---|---|---|---|---|
| 2025 | $22,281 | $10,969 | — | — | — |
| 2024 | $21,901 | $11,149 | — | — | — |
| 2023 | $38,516 | $28,572 | — | — | — |