Plan Snapshot
- Plan Sponsor: Rural Mutual Insurance Company
- Sponsor EIN: 390271985
- Sponsor Address: 1241 JOHN Q HAMMONS DR STE 200, MADISON, WI, 537171929
- Plan Type: DB
- Total Participants: 57
- Total Assets: $47.1M
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 | 57 | $47.1M | $0 | $0 |
| 2023 | 63 | $50.5M | $600,000 | $0 |
| 2022 | 74 | $48.6M | $1.8M | $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 |
|---|---|---|---|---|
| CLIFTONLARSONANDERSON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONANDERSON LLP — 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 |
|---|---|---|---|---|---|
| 2024 | $271,533 | — | — | — | — |
| 2023 | $308,167 | $118,555 | — | — | — |
| 2022 | $415,437 | $158,268 | — | — | — |