Plan Snapshot
- Plan Sponsor: Shelter Mutual Insurance Company
- Sponsor EIN: 430613000
- Sponsor Address: 1817 WEST BROADWAY, COLUMBIA, MO, 652180001
- Plan Type: DB
- Total Participants: 1,459
- Total Assets: $596.5M
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 | 1,459 | $596.5M | $0 | $0 |
| 2023 | 1,558 | $616.0M | $0 | $0 |
| 2022 | 1,692 | $605.2M | $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 |
|---|---|---|---|---|
| OAK TREE | Other Service Provider | $1,281,519 | — | $1,281,519 |
| APAX PARTNERS | Other Service Provider | $1,004,658 | — | $1,004,658 |
| BAIRD CAPITAL | Other Service Provider | $495,283 | — | $495,283 |
| PINEBRIDGE - LIMITED PARTNERSHIP | Other Service Provider | $483,152 | — | $483,152 |
| JP MORGAN CHASE BANK | Other Service Provider | $220,802 | — | $220,802 |
| HANCOCK CO-INVESTMENT PARTNERS L.P. | Other Service Provider | $181,986 | — | $181,986 |
| BREP 10 | Other Service Provider | $166,959 | — | $166,959 |
| BREP 9 | Other Service Provider | $124,323 | — | $124,323 |
| AG ABC STRUCTURED NOTE-LP | Other Service Provider | $25,755 | — | $25,755 |
| GS INV PARTNERS | Other Service Provider | $21,681 | — | $21,681 |
| SHENKMAN CAPITAL MANAGEMENT, INC. | Other Service Provider | $21,600 | — | $21,600 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,027,718
- Estimated Expense Ratio: 0.675% 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 | $4,027,271 | $4,027,271 | — | — | — |
| 2023 | $1,773,605 | $1,773,605 | — | — | — |
| 2022 | $2,208,423 | $2,208,423 | — | — | — |