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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $4,027,271 | $4,027,271 | — | — | — |
| 2023 | $1,773,605 | $1,773,605 | — | — | — |
| 2022 | $2,208,423 | $2,208,423 | — | — | — |