# Shelter Mutual Insurance Company DB Plan
Source: https://planprovider.pro/companies/shelter-mutual-insurance-company-plan-002

> Shelter Mutual Insurance Company's DB plan: 1,459 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|RETAINED BY EMPLOYER|$1,281,519|—|$1,281,519|

| APAX PARTNERS|RETAINED BY EMPLOYER|$1,004,658|—|$1,004,658|

| BAIRD CAPITAL|RETAINED BY EMPLOYER|$495,283|—|$495,283|

| PINEBRIDGE - LIMITED PARTNERSHIP|RETAINED BY EMPLOYER|$483,152|—|$483,152|

| JP MORGAN CHASE BANK|RETAINED BY EMPLOYER|$220,802|—|$220,802|

| HANCOCK CO-INVESTMENT PARTNERS L.P.|RETAINED BY EMPLOYER|$181,986|—|$181,986|

| BREP 10|RETAINED BY EMPLOYER|$166,959|—|$166,959|

| BREP 9|RETAINED BY EMPLOYER|$124,323|—|$124,323|

| AG ABC STRUCTURED NOTE-LP|RETAINED BY EMPLOYER|$25,755|—|$25,755|

| GS INV PARTNERS|RETAINED BY EMPLOYER|$21,681|—|$21,681|

| SHENKMAN CAPITAL MANAGEMENT, INC.|RETAINED BY EMPLOYER|$21,600|—|$21,600|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## 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|—|—|—|

## Similar Plans

- [Safety National Casualty Corporation](https://planprovider.pro/companies/safety-national-casualty-corporation-401k-plan) — 798 participants

- [Shelter Mutual Insurance Company](https://planprovider.pro/companies/shelter-mutual-insurance-company-401k-plan) — 2,184 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/shelter-mutual-insurance-company-plan-002)

© 2026 PlanProvider.Pro