Plan Snapshot
- Plan Sponsor: State Volunteer Mutual Insurance Co
- Sponsor EIN: 620965320
- Sponsor Address: 5005 MARYLAND WAY, BRENTWOOD, TN, 37027
- Plan Type: DB
- Total Participants: 105
- Total Assets: $56.8M
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 | 105 | $56.8M | $0 | $0 |
| 2023 | 106 | $52.9M | $0 | $0 |
| 2022 | 109 | $46.9M | $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 |
|---|---|---|---|---|
| ERNST & YOUNG | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST & YOUNG — 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 | $21,661 | $13,261 | — | — | — |
| 2023 | $31,125 | $25,750 | — | — | — |
| 2022 | $36,250 | $25,000 | — | — | $11,250 |