Plan Snapshot
- Plan Sponsor: Union Mutual Fire Insurance Company
- Sponsor EIN: 030163640
- Sponsor Address: 139 STATE STREET, MONTPELIER, VT, 056010158
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $38.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 100 | $38.0M | $1.3M | $930,275 |
| 2023 | 94 | $35.2M | $1.1M | $806,707 |
| 2022 | 93 | $31.7M | $1.0M | $806,255 |
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 |
|---|---|---|---|---|
| MCSOLEY MCCOY & CO | Auditor | — | — | $0 |
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 | $34,407 | — | $34,407 | — | — |
| 2023 | $62,504 | — | $62,504 | — | — |
| 2022 | $45,054 | — | $45,054 | — | — |