# Utica Mutual Insurance Company DB Plan
Source: https://planprovider.pro/companies/utica-mutual-insurance-company-plan

> Utica Mutual Insurance Company's DB plan: 212 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Utica Mutual Insurance Company

- **Sponsor EIN:** 150476880

- **Sponsor Address:** 180 GENESEE STREET, NEW HARTFORD, NY, 134132299

- **Plan Type:** DB

- **Total Participants:** 212

- **Total Assets:** $375.0M

## 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|212|$375.0M|$0|$0|

| 2023|240|$367.0M|$0|$0|

| 2022|275|$330.9M|$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|

| GRANT THORNTON|Auditor|$15,000|—|$15,000|

### Verified Provider Profiles

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

- [GRANT THORNTON](https://planprovider.pro/provider/grant-thornton-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $15,000

- **Estimated Expense Ratio:** 0.004% 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|$567,959|$105,000|$193,431|$15,000|—|

| 2023|$659,404|$223,579|$71,315|$15,000|—|

| 2022|$855,625|$294,036|—|—|$219,022|

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