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Sponsor portfolio

THE JUNIATA MUTUAL INSURANCE COMPANY

EIN 23-0741057-insurance-Latest filing 2025
Plans
2
Retirement
2
$1.0M assets
Welfare
0
Participants
6
CHURCH AVENUE - MC ALLISTERVILLE, PA 17049717-463-2101juniatamutual.comLinkedIn1-10 employeesinsurance
Plans on this EIN
2 filings
#001TraditionalDB-$967K - 2 part#002401k-$34K - 4 part

Retirement portfolio analytics

2 plans aggregated / $1.0M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • INSURANCE COMPANY PENSION (#001)97%
  • COMPANY 401K PLAN (#002)3%
Total $1.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMPANY 401K PLAN (#002)4
  • INSURANCE COMPANY PENSION (#001)2
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE JUNIATA MUTUAL INSURANCE COMPANY PENSION PLAN

TraditionalDB

Assets$967K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JUNIATA MUTUAL INSURANCE COMPANY 401K PLAN

401k

Assets$34K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE JUNIATA MUTUAL INSURANCE COMPANY PENSION PLANTraditionalDB$967K22025
002JUNIATA MUTUAL INSURANCE COMPANY 401K PLAN401k$34K42024
Retirement plans
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