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Sponsor portfolio

MUTUAL BENEFIT INSURANCE COMPANY

EIN 23-6200024-insurance-Latest filing 2024
Plans
2
Retirement
2
$59.8M assets
Welfare
0
Participants
349
409 PENN STREET - HUNTINGDON, PA 16652814-643-3000LinkedIn51-200 employeesinsurance
Plans on this EIN
2 filings
#002401k-$29.9M - 156 part#001TraditionalDB-$29.9M - 193 part

Retirement portfolio analytics

2 plans aggregated / $59.8M assets / 349 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • INSURANCE COMPANY 401(K) (#002)50%
  • COMPANY RETIREMENT PLAN (#001)50%
Total $59.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMPANY RETIREMENT PLAN (#001)193
  • INSURANCE COMPANY 401(K) (#002)156
Total 349Click 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#002

MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN

401k

Assets$29.9M
Participants156
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLAN

TraditionalDB

Assets$29.9M
Participants193
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN401k$29.9M1562024
001MUTUAL BENEFIT INSURANCE COMPANY RETIREMENT PLANTraditionalDB$29.9M1932024
Retirement plans
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