Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BUCKEYE STATE MUTUAL INSURANCE CO
EIN 31-6035649Finance and InsuranceLatest filing 2025
Plans
3
Retirement
2
$16.2M assets
Welfare
1
Participants
84
1 HERITAGE PL - PIQUA, OH 45356937-778-5000
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $16.2M assets / 55 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BUCKEYE STATE MUTUAL INSURANCE COMPANY 401K PLAN
401k
Assets$13.3M
Participants49
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
MIDDLE GEORGIA MUTUAL INSURANCE CO. PENSION PLAN
TraditionalDB
Assets$2.9M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
BUCKEYE INSURANCE GROUP SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BUCKEYE STATE MUTUAL INSURANCE COMPANY 401K PLAN | 401k | $13.3M | 49 | 2025 | |
| 003 | MIDDLE GEORGIA MUTUAL INSURANCE CO. PENSION PLAN | TraditionalDB | $2.9M | 6 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BUCKEYE INSURANCE GROUP SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans