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Sponsor portfolioTH

THE NATIONAL MUTUAL INSURANCE COMPANY

EIN 34-4312510-computer software-Latest filing 2025
Plans
3
Retirement
2
$52.9M assets
Welfare
1
$251K premiums
Participants
644
1 INSURANCE SQUARE - CELINA, OH 45822419-586-5181LinkedIn51-200 employeescomputer software
Plans on this EIN
3 filings
#005401k-$29.5M - 243 part#004MoneyPurchase-$23.4M - 216 part#501Mixed-$251K - 277 lives

Retirement portfolio analytics

2 plans aggregated / $52.9M assets / 459 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • COMPANY 401(K) Savings (#005)56%
  • MONEY PURCHASE PENSION (#004)44%
Total $52.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMPANY 401(K) Savings (#005)243
  • MONEY PURCHASE PENSION (#004)216
Total 459Click row to drill in

Benefits portfolio analytics

1 plan / $251K premiums / 277 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$155K
  • Vision$139K
  • Life$139K
  • Long-term disability$139K
  • Dental$96K
Total $251K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY60%
  • DELTA DENTAL OF CALIFORNIA38%
  • CURALINC HEALTHCARE2%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $251K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $34K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

THE NATIONAL MUTUAL INSURANCE COMPANY 401(K) SAVINGS PLAN

401k

Assets$29.5M
Participants243
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLAN

MoneyPurchase

Assets$23.4M
Participants216
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE NATIONAL MUTUAL INSURANCE COMPANY EMPLOYEE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$251K
Covered lives277
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
005THE NATIONAL MUTUAL INSURANCE COMPANY 401(K) SAVINGS PLAN401k$29.5M2432024
004THE NATIONAL MUTUAL INSURANCE COMPANY MONEY PURCHASE PENSION PLANMoneyPurchase$23.4M2162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE NATIONAL MUTUAL INSURANCE COMPANY EMPLOYEE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$251K2772025
Retirement plans
Welfare plans
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