Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CHURCH MUTUAL INSURANCE COMPANY, S.I.
EIN 39-0712210insuranceLatest filing 2025
Plans
3
Retirement
2
$258.8M assets
Welfare
1
$1.3M premiums
Participants
3,854
3000 SCHUSTER LANE - MERRILL, WI 54452715-536-5577churchmutual.comLinkedIn1001-5000 employeesinsurance
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $258.8M assets / 2,810 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.3M premiums / 2,568 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.2M
- Short-term disability$1.2M
- Long-term disability$1.2M
- Other$1.2M
- Vision$107K
Carrier market share
Premium dollars by Schedule A carrier
92%top
- SUN LIFE ASSURANCE COMPANY OF CANADA92%
- METROPOLITAN LIFE INSURANCE COMPANY8%
- HARTFORD LIFE AND ACCIDENT0%
- EVO FIRST, INC0%
- ZURICH AMERICAN INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
- ANSAY & ASSOCIATES LLC0%
- SOVEREIGN INSURANCE GROUP0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CHURCH MUTUAL SALARY SAVINGS PLAN AND TRUST (401(K) PLAN)
401k
Assets$165.2M
Participants1,420
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CHURCH MUTUAL INSURANCE COMPANY CASH BALANCE PLAN
CashBalance
Assets$93.6M
Participants1,390
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
CHURCH MUTUAL MASTER WELFARE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$1.3M
Covered lives2,568
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CHURCH MUTUAL SALARY SAVINGS PLAN AND TRUST (401(K) PLAN) | 401k | $165.2M | 1,420 | 2024 | |
| 001 | CHURCH MUTUAL INSURANCE COMPANY CASH BALANCE PLAN | CashBalance | $93.6M | 1,390 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | CHURCH MUTUAL MASTER WELFARE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $1.3M | 2,568 | 2025 |
Retirement plans
Welfare plans