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Sponsor portfolioTH

MIDWEST FAMILY MUTUAL INSURANCE COMPANY

EIN 41-0417260-insurance-Latest filing 2025
Plans
3
Retirement
2
$39.1M assets
Welfare
1
$952K premiums
Participants
517
12130 MEREDITH DRIVE, SUITE 203W - URBANDALE, IA 50323763-951-7057midwestfamily.comLinkedIn51-200 employeesinsurance
Plans on this EIN
3 filings
#001TraditionalDB-$20.1M - 200 part#002401k-$19.1M - 167 part#501Mixed-$952K - 150 lives

Retirement portfolio analytics

2 plans aggregated / $39.1M assets / 367 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • DEFINED BENEFIT PENSION (#001)51%
  • INSURANCE COMPANY 401(K) (#002)49%
Total $39.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PENSION (#001)200
  • INSURANCE COMPANY 401(K) (#002)167
Total 367Click row to drill in

Benefits portfolio analytics

1 plan / $952K premiums / 150 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$639K
  • Other$313K
  • Dental$260K
  • Vision$260K
  • Life$260K
  • Short-term disability$260K
  • +1 more
Total $952K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • ZURICH AMERICAN INSURANCE COMPANY67%
  • PRINCIPAL LIFE INSURANCE COMPANY27%
  • STANDARD INSURANCE COMPANY5%
  • HEALTHPARTNERS INSURANCE COMPANY0%
Total $952K4 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • PROFESSIONAL GROUP PLANS INC62%
  • GCG FINANCIAL LLC15%
  • JENNON CARUTH13%
  • WESTERN INSURANCE AGENCY INC10%
Total $21K4 slices

Plan deep-dives

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

MIDWEST FAMILY MUTUAL INSURANCE COMPANY DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$20.1M
Participants200
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MIDWEST FAMILY MUTUAL INSURANCE COMPANY 401(K) PLAN

401k

Assets$19.1M
Participants167
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MIDWEST FAMILY MUTUALINSURANCE COMPANY EMPLOYEE BENEFITS PLAN

Mixed - ZURICH AMERICAN INSURANCE COMPANY

Premiums$952K
Covered lives150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MIDWEST FAMILY MUTUAL INSURANCE COMPANY DEFINED BENEFIT PENSION PLANTraditionalDB$20.1M2002024
002MIDWEST FAMILY MUTUAL INSURANCE COMPANY 401(K) PLAN401k$19.1M1672024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MIDWEST FAMILY MUTUALINSURANCE COMPANY EMPLOYEE BENEFITS PLANMixedZURICH AMERICAN INSURANCE COMPANY$952K1502025
Retirement plans
Welfare plans
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