Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
FEDERATED MUTUAL INSURANCE COMPANY
EIN 41-0417460insuranceLatest filing 2024
Plans
9
Retirement
2
$1.54B assets
Welfare
7
$2.3M premiums
Participants
20,051
Retirement portfolio analytics
2 plans aggregated / $1.54B assets / 8,378 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
51%top
- US BANK51%
- (Not disclosed)49%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
7 plans / $2.3M premiums / 6,068 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.9M
- Vision$388K
- Other$7K
Carrier market share
Premium dollars by Schedule A carrier
83%top
- FEDERATED MUTUAL INSURANCE COMPANY83%
- VISION SERVICE PLAN17%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Broker market share
Schedule A broker compensation
100%top
- PRIMARY SOURCE INSURANCE100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FEDERATED MUTUAL RETIREMENT PLAN
TraditionalDB
Assets$788.7M
Participants4,742
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FEDERATED MUTUAL INSURANCE COMPANY 401(K) PLAN
401k
Assets$755.3M
Participants3,636
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
FEDERATED LIFE-DISABILITY PLAN
Mixed - FEDERATED LIFE INSURANCE COMPANY
Premiums$1.9M
Covered lives3,455
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
GLASSES & CONTACTS VISION PLAN
Fully Insured - VISION SERVICE PLAN
Premiums$388K
Covered lives2,613
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
FEDERATED MUTUAL INSURANCE COMPANY EMPLOYEE MEDICAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
FEDERATED MUTUAL INSURANCE COMPANY DENTAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
FEDERATED MUTUAL INSURANCE COMPANY RETIREE HEALTH REIMBURSEMENT ARRANGEMENT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511
FEDERATED MUTUAL INSURANCE COMPANY HEALTH CARE REIMBURSEMENT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#516
FEDERATED MUTUAL INSURANCE COMPANY RETIREE MEDICAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FEDERATED MUTUAL RETIREMENT PLAN | TraditionalDB | $788.7M | 4,742 | 2024 | |
| 002 | FEDERATED MUTUAL INSURANCE COMPANY 401(K) PLAN | 401k | $755.3M | 3,636 | 2024 |
Welfare plans7
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | FEDERATED LIFE-DISABILITY PLAN | Mixed | FEDERATED LIFE INSURANCE COMPANY | $1.9M | 3,455 | 2024 | |
| 503 | GLASSES & CONTACTS VISION PLAN | Fully Insured | VISION SERVICE PLAN | $388K | 2,613 | 2024 | |
| 501 | FEDERATED MUTUAL INSURANCE COMPANY EMPLOYEE MEDICAL PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 504 | FEDERATED MUTUAL INSURANCE COMPANY DENTAL PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 505 | FEDERATED MUTUAL INSURANCE COMPANY RETIREE HEALTH REIMBURSEMENT ARRANGEMENT PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 511 | FEDERATED MUTUAL INSURANCE COMPANY HEALTH CARE REIMBURSEMENT PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 516 | FEDERATED MUTUAL INSURANCE COMPANY RETIREE MEDICAL PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans