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Sponsor portfolioTH

PHYSICIANS MUTUAL INSURANCE COMPANY

EIN 47-0270450-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$295.6M assets
Welfare
1
$774K premiums
Participants
2,610
2600 DODGE STREET - OMAHA, NE 681312671402-633-1000
Plans on this EIN
3 filings
#002401k-$268.5M - 1,562 part#003TraditionalDB-$27.1M - 112 part#503Mixed-$774K - 1,092 lives

Retirement portfolio analytics

2 plans aggregated / $295.6M assets / 1,674 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • PLAN AND TRUST (#002)91%
  • AND BENEFIT PLAN (#003)9%
Total $295.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
91%top
  • THE VANGUARD GROUP, INC.91%
  • (Not disclosed)9%
Total $295.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)1,562
  • AND BENEFIT PLAN (#003)112
Total 1,674Click row to drill in

Benefits portfolio analytics

1 plan / $774K premiums / 1,092 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$709K
  • Long-term disability$709K
  • Other$709K
  • Vision$65K
Total $774K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • HARTFORD LIFE AND ACCIDENT92%
  • EYEMED VISION CARE8%
Total $774K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $69K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST

401k

Assets$268.5M
Participants1,562
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PHYSICIANS MUTUAL INSURANCE COMPANY PENSION AND BENEFIT PLAN

TraditionalDB

Assets$27.1M
Participants112
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

PHYSICIANS MUTUAL EMPLOYEE BENEFIT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT INSURANCE

Premiums$774K
Covered lives1,092
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PHYSICIANS MUTUAL DEFINED CONTRIBUTION RETIREMENT PLAN AND TRUST401k$268.5M1,5622024
003PHYSICIANS MUTUAL INSURANCE COMPANY PENSION AND BENEFIT PLANTraditionalDB$27.1M1122025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503PHYSICIANS MUTUAL EMPLOYEE BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT INSURANCE$774K1,0922024
Retirement plans
Welfare plans
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