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Sponsor portfolioTH

BRETHREN MUTUAL INSURANCE COMPANY

EIN 52-0254590-insurance-Latest filing 2025
Plans
3
Retirement
2
$42.7M assets
Welfare
1
$1.9M premiums
Participants
394
149 N. EDGEWOOD DRIVE - HAGERSTOWN, MD 21740301-739-0950bmiconline.comLinkedIn51-200 employeesinsurance
Plans on this EIN
3 filings
#002401k-$26.9M - 155 part#001TraditionalDB-$15.8M - 105 part#501Mixed-$1.9M - 133 lives

Retirement portfolio analytics

2 plans aggregated / $42.7M assets / 260 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • 401(K) RETIREMENT PLAN (#002)63%
  • EMPLOYEE RETIREMENT PLAN (#001)37%
Total $42.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#002)155
  • EMPLOYEE RETIREMENT PLAN (#001)105
Total 260Click row to drill in

Benefits portfolio analytics

1 plan / $1.9M premiums / 133 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$1.7M
  • Vision$1.7M
  • Prescription drug$1.7M
  • Other$95K
  • Life$59K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • RISK STRATEGIES COMPANY74%
  • KELLY & ASSOCIATES INSURANCE GROUP19%
  • UNITED OF OMAHA LIFE INSURANCE CO5%
  • BRANDY BETSON1%
  • AMY LOUISE MYERS0%
  • +3 more
Total $107K8 slices

Plan deep-dives

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

BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN

401k

Assets$26.9M
Participants155
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BRETHREN MUTUAL INSURANCE COMPANY EMPLOYEE RETIREMENT PLAN

TraditionalDB

Assets$15.8M
Participants105
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BRETHREN MUTUAL INSURANCE COMPANY GROUP INSURANCE ARRANGEMENT

Mixed - CAREFIRST OF MARYLAND INC

Premiums$1.9M
Covered lives133
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BRETHREN MUTUAL INSURANCE COMPANY 401(K) RETIREMENT PLAN401k$26.9M1552024
001BRETHREN MUTUAL INSURANCE COMPANY EMPLOYEE RETIREMENT PLANTraditionalDB$15.8M1052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BRETHREN MUTUAL INSURANCE COMPANY GROUP INSURANCE ARRANGEMENTMixedCAREFIRST OF MARYLAND INC$1.9M1332025
Retirement plans
Welfare plans
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