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Sponsor portfolio

BEAR RIVER MUTUAL

EIN 87-0114580-insurance-Latest filing 2025
Plans
3
Retirement
2
$30.5M assets
Welfare
1
$2.0M premiums
Participants
517
778 E WINCHESTER ST - SALT LAKE CITY, UT 84107801-267-5047bearrivermutual.comLinkedIn51-200 employeesinsurance
Plans on this EIN
3 filings
#002401k-$18.4M - 213 part#001TraditionalDB-$12.1M - 146 part#501Fully Insured-$2.0M - 339 lives

Retirement portfolio analytics

2 plans aggregated / $30.5M assets / 359 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • SHARING PLAN 401(K) (#002)60%
  • DEFINED BENEFIT PLAN (#001)40%
Total $30.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING PLAN 401(K) (#002)213
  • DEFINED BENEFIT PLAN (#001)146
Total 359Click row to drill in

Benefits portfolio analytics

1 plan / $2.0M premiums / 339 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Life$182K
  • Short-term disability$182K
  • Long-term disability$182K
  • Other$142K
Total $2.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • SELECTHEALTH91%
  • HARTFORD LIFE AND ACCIDENT9%
Total $2.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • ALTURA BENEFITS LLC100%
  • CHARLES E HAWKINS-0%
Total $120K2 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

BEAR RIVER MUTUAL INSURANCE COMPANY PROFIT SHARING PLAN 401(K)

401k

Assets$18.4M
Participants213
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BEAR RIVER MUTUAL INSURANCE COMPANY DEFINED BENEFIT PLAN

TraditionalDB

Assets$12.1M
Participants146
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BEAR RIVER MUTUAL HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - SELECTHEALTH

Premiums$2.0M
Covered lives339
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BEAR RIVER MUTUAL INSURANCE COMPANY PROFIT SHARING PLAN 401(K)401k$18.4M2132024
001BEAR RIVER MUTUAL INSURANCE COMPANY DEFINED BENEFIT PLANTraditionalDB$12.1M1462024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BEAR RIVER MUTUAL HEALTH AND WELFARE BENEFITS PLANFully InsuredSELECTHEALTH$2.0M3392025
Retirement plans
Welfare plans
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