Retirement plan

SECURITY MUTUAL INSURANCE ASSOCIATION 401(K) RETIREMENT PLAN

Name: SECURITY MUTUAL INSURANCE ASSOCIATION - SECURITY MUTUAL INSURANCE ASSOCIATION 401(K) RETIREMENT PLAN (2025) Form 5500
Creator: SECURITY MUTUAL INSURANCE ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SECURITY MUTUAL INSURANCE ASSOCIATION 401(K) RETIREMENT PLAN, SECURITY MUTUAL INSURANCE ASSOCIATION

SECURITY MUTUAL INSURANCE ASSOCIATIONEIN 42-0163700Plan #002PY 2025

101 CHERRY STREET - ALLISON, IA 50602319-267-2035

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$831K

+35.4% from 2024

Total participants

+11.1% from 2024

Average account balance

$83,135

+21.8% from 2024

Annual return

19.40%

+10.00 pp from 2024

Benchmarks

See 31,861 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort31,861 peers

Snapshot2025

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$831K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$83K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

111.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$98K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.40%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$-7

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

See the 7-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$83,135

$214,378-61.2%

$200,582-58.6%

$142,382-41.6%

Participation rate

100.0%

87.4%+12.6pp

86.9%+13.1pp

80.1%+19.9pp

Annual return

19.40%

46.41%-27.0pp

42.33%-22.9pp

217.08%-197.7pp

Employer contribution / active EE

$5,672

$6,841-17.1%

$6,419-11.6%

$4,299+31.9%

Participant deferral / active EE

$5,226

$9,865-47.0%

$9,331-44.0%

$6,507-19.7%

Admin fee / account holder

-$7

$17,692-100.0%

$16,305-100.0%

$12,624-100.1%

SECURITY MUTUAL INSURANCE ASSOCIATION 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SECURITY MUTUAL INSURANCE ASSOCIATION 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion