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Original filing (PDF)20251010074446NAL0012583248001
MUTUAL BENEFIT INSURANCE COMPANY
Form 5500
FILING_RECEIVED
MUTUAL BENEFIT INSURANCE COMPANY 401(K) PLAN
401(k) retirement plan
Signals · 2
87% employer stockNo recordkeeper disclosed
Active participants
112
Accounts w/ balance
154
Plan assets (EOY)
$29.9M
Net assets (EOY)
$29.9M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- 87% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MUTUAL BENEFIT INSURANCE COMPANY.
Plan sponsor
Name
MUTUAL BENEFIT INSURANCE COMPANY
EIN
23-6200024
Address
409 PENN STREET · P.O. BOX 577 · HUNTINGDON, PA · 16652
Phone
(814) 643-3000
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BROWN PLUS ACCOUNTANTS AND ADVISORS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVIS | 20-1665305 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $68K | — |
Investments
33 direct securities · 1 pooled fund· $30.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$28.4M
33 holdings
Common Collective Trust
$1.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund Mutual Funds / Common Stocks | — | — | — | $4.7M | 15.8% | |
| T. Rowe Price Retirement I 2030 I Fund Mutual Funds / Common Stocks | — | — | — | $3.6M | 11.9% | |
| MFS Growth R6 Fund Mutual Funds / Common Stocks | — | — | — | $3.1M | 10.3% | |
| Principal Guaranteed Option Guaranteed Investment Contract | — | — | — | $2.2M | 7.2% | |
| T. Rowe Price Retirement I 2040 I Fund Mutual Funds / Common Stocks | — | — | — | $1.7M | 5.7% | |
| INTERNATIONAL GROWTH II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $1.7M | 5.7% | |
| JP Morgan Core Bond R6 Fund Mutual Funds / Common Stocks | — | — | — | $1.5M | 4.9% | |
| T. Rowe Price Retirement I 2020 I Fund Mutual Funds / Common Stocks | — | — | — | $1.3M | 4.5% | |
| T. Rowe Price Retirement I 2050 I Fund Mutual Funds / Common Stocks | — | — | — | $1.3M | 4.3% | |
| T. Rowe Price Retirement I 2025 I Fund Mutual Funds / Common Stocks | — | — | — | $1.3M | 4.2% | |
| MFS Value R6 Fund Mutual Funds / Common Stocks | — | — | — | $1.3M | 4.2% | |
| T. Rowe Price Balanced Fund Mutual Funds / Common Stocks ** 102 T. Rowe Price New Horizon I Fund Mutual Funds / Common Stocks | — | — | — | $1.3M | 4.2% | |
| PGIM High Yield R6 Fund Mutual Funds / Common Stocks | — | — | — | $832K | 2.8% | |
| Macquarie Small Cap Core R6 Fund Mutual Funds / Common Stocks | — | — | — | $689K | 2.3% | |
| Carillon Eagle Mid Cap Growth R6 Growth Mutual Funds / Common Stocks | — | — | — | $480K | 1.6% | |
| American Century Mid-Cap Value R6 Fund Mutual Funds / Common Stocks | — | — | — | $413K | 1.4% | |
| PGIM Global Total Return R6 Fund Mutual Funds / Common Stocks | — | — | — | $408K | 1.4% | |
| DFA Inflation Protected Securities I Fund Mutual Funds / Common Stocks | — | — | — | $340K | 1.1% | |
| T. Rowe Price Retirement I 2045 I Fund Mutual Funds / Common Stocks | — | — | — | $330K | 1.1% | |
| T. Rowe Price Retirement I 2010 I Fund Mutual Funds / Common Stocks | — | — | — | $306K | 1.0% | |
| Fidelity Adv Intl Cap App Z Mutual Funds / Common Stocks | — | — | — | $276K | 0.9% | |
| PIMCO Long Duration Total Return Institutional Fund Mutual Funds / Common Stocks | — | — | — | $256K | 0.9% | |
| T. Rowe Price Retirement I 2060 I Fund Mutual Funds / Common Stocks | — | — | — | $227K | 0.8% | |
| T. Rowe Price Retirement I 2035 I Fund Mutual Funds / Common Stocks | — | — | — | $190K | 0.6% | |
| Franklin Small Cap Value R6 Fund Mutual Funds / Common Stocks | — | — | — | $150K | 0.5% | |
| Vanguard FTSE All-World Ex-US Index Admiral Fund Mutual Funds / Common Stocks | — | — | — | $91K | 0.3% | |
| (E) | — | — | — | $91K | 0.3% | |
| (E) | — | — | $22K | $77K | 0.3% | |
| Fidelity Emerging Markets K Fund Mutual Funds / Common Stocks | — | — | — | $77K | 0.3% | |
| (E) | — | — | $11K | $30K | 0.1% | |
| T. Rowe Price Retirement I 2055 I Fund Mutual Funds / Common Stocks | — | — | — | $30K | 0.1% | |
| Cohen & Steers Real Estate Securities Z Fund Mutual Funds / Common Stocks | — | — | — | $22K | <0.1% | |
| T. Rowe Price Retirement Balance I Fund Mutual Funds / Common Stocks | — | — | — | $11K | <0.1% | |
| T. Rowe Price Retirement I 2065 I Fund Mutual Funds / Common Stocks | — | — | — | $3K | <0.1% |