How big is Affinity Mutual Insurance Company's plan?

Affinity Mutual Insurance Company's plan reported $2.2M in assets and 9 participants for 2025.

Original filing (PDF)20260319102112NAL0006405184001

Affinity Mutual Insurance Company

Name: Affinity Mutual Insurance Company — Affinity Mutual, Form 5500 (2025)
Creator: Affinity Mutual Insurance Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Affinity Mutual Insurance Company 401(k) Profit Sharing Plan

401(k) retirement plan · Affinity Mutual Insurance Company's Affinity Mutual Insurance Company 401(k) Profit Sharing Plan held $2.2M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Affinity Mutual Insurance Company's EIN is 34-4317240.

EIN 34-4317240

Plan number 001

Plan year 2025

ACK ID 20260319102112NAL0006405184001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Affinity Mutual Insurance Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Affinity Mutual Insurance Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AFFINITY MUTUAL INSURANCE COMPANY.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score