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Original filing (PDF)20251210113416NAL0004407827001
PHYSICIANS MUTUAL INSURANCE COMPANY
Form 5500
FILING_RECEIVED
PHYSICIANS MUTUAL INSURANCE COMPANY PENSION AND BENEFIT PLAN
Defined-benefit pension plan
Active participants
5
Accounts w/ balance
—
Plan assets (EOY)
$27.1M
Net assets (EOY)
$27.1M
Plan health score (directional)
95
/ 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
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHYSICIANS MUTUAL INSURANCE COMPANY.
Plan sponsor
Name
PHYSICIANS MUTUAL INSURANCE COMPANY
EIN
47-0270450
Address
2600 DODGE STREET · OMAHA, NE · 681312671
Phone
(402) 633-1000
Industry
Finance & Insurancesee all
Plan administrator
Name
ADMINISTRATIVE COMMITTEE FOR EMPLOYEE BENEFITS
EIN
47-0598097
City
OMAHA, NE
Phone
(402) 633-1000
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-03-01
Tax period
2025-02-28
Filed
2025-12-10
Pension benefit codes
1A · Pay-related DB formula
1E · Section 401(h) arrangement
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LUTZ
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB | 94-1737782 | — | INVESTMENT PROVIDER | $11K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.