Brethren Mutual Insurance 401(k) match, vesting and fees
What Brethren Mutual Insurance's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Buffamante Whipple Buttafaro, PC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Brethren Mutual Insurance: employer contribution per participant | $2,437 | |
| Peer median | $2,868 |
| Brethren Mutual Insurance: average balance | $181,579 | |
| Peer median | $95,281 |
| Brethren Mutual Insurance: admin expenses ÷ assets | 0.30% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $26.5M at the end of plan year 2021 to $26.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 155 | $26.9M | $361K | $2,437 | 0.30% | Not published | Form 5500 ↗ |
| 2023 | 146 | $24.4M | $324K | $2,253 | 0.35% | Not published | Form 5500 ↗ |
| 2022 | 145 | $23M | $314K | $2,210 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 143 | $26.5M | $406K | $2,838 | <0.01% | Not published | Form 5500 ↗ |
Other Brethren Mutual Insurance plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Brethren Mutual Insurance Company Employee Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Buffamante Whipple Buttafaro, P.C. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Brethren Mutual Insurance match 401(k) contributions?
The match terms for the Brethren Mutual Insurance Company 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $361K in employer contributions, about $2,437 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Brethren Mutual Insurance 401(k) match vested?
The vesting schedule for the Brethren Mutual Insurance Company 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Brethren Mutual Insurance 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Brethren Mutual Insurance Company.
I left Brethren Mutual Insurance. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Brethren Mutual Insurance Company, (301) 739-0950) or the recordkeeper, Fidelity Investments Institutional. The Brethren Mutual Insurance old 401(k) page lists the contacts from every plan filing. Find an old Brethren Mutual Insurance 401(k)
Data from the public Form 5500 annual reports Brethren Mutual Insurance filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Brethren Mutual Insurance. Not financial advice. Report a correction · Methodology