Church Mutual Insurance Company, S.I. 401(k) match, vesting and fees

Plan year 2025 filingChurch Mutual Salary Savings Plan and Trust (401(K) Plan) · Plan 002 · EIN 39-0712210Updated Oct 2026

What Church Mutual Insurance Company, S.I.'s 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $5.3M in employer contributions, about $3,950 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$140,969
Average account balance
1,337
Participants (end of year)
$187M
Plan assets (end of year)
0.12%
Admin expenses ÷ assets

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.

RecordkeeperEmpower Annuity Insurance CompanySchedule C ↗
Independent auditorCliftonlarsonallen, LLP (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2025 medians for 214 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.

Church Mutual Insurance Company, S.I.: employer contribution per participant$3,950
Peer median$3,266
Church Mutual Insurance Company, S.I.: average balance$140,969
Peer median$137,177
Church Mutual Insurance Company, S.I.: admin expenses ÷ assets0.12%
Peer median0.08%

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 $178M at the end of plan year 2021 to $187M at the end of plan year 2025.

$178M2021$148M2022$171M2023$165M2024$187M2025
End-of-year figures from each plan year's Form 5500 filing for the Church Mutual Insurance Company, S.I. plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
20251,337$187M$5.3M$3,9500.12%Not publishedForm 5500 ↗
20241,420$165M$5.3M$3,9310.08%Not publishedForm 5500 ↗
20231,547$171M$5.4M$3,4930.08%Not publishedForm 5500 ↗
20221,447$148M$5.1M$3,5150.08%Not publishedForm 5500 ↗
20211,496$178M$5.1M$3,3850.07%Not publishedForm 5500 ↗

Other Church Mutual Insurance Company, S.I. plans (1)

Each plan files its own Form 5500. Figures are from each plan's latest filing.

Church Mutual Insurance Company Cash Balance Plan

Plan 001 · EIN 39-0712210 · plan year 2025 filing
$73,258
Average account balance
1,316
Participants (end of year)
$96.4M
Plan assets (end of year)
0.00%
Admin expenses ÷ assets

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 auditorCliftonlarsonallen LLP (unmodified opinion, limited scope)Schedule H ↗
Plan type and statusPension (defined benefit) · FrozenForm 5500 ↗

Common questions

Does Church Mutual Insurance Company, S.I. match 401(k) contributions?

The match terms for the Church Mutual Salary Savings Plan and Trust (401(K) Plan) have not been published from its filing yet. The plan year 2025 filing reports $5.3M in employer contributions, about $3,950 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Church Mutual Insurance Company, S.I. 401(k) match vested?

The vesting schedule for the Church Mutual Salary Savings Plan and Trust (401(K) Plan) is not in the data published so far. Your Summary Plan Description states it.

Who manages the Church Mutual Insurance Company, S.I. 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company. The plan administrator is Church Mutual Insurance Company, S.I..

I left Church Mutual Insurance Company, S.I.. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Church Mutual Insurance Company, S.I., (715) 539-4456) or the recordkeeper, Empower Annuity Insurance Company. The Church Mutual Insurance Company, S.I. old 401(k) page lists the contacts from every plan filing. Find an old Church Mutual Insurance Company, S.I. 401(k)

Data from the public Form 5500 annual reports Church Mutual Insurance Company, S.I. filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Church Mutual Insurance Company, S.I.. Not financial advice. Report a correction · Methodology