Grinnell Mutual Reinsurance Company, Si 401(k) match, vesting and fees
What Grinnell Mutual Reinsurance Company, Si'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 208 defined-contribution plans in finance and insurance with 500 to 999 participants.
| Grinnell Mutual Reinsurance Company, Si: employer contribution per participant | $5,682 | |
| Peer median | $3,090 |
| Grinnell Mutual Reinsurance Company, Si: average balance | $198,384 | |
| Peer median | $119,169 |
| Grinnell Mutual Reinsurance Company, Si: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.10% |
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 $141M at the end of plan year 2021 to $163M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 827 | $163M | $4.7M | $5,682 | 0.04% | Not published | Form 5500 ↗ |
| 2024 | 882 | $152M | $4.4M | $5,078 | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 910 | $135M | $1.7M | $1,845 | 0.07% | Not published | Form 5500 ↗ |
| 2022 | 961 | $119M | $1.5M | $1,610 | 0.07% | Not published | Form 5500 ↗ |
| 2021 | 960 | $141M | $1.4M | $1,477 | 0.07% | Not published | Form 5500 ↗ |
Other Grinnell Mutual Reinsurance Company, Si plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Grinnell Mutual 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.
| Recordkeeper | Principal Trust Company | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Grinnell Mutual Reinsurance Company, Si match 401(k) contributions?
The match terms for the Grinnell Mutual Savings and Investment Plan have not been published from its filing yet. The plan year 2025 filing reports $4.7M in employer contributions, about $5,682 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Grinnell Mutual Reinsurance Company, Si 401(k) match vested?
The vesting schedule for the Grinnell Mutual Savings and Investment Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Grinnell Mutual Reinsurance Company, Si 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Principal Life Insurance Company. The plan administrator is Grinnell Mutual Reinsurance Company, Si.
I left Grinnell Mutual Reinsurance Company, Si. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Grinnell Mutual Reinsurance Company, Si, (641) 269-8647) or the recordkeeper, Principal Life Insurance Company. The Grinnell Mutual Reinsurance Company, Si old 401(k) page lists the contacts from every plan filing. Find an old Grinnell Mutual Reinsurance Company, Si 401(k)
Data from the public Form 5500 annual reports Grinnell Mutual Reinsurance Company, Si 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 Grinnell Mutual Reinsurance Company, Si. Not financial advice. Report a correction · Methodology