Jewelers Mutual Insurance Company, Si 401(k) match, vesting and fees
What Jewelers Mutual Insurance 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Baker Tilly US, 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.
| Jewelers Mutual Insurance Company, Si: employer contribution per participant | $8,499 | |
| Peer median | $3,090 |
| Jewelers Mutual Insurance Company, Si: average balance | $148,505 | |
| Peer median | $119,169 |
| Jewelers Mutual Insurance 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 $75.4M at the end of plan year 2021 to $115M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 789 | $115M | $6.6M | $8,499 | 0.04% | Not published | Form 5500 ↗ |
| 2024 | 711 | $96.8M | $5.6M | $8,134 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 648 | $83.5M | $5.3M | $8,343 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 604 | $67.7M | $4.3M | $7,383 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 513 | $75.4M | $3.8M | $7,471 | 0.02% | Not published | Form 5500 ↗ |
Common questions
Does Jewelers Mutual Insurance Company, Si match 401(k) contributions?
The match terms for the Jewelers Mutual Insurance Company Savings Plus have not been published from its filing yet. The plan year 2025 filing reports $6.6M in employer contributions, about $8,499 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Jewelers Mutual Insurance Company, Si 401(k) match vested?
The vesting schedule for the Jewelers Mutual Insurance Company Savings Plus is not in the data published so far. Your Summary Plan Description states it.
Who manages the Jewelers Mutual Insurance Company, Si 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Jewelers Mutual Insurance Company, Si.
I left Jewelers Mutual Insurance Company, Si. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Jewelers Mutual Insurance Company, Si, (920) 725-4326) or the recordkeeper, Fidelity Investments Institutional. The Jewelers Mutual Insurance Company, Si old 401(k) page lists the contacts from every plan filing. Find an old Jewelers Mutual Insurance Company, Si 401(k)
Data from the public Form 5500 annual reports Jewelers Mutual Insurance 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 Jewelers Mutual Insurance Company, Si. Not financial advice. Report a correction · Methodology