Physicans Mutual Insurance Company Physicians Life Insurance 401(k) match, vesting and fees
What Physicans Mutual Insurance Company Physicians Life 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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Lutz & Co (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 673 defined-contribution plans in finance and insurance with 1,000 to 4,999 participants.
| Physicans Mutual Insurance Company Physicians Life Insurance: employer contribution per participant | $3,870 | |
| Peer median | $2,966 |
| Physicans Mutual Insurance Company Physicians Life Insurance: average balance | $174,356 | |
| Peer median | $104,792 |
| Physicans Mutual Insurance Company Physicians Life Insurance: admin expenses ÷ assets | 0.11% | |
| 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 $256M at the end of plan year 2021 to $269M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,562 | $269M | $6M | $3,870 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 1,553 | $244M | $4M | $2,622 | 0.11% | Not published | Form 5500 ↗ |
| 2022 | 1,500 | $214M | $2M | $1,340 | 0.11% | Not published | Form 5500 ↗ |
| 2021 | 1,456 | $256M | $1.6M | $1,129 | 0.11% | Not published | Form 5500 ↗ |
Other Physicans Mutual Insurance Company Physicians Life Insurance plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Physicians Mutual Insurance Company Pension and Benefit 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 | Lutz (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Physicans Mutual Insurance Company Physicians Life Insurance match 401(k) contributions?
The match terms for the Physicians Mutual Defined Contribution Retirement Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $6M in employer contributions, about $3,870 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Physicans Mutual Insurance Company Physicians Life Insurance 401(k) match vested?
The vesting schedule for the Physicians Mutual Defined Contribution Retirement Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Physicans Mutual Insurance Company Physicians Life Insurance 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Physicians Mutual Administrative Committee for Employee Benefits.
I left Physicans Mutual Insurance Company Physicians Life Insurance. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Physicians Mutual Administrative Committee for Employee Benefits, (402) 633-1150) or the recordkeeper, The Vanguard Group, Inc.. The Physicans Mutual Insurance Company Physicians Life Insurance old 401(k) page lists the contacts from every plan filing. Find an old Physicans Mutual Insurance Company Physicians Life Insurance 401(k)
Data from the public Form 5500 annual reports Physicans Mutual Insurance Company Physicians Life 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 Physicans Mutual Insurance Company Physicians Life Insurance. Not financial advice. Report a correction · Methodology