Employers › Pemco Mutual Insurance
Recordkeeping fees per participant · Pemco 401(k) Plan · plan year 2024
$37.87
Higher than 34% of the 1,697 plans $250M to 1B that report it.
= $25,072 / 662
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250922184336NAL0002290835001, received 2025-09-22
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250922184336NAL0002290835001, received 2025-09-22
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-22.
Administrative expenses excluding investment management, per participant
$130.52
Higher than 87% of the 2,324 plans $250M to 1B that report it.
= $86,402 / 662
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250922184336NAL0002290835001, received 2025-09-22
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250922184336NAL0002290835001, received 2025-09-22
Administrative expenses per participant
$130.52
Higher than 75% of the 2,405 plans $250M to 1B that report it.
= $86,402 / 662
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250922184336NAL0002290835001, received 2025-09-22
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250922184336NAL0002290835001, received 2025-09-22
Administrative expenses as a share of assets
0.033%
Higher than 20% of the 2,407 plans $250M to 1B that report it.
= $86,402 / $260,400,436
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250922184336NAL0002290835001, received 2025-09-22
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250922184336NAL0002290835001, received 2025-09-22
Employer contributions per participant
$8,916
Higher than 92% of the 2,457 plans $250M to 1B that report it.
= $5,902,559 / 662
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250922184336NAL0002290835001, received 2025-09-22
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250922184336NAL0002290835001, received 2025-09-22
Employer share of total contributions
47.6%
Higher than 89% of the 2,459 plans $250M to 1B that report it.
= $5,902,559 / $12,401,335
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250922184336NAL0002290835001, received 2025-09-22
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250922184336NAL0002290835001, received 2025-09-22
Plan terms are not published in public filings.
2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3F · 3H controlled-group sponsor · 2E profit-sharing · 2F ERISA 404(c) plan · 2R participant brokerage window · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250922184336NAL0002290835001, received 2025-09-22
| Field | Value | Source |
|---|---|---|
| Plan sponsor | PEMCO MUTUAL INSURANCE COMPANY | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250922184336NAL0002290835001, received 2025-09-22 |
| Plan name | PEMCO 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250922184336NAL0002290835001, received 2025-09-22 |
| Sponsor EIN / plan number | 91-6028851 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250922184336NAL0002290835001, received 2025-09-22 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250922184336NAL0002290835001, received 2025-09-22 |
| Sponsor location | SEATTLE, WA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250922184336NAL0002290835001, received 2025-09-22 |
| Industry (business code) | 524150, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250922184336NAL0002290835001, received 2025-09-22 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250922184336NAL0002290835001, received 2025-09-22 |
| Filing received | 2025-09-22 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250922184336NAL0002290835001, received 2025-09-22 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250922184336NAL0002290835001, received 2025-09-22 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250922184336NAL0002290835001, received 2025-09-22 |
| Participants, beginning of year | 720 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250922184336NAL0002290835001, received 2025-09-22 |
| Active participants | 453 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250922184336NAL0002290835001, received 2025-09-22 |
| Participants, end of year | 680 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250922184336NAL0002290835001, received 2025-09-22 |
| Participants with an account balance | 662 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250922184336NAL0002290835001, received 2025-09-22 |
| Total assets, beginning of year | $245,264,412 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250922184336NAL0002290835001, received 2025-09-22 |
| Total assets, end of year | $260,400,436 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250922184336NAL0002290835001, received 2025-09-22 |
| Net assets, end of year | $260,400,436 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250922184336NAL0002290835001, received 2025-09-22 |
| Total income | $49,150,196 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250922184336NAL0002290835001, received 2025-09-22 |
| Net income | $15,136,338 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250922184336NAL0002290835001, received 2025-09-22 |
| Employer contributions | $5,902,559 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250922184336NAL0002290835001, received 2025-09-22 |
| Participant contributions | $5,775,359 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250922184336NAL0002290835001, received 2025-09-22 |
| Other contributions (incl. rollovers) | $723,417 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250922184336NAL0002290835001, received 2025-09-22 |
| Total contributions | $12,401,335 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250922184336NAL0002290835001, received 2025-09-22 |
| Benefit payments | $33,903,972 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250922184336NAL0002290835001, received 2025-09-22 |
| Total expenses (incl. benefit payments) | $34,013,858 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250922184336NAL0002290835001, received 2025-09-22 |
| Total administrative expenses | $86,402 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250922184336NAL0002290835001, received 2025-09-22 |
| Contract administrator fees | $300 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250922184336NAL0002290835001, received 2025-09-22 |
| Recordkeeping fees | $25,072 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250922184336NAL0002290835001, received 2025-09-22 |
| IQPA audit fees | $23,700 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250922184336NAL0002290835001, received 2025-09-22 |
| Investment advisory and management fees | $0 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250922184336NAL0002290835001, received 2025-09-22 |
| Administrative expenses excluding investment management | $86,402 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250922184336NAL0002290835001, received 2025-09-22 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250922184336NAL0002290835001, received 2025-09-22 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250922184336NAL0002290835001, received 2025-09-22 |
| Held in mutual funds | $230,444,921 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250922184336NAL0002290835001, received 2025-09-22 |
| Independent auditor | CLARK NUBER, P.S. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250922184336NAL0002290835001, received 2025-09-22 |
Position = column in the DOL layout for form year 2024. Filing 20250922184336NAL0002290835001, received 2025-09-22.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| MULTNOMAH GROUP INC | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $37,330 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees | $25,372 | yes |
| CLARK NUBER P.S. | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $23,700 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250922184336NAL0002290835001, received 2025-09-22.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $245,264,412 | $260,400,436 | 6.2% |
| Participants with a balance | 706 | 662 | -6.2% |
| Administrative expenses | $90,273 | $86,402 | -4.3% |
| Recordkeeping fees per participant | $43.84 | $37.87 | -13.6% |
| Employer contributions | $6,423,790 | $5,902,559 | -8.1% |
Prior filing 20240925115729NAL0025341040001, received 2024-09-25; the plan years are contiguous.
Sponsor name as filed: PEMCO MUTUAL INSURANCE COMPANY; SEC registrant: PEMCO MUTUAL INSURANCE CO (CIK 1166938, matched by EIN).