Employers › PMI Mortgage Insurance
Recordkeeping fees per participant · PMI Mortgage Insurance Co. Savings and Profit Sharing Plan · plan year 2024
$53.47
Higher than 38% of the 14,075 plans $10 to 50M that report it.
= $7,753 / 145
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250813144915NAL0008244179001, received 2025-08-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250813144915NAL0008244179001, received 2025-08-13
Percentiles compare this plan with the Schedule H plans $10 to 50M 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 2025-08-13.
Administrative expenses excluding investment management, per participant
$202.71
Higher than 73% of the 24,371 plans $10 to 50M that report it.
= $29,393 / 145
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250813144915NAL0008244179001, received 2025-08-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250813144915NAL0008244179001, received 2025-08-13
Administrative expenses per participant
$202.71
Higher than 51% of the 25,098 plans $10 to 50M that report it.
= $29,393 / 145
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250813144915NAL0008244179001, received 2025-08-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250813144915NAL0008244179001, received 2025-08-13
Administrative expenses as a share of assets
0.076%
Higher than 17% of the 25,132 plans $10 to 50M that report it.
= $29,393 / $38,610,356
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250813144915NAL0008244179001, received 2025-08-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250813144915NAL0008244179001, received 2025-08-13
Employer contributions per participant
$406
Higher than 5% of the 24,050 plans $10 to 50M that report it.
= $58,941 / 145
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250813144915NAL0008244179001, received 2025-08-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250813144915NAL0008244179001, received 2025-08-13
Employer share of total contributions
23.6%
Higher than 35% of the 24,084 plans $10 to 50M that report it.
= $58,941 / $249,709
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250813144915NAL0008244179001, received 2025-08-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250813144915NAL0008244179001, received 2025-08-13
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250813144915NAL0008244179001, received 2025-08-13
| Field | Value | Source |
|---|---|---|
| Plan sponsor | PMI MORTGAGE INSURANCE CO. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250813144915NAL0008244179001, received 2025-08-13 |
| Plan name | PMI MORTGAGE INSURANCE CO. SAVINGS AND PROFIT SHARING PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250813144915NAL0008244179001, received 2025-08-13 |
| Sponsor EIN / plan number | 94-2208266 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250813144915NAL0008244179001, received 2025-08-13 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250813144915NAL0008244179001, received 2025-08-13 |
| Sponsor location | WALNUT CREEK, CA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250813144915NAL0008244179001, received 2025-08-13 |
| Industry (business code) | 524290, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250813144915NAL0008244179001, received 2025-08-13 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250813144915NAL0008244179001, received 2025-08-13 |
| Filing received | 2025-08-13 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250813144915NAL0008244179001, received 2025-08-13 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250813144915NAL0008244179001, received 2025-08-13 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250813144915NAL0008244179001, received 2025-08-13 |
| Participants, beginning of year | 158 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250813144915NAL0008244179001, received 2025-08-13 |
| Active participants | 8 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250813144915NAL0008244179001, received 2025-08-13 |
| Participants, end of year | 145 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250813144915NAL0008244179001, received 2025-08-13 |
| Participants with an account balance | 145 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250813144915NAL0008244179001, received 2025-08-13 |
| Total assets, beginning of year | $36,480,532 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250813144915NAL0008244179001, received 2025-08-13 |
| Total assets, end of year | $38,610,356 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250813144915NAL0008244179001, received 2025-08-13 |
| Net assets, end of year | $38,610,356 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250813144915NAL0008244179001, received 2025-08-13 |
| Total income | $5,301,618 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250813144915NAL0008244179001, received 2025-08-13 |
| Net income | $2,129,824 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250813144915NAL0008244179001, received 2025-08-13 |
| Employer contributions | $58,941 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250813144915NAL0008244179001, received 2025-08-13 |
| Participant contributions | $190,768 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250813144915NAL0008244179001, received 2025-08-13 |
| Other contributions (incl. rollovers) | $0 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250813144915NAL0008244179001, received 2025-08-13 |
| Total contributions | $249,709 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250813144915NAL0008244179001, received 2025-08-13 |
| Benefit payments | $3,142,401 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250813144915NAL0008244179001, received 2025-08-13 |
| Total expenses (incl. benefit payments) | $3,171,794 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250813144915NAL0008244179001, received 2025-08-13 |
| Total administrative expenses | $29,393 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250813144915NAL0008244179001, received 2025-08-13 |
| Recordkeeping fees | $7,753 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250813144915NAL0008244179001, received 2025-08-13 |
| IQPA audit fees | $840 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250813144915NAL0008244179001, received 2025-08-13 |
| Administrative expenses excluding investment management | $29,393 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250813144915NAL0008244179001, received 2025-08-13 |
| Held in common/collective trusts | $3,825,474 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250813144915NAL0008244179001, received 2025-08-13 |
| Held in mutual funds | $33,181,607 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250813144915NAL0008244179001, received 2025-08-13 |
| Independent auditor | WITHUM SMITH + BROWN, PC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250813144915NAL0008244179001, received 2025-08-13 |
Position = column in the DOL layout for form year 2024. Filing 20250813144915NAL0008244179001, received 2025-08-13.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| WITHUMSMITHANDBROWN, PC | OTHER | 50 Direct payment from the plan | $20,800 | no |
| MERRILL LYNCH, PIERCE, FENNER AND Srecordkeeper | RECORDKEEPER | 15 Recordkeeping and information management; 52 Investment management fees paid indirectly by plan; 59 Shareholder servicing fees; 60 Sub-transfer agency fees; 62 Float revenue; 63 Distribution (12b-1) fees; 72 Other investment fees and expenses | $7,753 | yes |
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 20250813144915NAL0008244179001, received 2025-08-13.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $36,480,532 | $38,610,356 | 5.8% |
| Participants with a balance | 158 | 145 | -8.2% |
| Administrative expenses | $17,625 | $29,393 | 66.8% |
| Recordkeeping fees per participant | $0.79 | $53.47 | 6658.5% |
| Employer contributions | $55,863 | $58,941 | 5.5% |
Prior filing 20240821135623NAL0003999073001, received 2024-08-21; the plan years are contiguous.
Sponsor name as filed: PMI MORTGAGE INSURANCE CO.; SEC registrant: PMI Mortgage Insurance Co. (CIK 1452975, matched by EIN).