MERCHANTS BONDING CO. MUTUAL SAVINGS PLAN

Plan Contact

  • Address: 6700 WESTOWN PARKWAY,WEST DES MOINES,IA
  • Contact person: KATE KREIS-CLAFLIN
  • Phone: (515) 243-8171

Plan General Information

MERCHANTS BONDING CO. MUTUAL SAVINGS PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of MERCHANTS BONDING CO. MUTUAL SAVINGS PLAN is $48,501,091.00.This plan was established in 1992.

MERCHANTS BONDING CO. MUTUAL SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in MERCHANTS BONDING CO. MUTUAL SAVINGS PLAN is 224

MERCHANTS BONDING CO. MUTUAL SAVINGS PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for MERCHANTS BONDING CO. MUTUAL SAVINGS PLAN is $216,522.00

MERCHANTS BONDING CO. MUTUAL SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for MERCHANTS BONDING CO. MUTUAL SAVINGS PLAN is $11,133.00.

MERCHANTS BONDING CO. MUTUAL SAVINGS PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in MERCHANTS BONDING CO. MUTUAL SAVINGS PLAN is approximately $6,102.00
Investing in this additonal $6,102.00 for 20 years would give you extra $390,546.00, assuming a 10% annual return.

MERCHANTS BONDING CO. MUTUAL SAVINGS PLAN Total Employer Contribution and Match Rate

In 2023, MERCHANTS BONDING CO. MUTUAL SAVINGS PLAN allocates $1,366,912.00 to match its employees' contributions, providing an employer match rate of 58.33% of their contributions

MERCHANTS BONDING CO. MUTUAL SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of MERCHANTS BONDING CO. MUTUAL SAVINGS PLAN is 26.72%.

MERCHANTS BONDING CO. MUTUAL SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for MERCHANTS BONDING CO. MUTUAL SAVINGS PLAN is 18.83%. This measures the effectiveness of the plan participants' investments in the year.

MERCHANTS BONDING CO. MUTUAL SAVINGS PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of MERCHANTS BONDING CO. MUTUAL SAVINGS PLAN is 0.10%.

Enrollment Features

MERCHANTS BONDING CO. MUTUAL SAVINGS PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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