JEWELERS MUTUAL HOLDING CO

24 JEWELERS PARK DR
NEENAH, WI 54956

Business Stats

Policy History

Term Exp. Mod Carrier Premium LCM
2023

-
2023

2.400
2023

1.510
2023

1.941
2023

1.501
2023

1.520
2022

1.950
2022

1.830
2022

2.101
2022

1.300
2022

1.520
2022

-
2022

-
2022

-
2022

-
2022

1.780
2022

2.400
2022

1.683
2022

1.510
2022

1.520
2022

1.687
2022

1.460
2022

1.501
2021

1.950
2021

1.300
2021

1.850
2021

2.100
2021

1.520
2021

-
2021

-
2021

-
2021

1.600
2021

1.510
2021

1.520
2021

1.584
2021

1.460
2021

1.400
2020

1.950
2020

1.300
2020

-
2020

-
2020

1.330
2020

-
2020

-
2020

2.400
2020

1.600
2020

1.510
2020

1.520
2020

1.584
2020

1.460
2019

1.650
2019

-
2019

1.850
2019

-
2019

1.605
2019

1.520
2019

-
2019
10-31-2019

1.250
2018

1.850
2018

-
2018

1.605
2018

1.875
2017

-
2017

1.850
2017

-
2017

-
2017

1.459
2017

1.875
2016

-
2016

-
2016

1.459
2015

1.130
2015

-
2015

-
2015

1.700
2014

-
2014

-
2014

-
2014

-
2013

-
2013

-
2012

-
2012
10-31-2012

-
2011

-
2009
12-09-2009

-

Contacts

LJYPQOJZ E. ZBVZR
Benefits Admin
(999) 963-4605
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YMEXGEIS FJKLW
Benefits Admin
(364) 802-6974
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Benefits Admin
(945) 887-3783
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(113) 306-9438
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Benefits Admin
(170) 537-2778
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(162) 253-4139
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(552) 576-7604
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Benefits Admin
(015) 165-0420
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QEOGRNANBMG Q. VHJLGVBV
Benefits Admin
(571) 027-5333
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Benefits Admin
(699) 209-7685
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VOZSVJDP FZANXMRXD
Benefits Admin
(476) 778-6408
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SGNOS TKAJQEY
Benefits Admin
(310) 099-1461
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Benefits Admin
(658) 510-4854
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Benefits Admin
(320) 142-9110
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Manager
(508) 605-5991
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Chief Executive Officer
(385) 217-0992
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Industry Classification

Retirement Benefits

Financials

202120202019201820172016201520142013201220112010
BOY Assets: $ 3,157,256 $ 9,810,870 $ 5,763,946 $ 1,567,088 $ 6,531,084 $ 1,450,667 $ 4,319,419 $ 9,422,765 $ 8,912,603 $ 4,369,003 $ 8,460,576 $ 3,575,226
Liabilities: $ 0 $ 1 $ 8 $ 72 $ 7 $ 68 $ 7 $ 4 $ 7 $ 9 $ 2,739
EE Contrib: $ 0 $ 4 $ 82 $ 2 $ 90,000
Emp Contrib: $ 23,000 $ 10,575 $ 92,238 $ 8 $ 7 $ 8 $ 43,751 $ 74,572 $ 82,019 $ 75 $ 1
Income/Loss: $ 520,232 $ 817,869 $ 986,292($ 16,794) $ 738,393 $ 78,495($ 80,981) $ 561,916 $ 43,172 $ 698,300($ 47,422) $ 123,484
Total Income: $ 543,232 $ 859,459 $ 642,272($ 6,344) $ 180,609 $ 844,071($ 95,510) $ 518,107 $ 306,491 $ 400,385($ 34,889) $ 164,111
Paid Benefits: $ 13,877 $ 78,227 $ 39,506 $ 72,650 $ 45,335 $ 72,557 $ 40,267 $ 30,416 $ 37,149 $ 71,167 $ 8,435 $ 26,758
Expenses: $ 187 $ 53,236 $ 15 $ 15 $ 75 $ 50 $ 200,000,000 $ 7 $ 6,072
  Commission: $ 42,710 $ 29,478 $ 95,141 $ 55,268 $ 57,790 $ 8,019 $ 44,272 $ 80,189 $ 11,456 $ 134 $ 1,174
Net Income: $ 486,458 $ 709,324 $ 362,119($ 197,610) $ 421,853 $ 65,976($ 15,520) $ 291,565 $ 322,091 $ 110,507($ 79,559) $ 352,453
Net Assets: $ 0 $ 7,893,597 $ 6,128,862 $ 6,824,579 $ 28,571 $ 9,327,704 $ 4,549,210 $ 5,161,329 $ 3,874,216 $ 8,067,567 $ 9,005,972 $ 6,029,156

Participants

202120202019201820172016201520142013201220112010
Total Participants:3393432514343340462328
Active Part.:1143400012036347f1c845
Retired Part.:c983d935c943b78c972b2
Deceased Part.: 5ee5 07e1e1 d094671f

Insurance

No Insurance Coverage

Providers

No Providers

Features

    2A - Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).

    2E - Profit-sharing

    3D - Pre-approved pension plan - A master, prototype, or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Health Benefits

Financials

202120202019201820172016201520142013201220112010
BOY Assets: $ 0 $ 0 $ 0 $ 186 $ 0 $ 12 $ 0 $ 78 $ 2 $ 42
Liabilities: $ 0 $ 5 $ 6 $ 782 $ 2 $ 5 $ 58 $ 82 $ 4
EE Contrib: $ 0 $ 2 $ 8 $ 2 $ 9 $ 98
Emp Contrib: $ 0 $ 59 $ 70 $ 9 $ 79 $ 5
Income/Loss: $ 0 $ 834 $ 846 $ 3 $ 46 $ 4 $ 8 $ 8 $ 76 $ 16
Total Income: $ 0 $ 177 $ 77 $ 10,000,000 $ 2 $ 61 $ 6 $ 967 $ 2 $ 7
Paid Benefits: $ 0 $ 3 $ 132 $ 15 $ 4 $ 3 $ 3 $ 2
Expenses: $ 0 $ 9 $ 1 $ 7 $ 9 $ 62 $ 5 $ 17 $ 2
  Commission: $ 0 $ 7 $ 9,000,000 $ 2 $ 51 $ 1 $ 0 $ 8,000,000
Net Income: $ 0 $ 97 $ 1 $ 9 $ 9 $ 77 $ 1
Net Assets: $ 0 $ 1 $ 3 $ 7 $ 9 $ 38

Participants

202120202019201820172016201520142013201220112010
Total Participants:363080704025540206599561206558550673
Active Part.:363671658306819409784418139180391813
Retired Part.:52d8 d261259d9b77
Deceased Part.:069e9d7021ff19e0 11535

Insurance

VCCFAPPF HYOJ & PVTRPSIZ
Renewal:12-31-2021
Covered:363
  1. Life Insurance
  2. Long Term Disab. Ins
  3. VOL. LIFE AND AD&D

Retention: $ 0
Claims: $ 0
Loss Ratio:
Exp Rated Premium $ 0
Non-Exp Rated Premium: $ 222,225
Commission16.39% $ 36,416
Fees0.81% $ 1,791
Brokers

Providers

No Providers

Features

    4B - Life insurance.

    4H - Long-term disability.

    4L - Death benefits (include travel accident but not life insurance).