Employer · plans filed under one EIN
Shelter Mutual Insurance Company
Columbia, MO · Finance and insurance
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
Shelter Mutual Insurance Company, based in Columbia, Missouri, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 6,568 participant records and $1.29B in net assets.
The largest is Shelter Insurance Employees Retirement Plan, a defined benefit pension plan with 3,330 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $0 and participant contributions $12.9M in the latest plan years; benefits paid were $76.3M. Schedule C compensation reported to service provider organisations totalled $2.8M.
Combined net assets moved from $718M in 2009 to $1.29B in 2024 (up 80%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Shelter Insurance Employees Retirement Plan | defined benefit pension plan | 2024 | 3,330 | $596M | $179,095 | — | $2.7M |
| The Savings and Profit Sharing Plan for Employees of Shelter Insurance Companies | 401(k) plan | 2024 | 3,238 | $695M | $214,568 | — | $48K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 6,568 | $1.29B | $0 | $12.9M |
| 2023 | 2 | 6,629 | $1.26B | $7.1M | $12.2M |
| 2022 | 2 | 6,683 | $1.17B | $8.4M | $11.7M |
| 2021 | 2 | 6,675 | $1.44B | $14.2M | $11.1M |
| 2020 | 2 | 6,583 | $1.31B | $34.4M | $10.2M |
| 2019 | 2 | 5,381 | $1.18B | $13.3M | $9.6M |
| 2018 | 2 | 5,136 | $1.03B | $10.1M | $8.6M |
| 2017 | 2 | 5,037 | $1.07B | $40.0M | $8.0M |
| 2016 | 2 | 5,754 | $952M | $18.3M | $7.7M |
| 2015 | 2 | 5,517 | $904M | $21.2M | $7.4M |
| 2014 | 2 | 5,542 | $951M | $21.5M | $7.3M |
| 2013 | 2 | 5,486 | $891M | −$127K | $7.2M |
| 2012 | 2 | 5,341 | $826M | $15.3M | $7.5M |
| 2011 | 1 | 3,029 | $442M | $0 | $0 |
| 2010 | 2 | 5,360 | $763M | $9.0M | $7.3M |
| 2009 | 2 | 5,180 | $718M | $134M | $6.7M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Apax Partners | Investment management | 1 | $1,004,658 |
| Baird Capital | Investment management | 1 | $495,283 |
| Pinebridge - Limited Partnership | Investment advisory (plan) | 1 | $483,152 |
| JP Morgan Chase Bank | Investment management | 1 | $220,802 |
| Hancock Co-Investment Partners L.P. | Investment management | 1 | $181,986 |
| Brep 10 | Investment management | 1 | $166,959 |
| Brep 9 | Investment management | 1 | $124,323 |
| John Hancock Retirement Plan Srvcs | Recordkeeping and information management; Participant loan processing | 1 | $47,835 |
| AG ABC Structured Note-Lp | Investment advisory (plan) | 1 | $25,755 |
| GS Inv Partners | Investment management | 1 | $21,681 |
| Shenkman Capital Management, Inc. | Investment advisory (plan) | 1 | $21,600 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Shelter Mutual Insurance Company have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Shelter Insurance Employees Retirement Plan and The Savings and Profit Sharing Plan for Employees of Shelter Insurance Companies. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Shelter Mutual Insurance Company contribute to its plans?
$0 in employer contributions across these plans in their latest plan years, about $0 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Apax Partners, Baird Capital, Pinebridge - Limited Partnership and JP Morgan Chase Bank and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.