Shelter Mutual Insurance 401(k) and pension plans

Shelter Mutual Insurance Company, Columbia, MO. EIN 43-0613000. Annual reports 2009–2024.

Shelter Mutual Insurance Company has 2 active retirement plans on file. The largest is the Shelter Insurance Employees Retirement Plan, with 3,330 participants and $596 million in assets in 2024.

Active plans: 2
Participants: 6,568
Plan assets: $1.3 billion
401(k) recordkeeper: John Hancock
Plans on file: 3
Industry: Finance and insurance

All 3 plans

Active plans first

Shelter Insurance Employees Retirement Plan

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 43-0613000
Participants (2024): 3,330
Net assets (2024): $596 million
Plan administrator: Retirement Plan Committee
1817 West Broadway
Columbia, MO 65218
(573) 214-4352As filed for 2024
In effect since: January 1, 1981

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,330	$596 million	not listed
2023	3,428	$616 million	not listed
2022	3,534	$605 million	not listed
2021	3,617	$738 million	not listed
2020	3,612	$689 million	not listed
2019	2,472	$628 million	not listed
2018	2,438	$577 million	not listed
2017	2,351	$592 million	not listed
2016	3,173	$523 million	not listed
2015	2,974	$506 million	not listed
2014	3,089	$530 million	not listed
2013	3,073	$500 million	not listed
2012	3,048	$468 million	not listed
2011	3,029	$442 million	not listed
2010	3,096	$430 million	not listed
2009	2,923	$405 million	not listed

The Savings and Profit Sharing Plan for Employees of Shelter Insurance Companies

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 43-0613000
Participants (2024): 3,238
Net assets (2024): $695 million
Recordkeeper: John HancockEarlier: New York Life Investment Management (2013–2014)
Plan administrator: Shelter Benefits Management Inc.
1817 West Broadway
Columbia, MO 65218
(573) 214-6557As filed for 2024
In effect since: July 1, 1973

Earlier plan names: The Savings and Profit Sharing Plan for Employees of Shelter Insurance Company.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,238	$695 million	John Hancock
2023	3,201	$640 million	John Hancock
2022	3,149	$568 million	John Hancock
2021	3,058	$697 million	John Hancock
2020	2,971	$617 million	John Hancock
2019	2,909	$554 million	John Hancock
2018	2,698	$455 million	John Hancock
2017	2,686	$479 million	John Hancock
2016	2,581	$429 million	John Hancock
2015	2,543	$398 million	John Hancock
2014	2,453	$421 million	New York Life Investment Management
2013	2,413	$391 million	New York Life Investment Management
2012	2,293	$358 million	not listed
2010	2,264	$334 million	not listed
2009	2,257	$313 million	not listed

The Savings and Profit Sharing Plan for Employees of Shelter Insurance Company

401(k)Stopped filing

No annual report since the 2011 plan year, and no final report on record. The plan may have been merged, renamed or re-filed under another number; ask the plan administrator below.

Plan number: 001Employer EIN 43-0631000
Participants (2011): 2,274
Net assets (2011): $328 million
Plan administrator: Shelter Mutual Insurance Company
1817 West Broadway
Columbia, MO 65218
(573) 214-4700As filed for 2011
In effect since: July 1, 1973

If you had money in one of these plans

Call John Hancock (johnhancock.com), which runs the The Savings and Profit Sharing Plan for Employees of Shelter Insurance Companies. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((573) 214-4352). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.