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MUTUAL INSURANCE ASSOCIATES, INC.

Company Details

Name: MUTUAL INSURANCE ASSOCIATES, INC.
Jurisdiction: Idaho
Legal type: General Business Corporation (D)
Status: Active-Good Standing
Date of registration: 19 Jun 1974 (51 years ago)
Financial Date End: 30 Jun 2025
Entity Number: 160692
Place of Formation: IDAHO
File Number: 160692
ZIP code: 83201
County: Bannock County
Mailing Address: 1575 BALDY AVE POCATELLO, ID 83201-7117

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MUTUAL INSURANCE 401K RETIREMENT FUND 2023 820323767 2024-04-15 MUTUAL INSURANCE ASSOCIATES, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-02-01
Business code 524210
Sponsor’s telephone number 2082379696
Plan sponsor’s address 1575 BALDY AVE., POCATELLO, ID, 832017117

Signature of

Role Plan administrator
Date 2024-04-15
Name of individual signing BARBARA HELTERBRAND
Valid signature Filed with authorized/valid electronic signature
MUTUAL INSURANCE ASSOCIATION, INC. CAFETERIA PLAN 2023 820323767 2024-09-11 MUTUAL INSURANCE ASSOCIATES, INC. 4
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2000-02-01
Business code 524290
Sponsor’s telephone number 2082379696
Plan sponsor’s address 1575 BALDY AVE., POCATELLO, ID, 832017117

Plan administrator’s name and address

Administrator’s EIN 820323767
Plan administrator’s name MUTUAL INSURANCE ASSOCIATION, INC.
Plan administrator’s address 1575 BALDY AVE., POCATELLO, ID, 832017117
Administrator’s telephone number 2082379696

Signature of

Role Plan administrator
Date 2024-09-11
Name of individual signing BARBARA HELTERBRAND
Valid signature Filed with authorized/valid electronic signature
MUTUAL INSURANCE ASSOCIATION, INC. CAFETERIA PLAN 2022 820323767 2023-06-12 MUTUAL INSURANCE ASSOCIATES, INC. 4
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2000-02-01
Business code 524290
Sponsor’s telephone number 2082379696
Plan sponsor’s address 1575 BALDY AVE., POCATELLO, ID, 832017117

Plan administrator’s name and address

Administrator’s EIN 820323767
Plan administrator’s name MUTUAL INSURANCE ASSOCIATION, INC.
Plan administrator’s address 1575 BALDY AVE., POCATELLO, ID, 832017117
Administrator’s telephone number 2082379696
MUTUAL INSURANCE 401K RETIREMENT FUND 2022 820323767 2023-05-12 MUTUAL INSURANCE ASSOCIATES, INC. 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-02-01
Business code 524210
Sponsor’s telephone number 2082379696
Plan sponsor’s address 1575 BALDY AVE., POCATELLO, ID, 832017117

Signature of

Role Plan administrator
Date 2023-05-12
Name of individual signing BARBARA HELTERBRAND
Valid signature Filed with authorized/valid electronic signature
MUTUAL INSURANCE 401K RETIREMENT FUND 2021 820323767 2022-07-12 MUTUAL INSURANCE ASSOCIATES, INC. 17
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-02-01
Business code 524210
Sponsor’s telephone number 2082379696
Plan sponsor’s address 1575 BALDY AVE., POCATELLO, ID, 832017117

Signature of

Role Plan administrator
Date 2022-07-12
Name of individual signing BARBARA HELTERBRAND
Valid signature Filed with authorized/valid electronic signature
MUTUAL INSURANCE ASSOCIATION, INC. CAFETERIA PLAN 2021 820323767 2022-05-24 MUTUAL INSURANCE ASSOCIATES, INC. 5
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2000-02-01
Business code 524290
Sponsor’s telephone number 2082379696
Plan sponsor’s address 1575 BALDY AVE., POCATELLO, ID, 832017117

Plan administrator’s name and address

Administrator’s EIN 820323767
Plan administrator’s name MUTUAL INSURANCE ASSOCIATION, INC.
Plan administrator’s address 1575 BALDY AVE., POCATELLO, ID, 832017117
Administrator’s telephone number 2082379696
MUTUAL INSURANCE 401K RETIREMENT FUND 2020 820323767 2021-07-08 MUTUAL INSURANCE ASSOCIATES, INC. 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-02-01
Business code 524210
Sponsor’s telephone number 2082379696
Plan sponsor’s address 1575 BALDY AVE., POCATELLO, ID, 832017117
MUTUAL INSURANCE ASSOCIATION, INC. CAFETERIA PLAN 2020 820323767 2021-07-06 MUTUAL INSURANCE ASSOCIATES, INC. 6
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2000-02-01
Business code 524290
Sponsor’s telephone number 2082379696
Plan sponsor’s address 1575 BALDY AVE., POCATELLO, ID, 832017117

Plan administrator’s name and address

Administrator’s EIN 820323767
Plan administrator’s name MUTUAL INSURANCE ASSOCIATION, INC.
Plan administrator’s address 1575 BALDY AVE., POCATELLO, ID, 832017117
Administrator’s telephone number 2082379696
MUTUAL INSURANCE ASSOCIATION, INC. CAFETERIA PLAN 2019 820323767 2020-06-19 MUTUAL INSURANCE ASSOCIATES, INC. 9
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2000-02-01
Business code 524290
Sponsor’s telephone number 2082379696
Plan sponsor’s address 1575 BALDY AVE., POCATELLO, ID, 832017117

Plan administrator’s name and address

Administrator’s EIN 820323767
Plan administrator’s name MUTUAL INSURANCE ASSOCIATION, INC.
Plan administrator’s address 1575 BALDY AVE., POCATELLO, ID, 832017117
Administrator’s telephone number 2082379696
MUTUAL INSURANCE 401K RETIREMENT FUND 2019 820323767 2020-10-09 MUTUAL INSURANCE ASSOCIATES, INC. 15
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2000-02-01
Business code 524210
Sponsor’s telephone number 2082379696
Plan sponsor’s address 1575 BALDY AVE., POCATELLO, ID, 832017117

Agent

Name Role Address
B J HELTERBRAND Agent 2671 S FAIRWAY DR, POCATELLO, ID 83201

President

Name Role Address Appointed On
Barbara J Helterbrand President 2671 SO. FAIRWAY, POCATELLO, ID 83201 2021-05-19

Secretary

Name Role Address Appointed On
Kathy L Murray Secretary 3704 JASON, POCATELLO, ID 83204 2024-05-03

Filing

Filing Name Filing Number Filing date
Annual Report 0005720508 2024-05-03
Annual Report 0005218852 2023-05-03
Annual Report 0004724601 2022-05-03
Annual Report 0004287303 2021-05-19
Annual Report 0003868187 2020-05-05
Annual Report 0003533245 2019-06-06
Restated Articles 0003353848 2018-11-26
Annual Report 0001550797 2018-07-20
Annual Report 0001550795 2017-06-02
Annual Report 0001550793 2016-05-18

Date of last update: 16 Jan 2025

Sources: Idaho Secretary of State