2025-11-07T12:43:54-05:00 2024-12-31 205520612 L M HENDERSON & COMPANY LLP 450 E 96TH ST STE 200 INDIANAPOLIS IN 462403797 990 2024-01-01 351545846 NATIONAL ASSOCIATION OF MUTUAL INSURANCE COMPANIES GROUP INSURANCE NATI 3178755250 PO BOX 68700 INDIANAPOLIS IN 46268 NATHAN SALATI CFO 8003362642 2025-11-06 true false JAMES J CLINE P00151432 3175661000 2025-11-06 2024 2025-03-06 01:10:19Z NATHAN SALATI 3601 VINCENNES ROAD INDIANAPOLIS IN 46268 1318869 false X WWW.NAMIC.ORG X 1972 IN TO PROVIDE LIFE, DENTAL, VISION, AND DISABILITY BENEFITS TO ELIGIBLE EMPLOYEES OF THE NATIONAL ASSOCIATION OF MUTUAL INSURANCE COMPANIES AND ITS MEMBER COMPANIES UNDER GROUP INSURANCE CONTRACTS WITH INSURANCE COMPANIES. 7 7 0 7 120237 37709 0 1087346 1131354 76957 120237 961 0 1165264 1251591 0 1087346 1131354 0 0 0 73496 99904 1160842 1231258 4422 20333 3068842 3098697 14441 2499 3054401 3096198 TO PROVIDE LIFE, DENTAL, VISION, AND DISABILITY BENEFITS TO ELIGIBLE EMPLOYEES OF THE NATIONAL ASSOCIATION OF MUTUAL INSURANCE COMPANIES AND ITS MEMBER COMPANIES UNDER GROUP INSURANCE CONTRACTS WITH INSURANCE COMPANIES. false false TO PROVIDE LIFE, DENTAL, VISION, AND DISABILITY BENEFITS TO ELIGIBLE EMPLOYEES OF THE NATIONAL ASSOCIATION OF MUTUAL INSURANCE COMPANIES AND ITS MEMBER COMPANIES UNDER GROUP INSURANCE CONTRACTS WITH INSURANCE COMPANIES. false false false false false false false false false false false false false false true true false false false false false false false false false false false false true false false false false false false false false false false false true false false true 1 0 0 true true false false false false false false false X 7 7 false true false false false false false true true false false true true true true true true false false false IN X NATHAN SALATI 3178755250 3601 VINCENNES ROAD INDIANAPOLIS IN 46268 CRISTA HASSETT SVP - EVENTS 1.00 39.00 X 0 310492 36622 MARK VANDER KOOY FORMER CSO 1.00 39.00 X 0 325855 13512 JENNIFER STEIDLER TRUSTEE 1.00 39.00 X 0 156350 25081 TIFFANY STOKES EMP BENEFITS 1.00 39.00 X 0 101223 27566 LIESL KREISCHER TRUSTEE 1.00 X 0 0 0 PHILLIP LEWIS TRUSTEE 1.00 X 0 0 0 JASON MOELLER TRUSTEE 1.00 X 0 0 0 ERIC SCHMADER TRUSTEE 1.00 X 0 0 0 SUSAN TAGGART TRUSTEE 1.00 2.00 X 0 0 0 GREGG DYKSTRA INTERIM CHAI 1.00 X 0 0 0 893920 102781 false true false EMPLOYER CONTRIBUTIONS 525100 1131354 1131354 1131354 86015 86015 101500 67278 34222 34222 34222 1251591 1131354 120237 1131354 24100 5621 935 42222 INCOME TAX EXPENSE 27026 1231258 0 0 0 24080 7991 3027 3823 24630 24629 3005906 3045467 11199 16787 3068842 3098697 14441 2499 14441 2499 X 3054401 3096198 3054401 3096198 3068842 3098697 X 20333 21464 X false true X true false X 1240408 21464 21464 1218944 5621 27026 32647 1251591 1198611 1198611 5621 27026 32647 1231258 SCHEDULE D, PAGE 3, PART X THE TRUST OBTAINED ITS LATEST DETERMINATION LETTER ON JANUARY 8, 2002, IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE TRUST, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE (THE CODE). THE TRUST HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE TRUST ADMINISTRATOR AND THE TRUST'S TAX COUNSEL BELIEVE THAT THE TRUST IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE CODE. IN ACCORDANCE WITH SECTION 419A OF THE CODE, THE TRUST IS SUBJECT TO TRUST TAX RATES ON NET INCOME EARNED FROM UNRELATED BUSINESS ACTIVITIES. AS THE TRUST IS A FULLY INSURED VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION, INVESTMENT INCOME LESS RELATED INVESTMENT FEES ARE SUBJECT TO TAX, EXCLUDING INVESTMENT INCOME FROM TAX EXEMPT SOURCES. AT DECEMBER 31, 2024 AND DECEMBER 31, 2023, THE TRUST HAD NET FEDERAL AND STATE INCOME TAXES RECOVERABLE OF 10,382 AND 5,377, RESPECTIVELY. MANAGEMENT EVALUATES ALL SIGNIFICANT INCOME TAX POSITIONS THAT IT TAKES. FOR THE YEARS ENDED DECEMBER 31, 2024 AND DECEMBER 31, 2023, MANAGEMENT DOES NOT BELIEVE THAT IT HAS TAKEN ANY TAX POSITIONS THAT WOULD REQUIRE THE RECORDING OF ANY ADDITIONAL TAX LIABILITY NOR DOES IT BELIEVE THAT THERE ARE ANY UNREALIZED TAX BENEFITS THAT WOULD EITHER INCREASE OR DECREASE WITHIN THE NEXT TWELVE MONTHS. THE TRUST RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE. NO INTEREST OR PENALTIES HAVE BEEN ACCRUED OR CHARGED TO EXPENSE FOR UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2024 AND DECEMBER 31, 2023. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS, HOWEVER THERE ARE NO CURRENT AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ANNUAL INFORMATION RETURNS FOR THE TRUST ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE DATE THEY ARE FILED. SCHEDULE D, PAGE 4, PART XI, LINE 4B INCOME TAX EXPENSE 27,026 SCHEDULE D, PAGE 4, PART XII, LINE 4B INCOME TAX EXPENSE 27,026 false false false CRISTA HASSETT SVP - EVENTS 232294 75000 3198 27470 9152 347114 MARK VANDER KOOY FORMER CSO 95985 97500 132370 7708 5804 339367 JENNIFER STEIDLER TRUSTEE 142747 10800 2803 8912 16169 181431 SCHEDULE J, PART III SCHEDULE J, PART II: NAMIC, FEIN 35-0539460, OWNS 100% OF A SUBSIDIARY CALLED NAMIC SERVICE CORPORATION (NSC), FEIN 35-1176317, WHO OWNS 100% OF A SUBSIDIARY CALLED NAMIC INSURANCE AGENCY (NIA), FEIN 35-1469772. NAMIC GROUP INSURANCE TRUST, NAMIC, NIA, AND NSC ARE ALL RELATED THROUGH COMMON MANAGEMENT. FORM 990, PAGE 6, PART VI, LINE 3 NAMIC GROUP INSURANCE TRUST DELEGATES ADMINISTRATION SERVICES TO NAMIC INSURANCE AGENCY, A RELATED ORGANIZATION. SUCH SERVICES INCLUDE ACCOUNTING, REPORTING, GOVERNANCE, COMMUNICATIONS, CUSTOMER SERVICE, VENDOR MANAGEMENT, INFORMATION TECHNOLOGY, AND BILLING. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 WILL BE PROVIDED THROUGH EMAIL TO EACH TRUSTEE PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PAGE 6, PART VI, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED AT ORIENTATION OF NEW TRUSTEES, AT TRUSTEE FIDUCIARY REVIEWS EVERY TWO YEARS, AND AS NEEDED DURING MEETINGS. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 INCOME TAX EXPENSE -27,026 INCOME TAX EXPENSE 27,026 NATIONAL ASN OF MUTUAL INSURANCE CO 3601 VINCENNES ROAD INDIANAPOLIS IN 46268 350539460 ADVOCACY IN 501C6 N/A N/A false NAMIC SERVICE CORPORATION 3601 VINCENNES ROAD INDIANAPOLIS IN 46268 351176317 MANAGEMENT IN NAMIC INC C CORP false NAMIC INSURANCE AGENCY 3601 VINCENNES ROAD INDIANAPOLIS IN 46268 351469772 INSURANCE IN NSC C CORP false 1859 MUTUAL N/A false AFFINITY MUTUAL INSURANCE COMPANY N/A false AGRICULTURAL WORKERS MUTUAL AUTO IN N/A false ALAMANCE FARMERS' MUTUAL INSURANCE N/A false ALBANY MUTUAL INSURANCE COMPANY N/A false ALLEGANY CO-OP INSURANCE COMPANY N/A false AMERICAN MUTUAL INSURANCE ASSOCIATI N/A false ARNSBERG FARMERS' MUTUAL INS CO N/A false AUGUSTA MUTUAL INSURANCE COMPANY N/A false BALDWIN MUTUAL INSURANCE COMPANY I N/A false BALTIMORE EQUITABLE INSURANCE N/A false BELLE PRAIRIE MUTUAL INSURANCE COMP N/A false BENT OAK MUTUAL N/A false BIRD ISLAND -HAWK CREEK MUTUAL INSU N/A false BISHOP MUTUAL INSURANCE COMPANY N/A false BLACK HAWK MUTUAL INSURANCE CO N/A false BLOOMFIELD MUTUAL INSURANCE COMPANY N/A false BOONE FARMERS MUTUAL INSURANCE ASSO N/A false BRADFORD VICTOR-ADAMS MUTUAL INSURA N/A false BREMEN FARMERS' MUTUAL INSURANCE CO N/A false BRETHREN MUTUAL AID AGENCY INC N/A false BRIAR CREEK MUTUAL INSURANCE COMPAN N/A false BUCHANAN COUNTY MUTUAL INSURANCE CO N/A false BUFFALO LAKE-NEW AUBURN MUTUAL INSU N/A false BUNCETON MUTUAL INSURANCE COMPANY N/A false CALIFORNIA MUTUAL INSURANCE COMPANY N/A false CALLICOON COOPERATIVE INSURANCE COM N/A false CASCADE FARMERS MUTUAL INSURANCE CO N/A false CENTER MUTUAL INSURANCE COMPANY N/A false CENTRAL CO-OPERATIVE INSURANCE COMP N/A false CENTRAL ILLINOIS MUTUAL INSURANCE C N/A false CENTRAL WISCONSIN MUTUAL INSURANCE N/A false CENTURY MUTUAL INSURANCE ASSOCIATIO N/A false CENTURY MUTUAL INSURANCE COMPANY N/A false CFM INSURANCE INC N/A false CHAUTAUQUA PATRONS' INSURANCE COMPA N/A false CHISAGO LAKES-GERMAN FARMERS MUTUAL N/A false CLAREMONT FARMERS MUTUAL FIRE INSUR N/A false CLAVERACK CO-OP INSURANCE COMPANY N/A false COLFAX FARMERS MUTUAL INSURANCE COM N/A false DANISH MUTUAL INSURANCE ASSC OF SH N/A false DAVIDSON COUNTY MUTUAL INSRANCE COM N/A false DECATUR COUNTY FARMERS MUTUAL INSRA N/A false DELAWARE MUTUAL INSURANCE COMPANY N/A false DICKINSON COUNTY MUTUAL INSURANCE A N/A false DMC MUTUAL INSURANCE ASSOCIATION N/A false EAGLE MUTUAL N/A false EAGLE POINT MUTUAL INSURANCE COMPAN N/A false EASTERN OHIO MUTUAL FIRE AND TORNAD N/A false FARM & HOME SECURITY MUTUAL INSURAN N/A false FARMERS & LABORERS MUTUAL INSURANCE N/A false FARMERS & MERCHANTS MUTUAL FIRE INS N/A false FARMERS FIRE INSURANCE COMPANY INC N/A false FARMERS MUTUAL FIRE INS CO OF MCC N/A false FARMERS MUTUAL FIRE INSURANC ASSCO N/A false FARMERS MUTUAL FIRE INSURANCE CO O N/A false FARMERS MUTUAL FIRE INSURANCE CO O N/A false FARMERS MUTUAL INSURANCE ASSOCIATIO N/A false FARMERS MUTUAL INSURANCE ASSOCIATIO N/A false FARMERS MUTUAL INSURANCE COMPANY N/A false FARMERS MUTUAL INSURANCE COMPANY OF N/A false FARMERS MUTUAL INSURANCE COMPANY OF N/A false FARMERS MUTUAL INSURANCE COMPANY OF N/A false FARMERS MUTUAL INSURANCE COMPANY OF N/A false FARMERS MUTUAL PROTECTIVE ASSOC OF N/A false FARMERS PIONEER MUTUAL INSURANCE CO N/A false FARMERS UNION MUTUAL INSURANCE COMP N/A false FERDINAND FARMERS MUTUAL INSURANCE N/A false FINGER LAKES FIRE & CASUALTY COMPAN N/A false FLAXTON FARMERS MUTUAL FIRE INSURAN N/A false FLOM REGION MUTUAL INSURANCE COMPAN N/A false FORRESTON MUTUAL INSURANCE COMPANY N/A false FORWARD MUTUAL INSURANCE COMPANY N/A false FREDERICK MUTUAL INSURANCE COMPANY N/A false FRIENDS COVE MUTUAL INSURANCE COMPA N/A false FRONTIER-MT CARROLL MUTUAL INSURANC N/A false FULMONT MUTUAL INSURANCE COMPANY N/A false GEM STATE INSURANCE COMPANY N/A false GENESEE PATRONS CO-OP INSURANCE COM N/A false GERMAN FARMERS MUTUAL INSURANCE ASS N/A false GERMAN FARMERS MUTUAL INSURANCE COM N/A false GERMAN MUTUAL INS ASSOCIATION OF NE N/A false GERMANTOWN MUTUAL INSURANCE COMPANY N/A false GRANGE INSURANCE ASSOCIATION N/A false GRAYSON CARROLL WYTHE MUTUAL INSURA N/A false GREAT LAKES MUTUAL INSURANCE COMPAN N/A false GUARDIAN MUTUAL INSURANCE ASSOC N/A false HALIFAX MUTUAL INSURANCE COMPANY N/A false HALLOCK FARMERS MUTUAL FIRE INSURAN N/A false HAMBLEN MUTUAL INSURANCE COMPANY N/A false HEARTLAND MUTUAL INSURANCE ASSOCIAT N/A false HEARTLAND MUTUAL INSURANCE COMPANY N/A false HEARTLAND MUTUAL INSURANCE COMPANY N/A false HERITAGE MUTUAL INSURANCE N/A false HOLMES CITY FARMERS MUTUAL INSURANC N/A false HOME MUTUAL INSURANCE ASSC OF CARR N/A false HOME MUTUAL INSURANCE COMPANY N/A false HOMETOWN MUTUAL INSURANCE COMPANY N/A false HOPE MUTUAL INSURANCE COMPANY N/A false HOWARD COUNTY MUTUAL INSURANCE ASSO N/A false HUMBOLDT MUTUAL INSURANCE ASSOCIATI N/A false ILLINOIS ASSOCIATION OF MUTUAL INSU N/A false INLAND MUTUAL INSURANCE COMPANY N/A false INSURANCE INSTITUTE OF INDIANA INC N/A false ITASCA MUTUAL INSURANCE COMPANY N/A false JCM MUTUAL INSURANCE ASSOCIATION N/A false JERSEYVILLE MUTUAL INSURANCE COMPAN N/A false KANSAS MUTUAL INSURANCE COMPANY N/A false KENTUCKY GROWERS INSURANCE COMPANY N/A false KERKHOVEN & HAYES MUTUAL INSURANCE N/A false LA PRAIRIE MUTUAL INSURANCE COMPANY N/A false LA PRAIRIE MUTUAL INSURANCE COMPANY N/A false LEATHERSTOCKING COOPERATIVE INSURAN N/A false LEBANON CLYMAN MUTUAL INSURANCE COM N/A false LEENTHROP FARMERS MUTUAL INSURANCE N/A false LITITZ MUTUAL INSURANCE COMPANY N/A false MADELIA-LAKE CRYSTAL MUTUAL INSURAN N/A false MADISON MUTUAL INSURANCE COMPANY N/A false MAPLE VALLEY MUTUAL INSURANCE COMPA N/A false MARSHALL COUNTY MUTUAL INSURANCE CO N/A false MARSHALL MUTUAL INSURANCE COMPANY N/A false MARYSVILLE MUTUAL INSURANCE COMPANY N/A false MCMILLAN WARNER MUTUAL INSURANCE CO N/A false MEMBERS MUTUAL INSURANCE ASSOCIATIO N/A false MENDOTA MUTUAL INSURANCE COMPANY N/A false MENNONITE INSURANCE SERVICES INC N/A false MFS MUTUAL INSURANCE COMPANY N/A false MID-HUDSON CO-OP INSURANCE COMPANY N/A false MID-MINNESOTA MUTUAL INSURANCE COMP N/A false MID-STATE FARMERS MUTUAL INSURANCE N/A false MID-STATE MUTUAL INSURANCE COMPANY N/A false MINNESOTA ASSOCIATION OF FARM MUTUA N/A false MINNVALLEY MUTUAL INSURANCE COMPANY N/A false MISSOURI HOMETOWN MUTUAL INSURANCE N/A false MT PLEASANT-PERRY MIDDLETON MUTUAL N/A false MUENSTER FARM MUTUAL FIRE INSURANCE N/A false MUTUAL ASSURANCE SOCIETY OF VIRGINI N/A false MUTUAL HOME INSURANCE COMPANY N/A false MUTUAL INSURANCE ASSOCIATION OF IOW N/A false MUTUAL OF ARKANSAS INSURANCE N/A false MUTUAL OF IN INSURANCE COMPANY N/A false MUTUAL PROTECTIVE ASSOCIATION OF WE N/A false NORTH BRANCH MUTUAL INSURANCE COMPA N/A false NORTH CAROLINA GRANGE MUTUAL INSURA N/A false NORTHERN MUTUAL INSURANCE COMPANY N/A false NORTHERN NECK INSURANCE COMPANY N/A false NORTHWEST G F MUTUAL INSURANCE COMP N/A false NORWEGIAN MUTUAL INSURANCE ASSOCIAT N/A false NORWEGIAN MUTUAL INSURANCE COMPANY N/A false OAKWOOD MUTUAL INSURANCE COMPANY N/A false OHIO INSURANCE INSTITUTE N/A false OSCAR-PARKE MUTUAL INSURANCE COMPAN N/A false OTSEGO MUTUAL FIRE INSURANCE COMPAN N/A false OWATONNA MUTUAL FIRE INSURANCE COMP N/A false PALMYRA FARMERS' MUTUAL INSURANCE C N/A false PALO MUTUAL INSURANCE COMPANY N/A false PANHANDLE FARMERS MUTUAL INSURANCE N/A false PENNSYLVANIA ASSOCIATION OF MUTUAL N/A false PERRY COUNTY MUTUAL FIRE INSURANCE N/A false PERU WALTHAM MUTUAL INSURANCE COMPA N/A false POCAHONTAS MUTUAL INSURANCE ASSOCIA N/A false PRACTICE PROTECTION INSURANCE SERV N/A false PRAIRIE MUTUAL INSURANCE ASSOCIATIO N/A false PRAIRIE PINE MUTUAL INSURANCE COMPA N/A false PRAIRIE WEST MUTUAL INSURANCE COMPA N/A false RANCHERS & FARMERS MUTUAL INSURANCE N/A false RANDOLPH MUTUAL INSURANCE COMPANY N/A false REDWOOD COUNTY FARMERS MUTUAL INSUR N/A false REEDSBURG-WESTFIELD MUTUAL INSURANC N/A false RIVER VALLEY MUTUAL INSURANCE COMPA N/A false RIVERSIDE MUTUAL INSURANCE COMPANY N/A false ROCKFORD MUTUAL INSURANCE COMPANY N/A false ROWAN MUTUAL FIRE INSURANCE COMPANY N/A false SANDY & BEAVER VALLEY FARMERS MUTUA N/A false SAUCON MUTUAL INSURANCE COMPANY N/A false SAUQUOIT VALLEY INSURANCE COMPANY N/A false SHENANDOAH MUTUAL FIRE INSURANCE CO N/A false SOUTHEAST MISSOURI MUTUAL FIRE INSU N/A false SOUTHEAST MUTUAL INSURANCE COMPANY N/A false SOUTHEAST MUTUAL INSURANCE COMPANY N/A false SOUTHERN MUTUAL INSURANCE COMPANY N/A false SOUTHWEST MUTUAL INSURANCE COMPANY N/A false SPRING VALE MUTUAL INSURANCE COMPAN N/A false STARK FARMERS MUTUAL FIRE INSURANCE N/A false STATEWIDE UNDERWRITERS AGENCY INC N/A false STEELE TRAILL COUNTY MUTUAL INSURAN N/A false STONEWALL FARM MUTUAL INSURANCE COM N/A false SVEA MUTUAL INSURANCE COMPANY N/A false SWEET TOWNSHIP MUTUAL FIRE INSURANC N/A false TARA MUTUAL FIRE INSURANCE COMPANY N/A false TEXAS COUNTY MUTUAL INSURANCE COMPA N/A false TEXAS PIONEER FARM MUTUAL INSURANCE N/A false UNITED FRONTIER MUTUAL INSURANCE CO N/A false UNITED MUTUAL INSURANCE ASSOCIATION N/A false WALCOTT MUTUAL INSURANCE ASSOCIATIO N/A false WANAMINGO MUTUAL FIRE INSURANCE COM N/A false WASHINGTON COUNTY CO-OP INSURANCE C N/A false WAYNE MUTUAL INSURANCE COMPANY N/A false WEST BRANCH MUTUAL INSURANCE COMPAN N/A false WEST CENTRAL MUTUAL INSURANCE COMPA N/A false WEST MCLEAN COUNTRY FARMERS MUTUAL N/A false WEST SIDE MUTUAL INSURANCE ASSOCIAT N/A false WESTBROOK MUTUAL INSURANCE COMPANY N/A false WESTERN ILLINOIS MUTUAL INSURANCE C N/A false WESTERN IOWA MUTUAL INSURANCE ASSOC N/A false WESTERN MUTUAL FIRE INSURANCE COMPA N/A false WHITE PIGEON MUTUAL INSURANCE ASSOC N/A false WILMINGTON MUTUAL INSURANCE COMPANY N/A false WISCONSIN ASSOCIATION OF MUTUAL INS N/A false WISCONSIN INSURANCE ALLIANCE N/A false WISCONSIN RIVER MUTUAL N/A false WOODLAND MUTUAL INSURANCE COMPANY N/A false YOUNG AMERICA MUTUAL INSURANCE COMP N/A false false false false false false false false false false false false false false false false false false false true NAMIC INSURANCE AGENCY S 1131354 COST