What public Form 5500 filings show about the ALFA Mutual Insurance Company 401(k) plan — and how to find and check your own account.
ALFA Mutual Insurance Company (EIN 63-0262164) reports SAVINGS AND PROFIT SHARING PLAN AND TRUST AGREEMENT OF ALFA MUTUAL INSURANCE COMPANY on its most recent Form 5500, with $271.9M in plan assets across 2,358 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full ALFA Mutual Insurance Company filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your ALFA Mutual Insurance Company 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CVS HEALTH, SEI PRIVATE TRUST CO, NATIONAL COOPERATIVE RX, SEI INVESTMENTS CO, BLUE CROSS AND BLUE SHIELD OF ALABA.
