What public Form 5500 filings show about the Concord General Mutual Insurance Company 401(k) plan — and how to find and check your own account.
Concord General Mutual Insurance Company (EIN 02-0131910) reports CONCORD GENERAL MUTUAL INSURANCE COMPANY 401(K) PLAN on its most recent Form 5500, with $30.4M in plan assets across 257 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 Concord General 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 Capital Group (American Funds), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Concord General Mutual Insurance Company 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): COMMONWEALTH EQUITY SERVICES DB, TD BANKNORTH, EPIC RETIREMENT PLAN SERVICES.
