What public Form 5500 filings show about the Monarch Life Insurance Company 401(k) plan — and how to find and check your own account.
Monarch Life Insurance Company (EIN 04-1630650) reports MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN on its most recent Form 5500, with $38.3M in plan assets across 32 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 Monarch Life Insurance Company filing — schedules, fees, and providers.
Monarch Life Insurance Company’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Monarch Life Insurance CompanyHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MEYERS BROTHERS KALICKA.
