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MONARCH LIFE INSURANCE COMPANY 401(k) Plan

What public Form 5500 filings show about the MONARCH LIFE INSURANCE COMPANY 401(k) plan — and how to find and check your own account.

Plan assets
$38.3M
Participants
32
Plans on file
1

The MONARCH LIFE INSURANCE COMPANY 401(k) on its latest Form 5500

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.

Who runs the MONARCH LIFE INSURANCE COMPANY 401(k)?

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.

How to check your MONARCH LIFE INSURANCE COMPANY 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask MONARCH LIFE INSURANCE COMPANY HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: MONARCH LIFE INSURANCE COMPANY — all Form 5500 filings (EIN 04-1630650) · Massachusetts employer EIN lookup · Form 5500 search