What public Form 5500 filings show about the New ERA Life Insurance Company 401(k) plan — and how to find and check your own account.
New ERA Life Insurance Company (EIN 74-2552025) reports NEW ERA LIFE INSURANCE COMPANY 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $26.5M in plan assets across 333 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 New ERA Life 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 Paychex, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your New ERA Life Insurance Company 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MERRILL LYNCH PIERCE FENNER AND S, MERRILL LYNCH PIERCE FENNER, CHERRY BEKAERT LLP, NEW ERA LIFE INSURANCE.
