Preferred Mutual Insurance Company 401(k) Plan

The Preferred Mutual Insurance Company 401(k) on its latest Form 5500

Preferred Mutual Insurance Company (EIN 15-0420080) reports PREFERRED MUTUAL INSURANCE COMPANY EMPLOYEES' CASH AND DEFERRED SAVINGS PROFIT SHARING PLAN on its most recent Form 5500, with $48.4M in plan assets across 312 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 Preferred Mutual Insurance Company filing — schedules, fees, and providers.

Who runs the Preferred Mutual Insurance Company 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Preferred Mutual Insurance Company 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS, FIDELITY MANAGEMENT TRUST.

How to check your Preferred Mutual Insurance Company 401(k)

• Log in to Fidelity’s participant portal (the site on your statements).
• Ask Preferred Mutual 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).