What public Form 5500 filings show about the Security Mutual Life Insurance Company of New York 401(k) plan — and how to find and check your own account.
Security Mutual Life Insurance Company of New York (EIN 15-0442730) reports SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK PROFIT SHARING PLAN on its most recent Form 5500, with $102.1M in plan assets across 420 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 Security Mutual Life Insurance Company of New York 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Security Mutual Life Insurance Company of New York 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORGAN STANLEY SMITH BARNEY, STRATEGIC ADVISORS, SECURITY MUTUAL LIFE INS CO OF NY, SECURITY ADMINISTRATORS.
