What public Form 5500 filings show about the State Volunteer Mutual Insurance Company 401(k) plan — and how to find and check your own account.
State Volunteer Mutual Insurance Company (EIN 62-0965320) reports STATE VOLUNTEER MUTUAL INSURANCE COMPANY THRIFT PLAN on its most recent Form 5500, with $59.6M in plan assets across 141 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 State Volunteer Mutual Insurance Company filing — schedules, fees, and providers.
State Volunteer Mutual 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 State Volunteer Mutual Insurance CompanyHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB & CO, CAPFINANCIAL PARTNERS, CHARLES SCHWAB TRUST BANK, DELTA DENTAL OF TENNESSEE, STANDARD INSURANCE, JLM ACTUARIAL.
