What public Form 5500 filings show about the Trusted Fraternal Life 401(k) plan — and how to find and check your own account.
Trusted Fraternal Life (EIN 39-0201015) reports TRUSTED FRATERNAL LIFE 401(K) PLAN on its most recent Form 5500, with $30.1M in plan assets across 109 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 Trusted Fraternal Life filing — schedules, fees, and providers.
Trusted Fraternal Life’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 Trusted Fraternal LifeHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ASSOCIATED TRUST, PARKWAY ADVISORS L P, BAKER TILLY US LLP, MILLIMAN, ASSOCIATED TRUST N A.
