What public Form 5500 filings show about the Utica First Insurance Company 401(k) plan — and how to find and check your own account.
Utica First Insurance Company (EIN 15-0476540) reports UTICA FIRST INSURANCE COMPANY EMPLOYEES RETIREMENT & SAVINGS PLAN on its most recent Form 5500, with $25.3M in plan assets across 135 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 Utica First 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Utica First Insurance Company 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC FINANCIAL SERVICES.
