What public Form 5500 filings show about the Western Reserve Mutual Casualty Company 401(k) plan — and how to find and check your own account.
Western Reserve Mutual Casualty Company (EIN 34-0613930) reports WESTERN RESERVE GROUP 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $62.0M in plan assets across 287 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 Western Reserve Mutual Casualty 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Western Reserve Mutual Casualty Company 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): COMMUNITY INSURANCE G1728, ANTHEM LIFE INSURANCE CO G1400.
