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Original filing (PDF)20251013154122NAL0001641265001
NEW LONDON COUNTY MUTUAL INSURANCE COMPANY
Form 5500
FILING_RECEIVED
SAVINGS PLAN OF NEW LONDON COUNTY MUTUAL INSURANCE COMPANY
401(k) retirement plan
Active participants
78
Accounts w/ balance
119
Plan assets (EOY)
$29.4M
Net assets (EOY)
$29.4M
How this plan invests
This plan
1 pooled trust
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEW LONDON COUNTY MUTUAL INSURANCE COMPANY.
Plan sponsor
Name
NEW LONDON COUNTY MUTUAL INSURANCE COMPANY
EIN
06-0470180
Address
P. O. BOX 40 · NORWICH, CT · 06360
Phone
(860) 887-3553
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $18K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $25K | — |
Investments
17 direct securities · 1 pooled fund· $29.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$27.6M
17 holdings
Common Collective Trust
$1.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX | — | — | — | $5.5M | 18.7% | |
| FID GROWTH DISC K | — | — | — | $5.2M | 17.8% | |
| AF AMER MUTUAL R6 | — | — | — | $4.0M | 13.5% | |
| AF INCOME FD AMER R6 | — | — | — | $2.2M | 7.4% | |
| AF EUROPAC GROWTH R6 | — | — | — | $1.9M | 6.4% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.8M | 6.2% | |
| AF SMALLCAP WORLD | — | — | — | $1.3M | 4.4% | |
| JPM MID CAP VALUE R6 | — | — | — | $1.1M | 3.8% | |
| FKLN CNVRTBL SEC R6 | — | — | — | $1.1M | 3.8% | |
| FID TOTAL BOND K6 | — | — | — | $985K | 3.3% | |
| NUVEEN REALESTATE R6 | — | — | — | $889K | 3.0% | |
| VANG VMMR-FED MMKT | — | — | — | $824K | 2.8% | |
| VANG EXPLORER ADM | — | — | — | $722K | 2.5% | |
| VANG ST BOND IDX ADM | — | — | — | $559K | 1.9% | |
| FID TOTAL INTL IDX | — | — | — | $523K | 1.8% | |
| FID EXTD MKT IDX | — | — | — | $418K | 1.4% | |
| Various participants | — | — | — | $275K | 0.9% | |
| FID US BOND IDX | — | — | — | $123K | 0.4% |