Heather Zebrowski signed Security Mutual Life Insurance Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Security Mutual Life Insurance Company's EIN is 15-0442730.
Download the official 2024 Form 5500 (PDF) for Security Mutual Life Insurance Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Security Mutual Life Insurance Company's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITY MUTUAL LIFE INS CO OF NY | 15-0442730 | — | PLAN SPONSOR | $28K | — |
| SECURITY ADMINISTRATORS, INC. | 16-1209645 | — | WHOLLY OWNED SUBSIDIARY | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | Common Collective Trusts | — | $22.9M | $30.1M | 50.0% | |
| SPDR Intermediate Corporate Bond | Other securities | — | $12.5M | $12.1M | 20.1% | |
| Separate account - interest-bearing cash | Pooled Separate Accounts | — | $5.8M | $5.8M | 9.6% | |
| Vanguard FTSE All-World ex-US Index Fund | Common Collective Trusts | — | $5.0M | $5.0M | 8.3% | |
| Separate account - U.S. government obligations | Pooled Separate Accounts | — | $3.6M | $3.7M | 6.1% | |
| IShares S&P Midcap ETF | Other securities | — | $2.0M | $2.3M | 3.9% | |
| Separate account - mutual funds IShares Core S&P Small Cap | Pooled Separate Accounts | — | $376K | $1.2M | 1.9% | |
| Participant-directed accounts Money market account | Cash / Money Market | — | — | $67K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
