Original filing (PDF)20251014150922NAL0001591331001

TRUSTED FRATERNAL LIFE

Name: TRUSTED FRATERNAL LIFE — RETIREMENT PLAN FOR EMPLOYEES OF WOMAN'S LIFE, Form 5500 (2024)
Creator: TRUSTED FRATERNAL LIFE

Form 5500

FILING_RECEIVED

RETIREMENT PLAN FOR EMPLOYEES OF WOMAN'S LIFE

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

4 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRUSTED FRATERNAL LIFE.

Plan sponsor

Name

TRUSTED FRATERNAL LIFE

EIN

39-0201015all filings

Address

PO BOX 5020 · PORT HURON, MI · 480615020

Phone

(810) 985-5191

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

007

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

4 pooled funds· $445K

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

			% of plan
CIF GROWTH PORTFOLIO WELLINGTON TRUST COMPANY, NA · EIN 04-2683227 / PN 030	Common Collective Trust	$141K	31.6%
CIF VALUE PORTFOLIO WELLINGTON TRUST COMPANY, NA · EIN 04-2683227 / PN 065	Common Collective Trust	$128K	28.9%
CIF II SMALL CAP 2000 PORTFOLIO WELLINGTON TRUST COMPANY, NA · EIN 04-2683227 / PN 108	Common Collective Trust	$89K	20.0%
CIF MID CAP GROWTH PORTFOLIO WELLINGTON TRUST COMPANY, NA · EIN 04-2683227 / PN 042	Common Collective Trust	$87K	19.5%

1–4 of 4

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