Back to filter
Original filing (PDF)20251010050122NAL0017731650001
SECURA INSURANCE COMPANY
Form 5500
FILING_RECEIVED
SECURA EMPLOYEES' SALARY SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,063
Accounts w/ balance
1,279
Plan assets (EOY)
$192.7M
Net assets (EOY)
$192.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
51 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SECURA INSURANCE COMPANY.
Plan sponsor
Name
SECURA INSURANCE COMPANY
EIN
39-0355180
Address
1500 MUTUAL WAY · P.O. BOX 819 · NEENAH, WI · 54956
Phone
(920) 830-4352
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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $48K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $39K | — |
| CLIFTON LARSON ALLEN LLP | 41-0746749 | — | NONE | $13K | — |
Investments
50 direct securities · 2 pooled funds· $192.7M(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
$192.0M
50 holdings
Common Collective Trust
$648K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Similar Party Description of Investment Cost ** Value Mutual Funds: (Continued) * Vanguard Target Retirement 2050 Fund | — | — | — | $15.7M | 8.1% | |
| Vanguard Total Stock Market Index Fund: Inst'l Shr | — | — | — | $14.6M | 7.6% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $12.9M | 6.7% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $12.2M | 6.3% | |
| Vanguard Institutional Index Fund Inst'l Shares | — | — | — | $12.0M | 6.2% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $10.5M | 5.5% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $10.3M | 5.3% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $9.9M | 5.1% | |
| Vanguard LifeStrategy Growth Fund | — | — | — | $8.7M | 4.5% | |
| Vanguard Total International Stock Index Fund: Inst'l Shr | — | — | — | $8.5M | 4.4% | |
| Fidelity Contrafund | — | — | — | $8.4M | 4.4% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $7.1M | 3.7% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $6.0M | 3.1% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $5.7M | 2.9% | |
| Vanguard U.S. Growth Fund Admiral Shares | — | — | — | $4.8M | 2.5% | |
| Vanguard Cash Reserves Federal MM Fund Admiral Shares | — | — | — | $4.2M | 2.2% | |
| Vanguard Dividend Growth Fund | — | — | — | $3.7M | 1.9% | |
| Vanguard Wellington Fund Admiral Shares | — | — | — | $3.5M | 1.8% | |
| Vanguard Windsor II Fund Admiral Shares | — | — | — | $3.0M | 1.6% | |
| T. Rowe Price Science & Technology Fund-Advisor Class | — | — | — | $2.8M | 1.4% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $2.6M | 1.3% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $2.6M | 1.3% | |
| Self-Directed Brokerage Account * Vanguard Brokerage Option | — | — | — | $2.3M | 1.2% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $1.8M | 0.9% | |
| Vanguard High-Yield Corporate Fund Admiral Shares | — | — | — | $1.7M | 0.9% | |
| Rates from 3.25% to 8.50%, with various maturities - | — | — | — | $1.7M | 0.9% | |
| Vanguard Target Retirement Income | — | — | — | $1.6M | 0.8% | |
| Vanguard Global Equity Fund | — | — | — | $1.4M | 0.7% | |
| TRP Health Sciences Fund, Retail Class | — | — | — | $1.3M | 0.7% | |
| Vanguard LifeStrategy Moderate Growth Fund | — | — | — | $1.3M | 0.7% | |
| Vanguard Small-Cap Growth Index Fund Admiral | — | — | — | $1.2M | 0.6% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $1.1M | 0.6% | |
| Vanguard Selected Value Fund | — | — | — | $927K | 0.5% | |
| Vanguard International Growth Fund Admiral Shares | — | — | — | $894K | 0.5% | |
| Vanguard International Value Fund | — | — | — | $877K | 0.5% | |
| Northern Small Cap Value Fund | — | — | — | $695K | 0.4% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $648K | 0.3% | |
| Invesco Developing Markets Fund, Class A | — | — | — | $583K | 0.3% | |
| Vanguard Short-Term Investment-Grade Fund: Adm Shr | — | — | — | $449K | 0.2% | |
| Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $390K | 0.2% | |
| Vanguard Long-Term Treasury Fund Admiral Shares | — | — | — | $381K | 0.2% | |
| Franklin Templeton Investments Franklin Utilities Fund | — | — | — | $327K | 0.2% | |
| Vanguard Energy Fund Admiral Shares | — | — | — | $270K | 0.1% | |
| Vanguard International Explorer Fund | — | — | — | $256K | 0.1% | |
| Templeton Global Bond Fund - A Shares | — | — | — | $222K | 0.1% | |
| Emerald Finance & Banking Innovation Fund; Class A | — | — | — | $190K | <0.1% | |
| Vanguard Short-Term Federal Fund Admiral Shares | — | — | — | $138K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $133K | <0.1% | |
| Vanguard Inflation-Protected Securities Fund: Adm Shares | — | — | — | $117K | <0.1% | |
| Vanguard LifeStrategy Conservative Growth Fund | — | — | — | $89K | <0.1% | |
| Vanguard LifeStrategy Income Fund | — | — | — | $83K | <0.1% | |
| VFTC RETIREMENT SAVINGS TRUST VIII VANGUARD FIDUCIARY TRUST COMPANY · EIN 36-7604211 / PN 037 | Common Collective Trust | — | — | $0 | <0.1% |