Secura Employees' Pension Plan — Form 5500 plan (Secura Insurance, A Mutual Company)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Secura Employees' Pension Plan is a benefit plan reported by Secura Insurance, A Mutual Company under EIN 39-0355180 and plan number 001. The latest loaded filing year is 2023. The filing reports 571 participants and $88,893,299 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Secura Insurance, A Mutual Company
- EIN
- 39-0355180
- Plan number
- 001
- Plan type
- 2
- Location
- Neenah, WI
- Latest filing year
- 2023
- Participants
- 571
- End-of-year plan assets
- $88,893,299
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 571 | H, C | 20241010074208NAL0011276195001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $88,893,299
- Total liabilities (EOY)
- $107,990
- Net assets (EOY)
- $88,785,309
- Net assets (BOY)
- $133,907,455
Income & contributions
- Total contributions
- $0
- Total income / additions
- $16,530,701
Expenses & distributions
- Benefits paid
- $60,727,562
- Administrative expenses
- $925,285
- Total expenses
- $61,652,847
- Net increase / (decrease)
- -$45,122,146
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Palisade Capital Management LLC | NONE | $112,091 | not reported in the loaded dataset | 2023 |
| Sawgrass Asset Management LLC | NONE | $88,153 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | NONE | $81,056 | not reported in the loaded dataset | 2023 |
| Mondrian Investment Group | NONE | $68,308 | not reported in the loaded dataset | 2023 |
| Principal Financial Group Inc | NONE | $37,409 | not reported in the loaded dataset | 2023 |
| Mccready And Keene, Inc. | NONE | $33,450 | not reported in the loaded dataset | 2023 |
| Clifton Larson Allen Llp | NONE | $12,075 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Secura Insurance, A Mutual Company
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Neenah, WI
- Palisade Capital Management LLC — Schedule C compensation
- Sawgrass Asset Management LLC — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Mondrian Investment Group — Schedule C compensation
- Principal Financial Group Inc — Schedule C compensation
- Mccready And Keene, Inc. — Schedule C compensation
- Clifton Larson Allen Llp — Schedule C compensation