Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
EIN 15-0442730insuranceLatest filing 2024
Plans
5
Retirement
3
$162.3M assets
Welfare
2
$4.6M premiums
Participants
1,674
Retirement portfolio analytics
3 plans aggregated / $162.3M assets / 974 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $4.6M premiums / 606 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.2M
- Prescription drug$4.2M
- Dental$350K
- Life$350K
- Long-term disability$350K
- Other$8K
Carrier market share
Premium dollars by Schedule A carrier
92%top
- BLUE CROSS OF CALIFORNIA92%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
- EMPLOYEE NETWORK, INC.0%
- HARTFORD LIFE AND ACCIDENT0%
Broker market share
Schedule A broker compensation
99%top
- BROWN & BROWN INSURANCE SERVICES99%
- EMPLOYEE NETWORK0%
- GRANITE CAPITAL HOLDING, INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK PROFIT SHARING PLAN
401k
Assets$84.2M
Participants403
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SECURITY MUTUAL LIFE INS CO OF NY HOME OFFICE & AFFILIATES PENSION PLAN
TraditionalDB
Assets$60.2M
Participants406
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS' PROFIT SHARING PLAN
401k
Assets$17.9M
Participants165
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY HEALTH & WELFARE BENFIT PLAN
Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD
Premiums$4.5M
Covered lives303
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510
EMPLOYEE ASSISTANCE PLAN
Fully Insured - EMPLOYEE NETWORK, INC.
Premiums$5K
Covered lives303
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK PROFIT SHARING PLAN | 401k | $84.2M | 403 | 2024 | |
| 001 | SECURITY MUTUAL LIFE INS CO OF NY HOME OFFICE & AFFILIATES PENSION PLAN | TraditionalDB | $60.2M | 406 | 2024 | |
| 002 | SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS' PROFIT SHARING PLAN | 401k | $17.9M | 165 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY HEALTH & WELFARE BENFIT PLAN | Fully Insured | EXCELLUS BLUE CROSS BLUE SHIELD | $4.5M | 303 | 2024 | |
| 510 | EMPLOYEE ASSISTANCE PLAN | Fully Insured | EMPLOYEE NETWORK, INC. | $5K | 303 | 2024 |
Retirement plans
Welfare plans