Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Security Mutual Life Ins Co of NY
EIN 15-0442730insuranceLatest filing 2025
Plans
5
Retirement
3
$173.3M assets
Health & Benefits
2
$4.6M premiums
Participants
1,604
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
3 plans aggregated / $173.3M assets / 933 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $4.6M premiums / 575 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.2M
- Prescription drug$4.2M
- Dental$380K
- Life$380K
- Long-term disability$380K
- Other$6K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#004
SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK PROFIT SHARING PLAN
401(k)
Assets$89.9M
Participants391
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
SECURITY MUTUAL LIFE INS CO OF NY HOME OFFICE & AFFILIATES PENSION PLAN
Traditional DB
Assets$65.5M
Participants392
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS' PROFIT SHARING PLAN
401(k)
Assets$17.9M
Participants150
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY HEALTH & WELFARE BENFIT PLAN
Fully insured - MVP HEALTH SERVICES CORP
Premiums$4.6M
Covered lives285
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#510
EMPLOYEE ASSISTANCE PLAN
Fully insured - EMPLOYEE NETWORK, INC.
Premiums$6K
Covered lives290
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK PROFIT SHARING PLAN | 401(k) | $89.9M | 391 | 2025 |
| #001 | SECURITY MUTUAL LIFE INS CO OF NY HOME OFFICE & AFFILIATES PENSION PLAN | Traditional DB | $65.5M | 392 | 2025 |
| #002 | SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS' PROFIT SHARING PLAN | 401(k) | $17.9M | 150 | 2025 |
- #004 · 401(k) · 2025391
- #001 · Traditional DB · 2025392
- #002 · 401(k) · 2025150
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SECURITY MUTUAL LIFE INSURANCE COMPANY OF NY HEALTH & WELFARE BENFIT PLAN | Fully insured | MVP HEALTH SERVICES CORP | $4.6M | 285 | 2025 |
| #510 | EMPLOYEE ASSISTANCE PLAN | Fully insured | EMPLOYEE NETWORK, INC. | $6K | 290 | 2025 |
- #501 · Fully insured · MVP HEALTH SERVICES CORP · 2025285
- #510 · Fully insured · EMPLOYEE NETWORK, INC. · 2025290
Retirement plans
Health & Benefits plans