# Monarch Life Insurance Company 401(k) Plan
Source: https://planprovider.pro/companies/monarch-life-insurance-company-401k-plan

> Monarch Life Insurance Company's 401(k) plan: 32 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Monarch Life Insurance Company

- **Sponsor EIN:** 041630650

- **Sponsor Address:** 330 WHITNEY AVENUE, SUITE 500, HOLYOKE, MA, 01040

- **Plan Type:** 401(k)

- **Total Participants:** 32

- **Total Assets:** $38.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|32|$38.3M|$0|$381,070|

| 2023|34|$39.7M|$0|$360,893|

| 2022|37|$37.0M|$0|$351,891|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MEYERS BROTHERS KALICKA|NONE|$15,400|—|$15,400|

| MEYERS BROTHERS KALICKA, P.C.|Auditor|$15,400|—|$15,400|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $30,800

- **Estimated Expense Ratio:** 0.080% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$17,948|—|—|$15,400|—|

| 2023|$15,795|—|—|$15,000|—|

| 2022|$16,668|—|—|—|$15,663|

## Similar Plans

- [John Hancock Life Insurance Company U.S.A](https://planprovider.pro/companies/john-hancock-life-insurance-company-u-s-a-plan-004) — 33 participants

- [Boston Mutual Life Insurance Co](https://planprovider.pro/companies/boston-mutual-life-insurance-co-plan) — 51 participants

- [M Bernstein Insurance Agency, INC.](https://planprovider.pro/companies/m-bernstein-insurance-agency-inc-401k-plan) — 1 participants

- [Massachusetts Mutual Life Insurance Company](https://planprovider.pro/companies/massachusetts-mutual-life-insurance-company-401k-plan-468) — 70 participants

- [The Savings Bank Mutual Life Insurance Company Of Massachusetts](https://planprovider.pro/companies/the-savings-bank-mutual-life-insurance-company-of-massachusetts-401k-plan) — 207 participants

- [Sun Life Financial U.S. Services Company, INC.](https://planprovider.pro/companies/sun-life-financial-u-s-services-company-inc-plan-001) — 295 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/monarch-life-insurance-company-401k-plan)

© 2026 PlanProvider.Pro