Plan Snapshot
- Plan Sponsor: Secura Insurance, A Mutual Company
- Sponsor EIN: 390355180
- Sponsor Address: 1500 MUTUAL WAY, NEENAH, WI, 54956
- Plan Type: DB
- Total Participants: 139
- Total Assets: $90.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 139 | $90.6M | $843,640 | $0 |
| 2023 | 149 | $88.9M | $0 | $0 |
| 2022 | 159 | $134.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | $13,125 | — | $13,125 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,125
- Estimated Expense Ratio: 0.014% 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 | $420,050 | $243,676 | — | $13,125 | — |
| 2023 | $925,285 | $349,609 | — | $12,075 | — |
| 2022 | $461,782 | $347,981 | $44,184 | — | $64,900 |