Find an old Badger Mutual Insurance 401(k)

Who to contact about an account in each of the 2 Badger Mutual Insurance plans, from the filings. Free, no sign-up, no Social Security number.

Badger Mutual Insurance Company 401(k) Plan

Badger Mutual Insurance Company · Plan 002 · EIN 39-0143380 · Milwaukee, WI

Active · plan year 2025 filing401(k)
Plan administratorBadger Mutual Insurance Company
1134 North 9th Street, Milwaukee, WI 53233
Form 5500 ↗
Recordkeeper (who holds the accounts)Sentinel Benefits Group, LLCSchedule C ↗
Former employees with balances14 separated participants still had money in the planForm 5500 ↗

Retirement Plan for Employees of Badger Mutual Insurance Company

Badger Mutual Insurance Company · Plan 001 · EIN 39-0143380 · Milwaukee, WI

Frozen · plan year 2025 filingPension (defined benefit)
Plan administratorBadger Mutual Insurance Company
1134 North 9th Street, Milwaukee, WI 53233
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances20 separated participants still had money in the planForm 5500 ↗

Badger Mutual Insurance 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Badger Mutual Insurance 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Badger Mutual Insurance Company, (414) 383-1234. The accounts are held by the recordkeeper, Sentinel Benefits Group, LLC. Have your Social Security number and dates of employment ready.

What is the Badger Mutual Insurance 401(k) phone number?

The plan administrator phone number on the plan year 2025 filing is (414) 383-1234.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Badger Mutual Insurance and does not hold accounts. Not financial advice. Report a correction