Find an old Secura Insurance 401(k)

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

Secura Employees' Salary Savings Plan

Secura Insurance Company · Plan 002 · EIN 39-0355180 · Neenah, WI

Active · plan year 2024 filing401(k)
Plan administratorSecura Insurance Company
1500 Mutual Way, P.O. Box 819, Neenah, WI 54956
Form 5500 ↗
Recordkeeper (who holds the accounts)The Vanguard Group, Inc.Schedule C ↗
Former employees with balances213 separated participants still had money in the planForm 5500 ↗

Secura Employees' Pension Plan

Secura Insurance, a Mutual Company · Plan 001 · EIN 39-0355180 · Neenah, WI

Active · plan year 2024 filingPension (defined benefit)
Plan administratorSecura Insurance, a Mutual Company
1500 Mutual Way, Neenah, WI 54956
Form 5500 ↗
Recordkeeper (who holds the accounts)Principal Financial Group IncSchedule C ↗
Former employees with balances70 separated participants still had money in the planForm 5500 ↗

Secura 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 Secura Insurance 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Secura Insurance Company, (920) 830-4352. The accounts are held by the recordkeeper, The Vanguard Group, Inc.. Have your Social Security number and dates of employment ready.

What is the Secura Insurance 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (920) 830-4352.

Contacts are as filed on each plan's latest Form 5500 and may be out of date.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