Trusted Fraternal Life 401(k) match, vesting and fees
What Trusted Fraternal Life's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Associated Trust Company, N.A. | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Trusted Fraternal Life: employer contribution per participant | $3,156 | |
| Peer median | $2,868 |
| Trusted Fraternal Life: average balance | $174,094 | |
| Peer median | $95,281 |
| Trusted Fraternal Life: admin expenses ÷ assets | 0.22% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $30.8M at the end of plan year 2021 to $30.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 189 | $30.1M | $546K | $3,156 | 0.22% | Not published | Form 5500 ↗ |
| 2023 | 188 | $27.2M | $517K | $2,974 | 0.23% | Not published | Form 5500 ↗ |
| 2022 | 186 | $24M | $467K | $2,686 | 0.23% | Not published | Form 5500 ↗ |
| 2021 | 200 | $30.8M | $455K | $2,420 | 0.22% | Not published | Form 5500 ↗ |
Other Trusted Fraternal Life plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Catholic Financial Life Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Retirement Plan for Employees of Woman'S Life
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
American Fraternal Union Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Trusted Fraternal Life match 401(k) contributions?
The match terms for the Trusted Fraternal Life 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $546K in employer contributions, about $3,156 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Trusted Fraternal Life 401(k) match vested?
The vesting schedule for the Trusted Fraternal Life 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trusted Fraternal Life 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Associated Trust Company, N.A.. The plan administrator is Trusted Fraternal Life.
I left Trusted Fraternal Life. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Trusted Fraternal Life, (414) 278-6582) or the recordkeeper, Associated Trust Company, N.A.. The Trusted Fraternal Life old 401(k) page lists the contacts from every plan filing. Find an old Trusted Fraternal Life 401(k)
Data from the public Form 5500 annual reports Trusted Fraternal Life filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Trusted Fraternal Life. Not financial advice. Report a correction · Methodology