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Form 5500 · Retirement plan · BINGHAMTON, NY

SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

The filing calls this plan SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK CAREER AGENTS' PROFIT SHARING PLAN.

SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK of BINGHAMTON, NY files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 15-0442730 · plan 002 · plan year 2024, filed Oct 13, 2025

Participants at the start of the year
176
Contracts on file
1
Disclosed commissions
$1,075
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK.

$1,075 in agent commissions is disclosed across the contracts; JEFFREY E BOYEA is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORKAnnuity / GIC7December$14,982$1,075

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
SECURITY MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
EIN 15-0442730
MORGAN STANLEY SMITH BARNEY LLC
INVESTMENT ADVISOR · EIN 20-8764829
$14,310
paid directly by the plan
FIDELITY INVESTMENTS INSTITUTIONAL
RECORDKEEPER · EIN 04-2647786
$11,452
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$17,916,200
Paid out in benefits
$3,244,070
Participants at the start of the year
176
Participants with account balances
145

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 16-0919630
JOHNSON LAUDER & SAVIDGE, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

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