New Era Life Ins. Co 401(k) Plan: Login, Facts & Contact Information

New Era Life Ins. Co 401(k) Plan Facts

Plan name
NEW ERA LIFE INSURANCE COMPANY 401(K) PROFIT SHARING PLAN & TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
NEW ERA LIFE INSURANCE COMPANY
Participants
379 (333 active employees)
Former employees with a balance
71
Plan assets
$26,542,750 at Dec 31, 2024
Average account balance
$70,405 across 377 accounts
Employer contributions
$350,978 in plan year 2024 (21% of all contributions)
Recordkeeper
Paychex, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1992
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jan 16, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.65 million went into the plan in contributions, $350,978 of it from the employer (21%).
  • $1.34 million was paid out to participants.
  • Investment and other income added $2.56 million.
  • Administrative expenses were $107,923, about $286 per account.

How the New Era Life Ins. Co 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019292$20.1 million$235,695$1.18 million
2020312$22.4 million$277,850$1.43 million
2021334$24.7 million$307,376$2.29 million
2022346$21.4 million$292,732$1.07 million
2023378$23.8 million$338,426$2.26 million
2024379$26.5 million$350,978$1.34 million

New Era Life Ins. Co 401(k) Contact Information

Phone
281-368-7281
Mailing address
11720 KATY FWY STE 1700, HOUSTON TX 770796578
Plan sponsor
NEW ERA LIFE INSURANCE COMPANY
Employer identification number (EIN)
74-2552025
Plan number
001

Questions about the New Era Life Ins. Co 401(k)

Does New Era Life Ins. Co contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $350,978, 21% of all contributions.

Does the New Era Life Ins. Co 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the New Era Life Ins. Co 401(k) plan?

379 participants at the start of plan year 2024, 333 of them active employees, and 71 former employees who still had money in the plan.

What is the average 401(k) balance at New Era Life Ins. Co?

About $70,405 per account: $26.5 million in plan assets across 377 accounts with a balance at the end of plan year 2024.

Who manages the New Era Life Ins. Co 401(k) accounts?

Paychex (listed on the filing as PAYCHEX, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at New Era Life Ins. Co. How do I access my 401(k)?

Your account stays with Paychex after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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