Plan Snapshot
- Plan Sponsor: American Property Casualty Insurance Association
- Sponsor EIN: 200487810
- Sponsor Address: 8700 W. BRYN MAWR, CHICAGO, IL, 60631
- Plan Type: DB
- Total Participants: 27
- Total Assets: $6.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 27 | $6.7M | $500,000 | $0 |
| 2023 | 31 | $7.5M | $635,000 | $0 |
| 2022 | 33 | $22.0M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| STATE STREET GLOBAL ADVISORS | TRUSTEE | $125,000 | — | $125,000 |
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $125,000
- Estimated Expense Ratio: 1.876% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $239,997 | $125,000 | — | — | — |
| 2023 | $296,671 | $128,628 | — | — | — |
| 2022 | $228,109 | $170,145 | — | — | $44,500 |