Plan Snapshot
- Plan Sponsor: Continental Casualty Company
- Sponsor EIN: 362114545
- Sponsor Address: 151 N FRANKLIN ST, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Plan Number: 503
- Total Participants: 4,593
- Total Assets: $6.8M
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 | 4,593 | $6.8M | $57.4M | $17.2M |
| 2023 | 4,437 | $12.1M | $55.9M | $16.8M |
| 2022 | 4,302 | $12.4M | $49.6M | $18.2M |
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 |
|---|---|---|---|---|
| ANTHEM INSURANCE COMPANIES, INC | Other Service Provider | $1,810,535 | — | $1,810,535 |
| ALIGHT SOLUTIONS | Recordkeeper | $1,000,721 | — | $1,000,721 |
| INCLUDED HEALTH, INC. | Other Service Provider | $417,935 | — | $417,935 |
| PERSONIFY HEALTH | Other Service Provider | $226,820 | — | $226,820 |
| HARTFORD | Other Service Provider | $141,334 | — | $141,334 |
| CIGNA HEALTH AND LIFE INSURANCE CO | Other Service Provider | $97,714 | — | $97,714 |
| CARELON BEHAVORIAL HEALTH, INC | Other Service Provider | $94,003 | — | $94,003 |
| WINSTON & STRAWN LLP | ERISA Attorney | $25,804 | — | $25,804 |
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $14,381 | — | $14,381 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT SOLUTIONS — Recordkeeper
- WINSTON & STRAWN LLP — ERISA Attorney
- WILLIS TOWERS WATSON US LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,829,247
- Estimated Expense Ratio: 56.082% 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 | $3,837,000 | — | $2,788,341 | — | — |
| 2023 | $3,917,000 | — | $2,655,210 | — | — |
| 2022 | $3,532,000 | — | $3,258,924 | — | $194,838 |