Plan Snapshot
- Plan Sponsor: Continental Casualty Company
- Sponsor EIN: 362114545
- Sponsor Address: 151 N FRANKLIN ST, CHICAGO, IL, 60606
- Plan Type: Health & Welfare
- Plan Number: 520
- Total Participants: 5,261
- Total Assets: $2,000
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 | 5,261 | $2,000 | $1.1M | $0 |
| 2023 | 3,975 | $32,000 | $422,000 | $0 |
| 2022 | 4,999 | $11,000 | $201,000 | $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 |
|---|---|---|---|---|
| TOTAL MANAGEMENT SOLUTIONS INC. | Other Service Provider | $27,970 | — | $27,970 |
| WINSTON & STRAWN | ERISA Attorney | $7,987 | — | $7,987 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINSTON & STRAWN — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,957
- Estimated Expense Ratio: 1797.850% 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 | $36,000 | — | — | — | — |
| 2023 | $20,000 | — | — | — | — |
| 2022 | $21,000 | — | — | — | $21,000 |