Plan Snapshot
- Plan Sponsor: Continental Casualty Company
- Sponsor EIN: 362114545
- Sponsor Address: 151 N FRANKLIN ST, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 5,585
- Total Assets: $2.5B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,585 | $2.5B | $69.3M | $68.2M |
| 2023 | 5,387 | $2.3B | $66.2M | $64.1M |
| 2022 | 4,990 | $2.0B | $59.5M | $70.3M |
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 |
|---|---|---|---|---|
| ALIGHT SOLUTIONS, LLC | NONE | $1,544,469 | — | $1,544,469 |
| ATLANTA CAPITAL MANAGEMENT CO,LLC | NONE | $524,162 | — | $524,162 |
| LSV ASSET MANAGEMENT | NONE | $460,468 | — | $460,468 |
| INVESCO | NONE | $300,206 | — | $300,206 |
| NORTHERN TRUST INVESTMENTS INC. | NONE | $133,218 | — | $133,218 |
| NORTHERN TRUST COMPANY | TRUSTEE | $18,005 | — | $18,005 |
| PLANTE & MORAN PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT SOLUTIONS, LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,980,528
- Estimated Expense Ratio: 0.119% 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 | $3,021,000 | $2,569,972 | — | — | — |
| 2023 | $2,930,000 | $1,952,324 | — | — | — |
| 2022 | $3,261,000 | $1,854,794 | — | — | — |