Plan Snapshot
- Plan Sponsor: Continental Casualty Company
- Sponsor EIN: 362114545
- Sponsor Address: 151 N FRANKLIN ST, CHICAGO, IL, 60606
- Plan Type: DB
- Total Participants: 367
- Total Assets: $848.9M
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 | 367 | $848.9M | $0 | $0 |
| 2023 | 400 | $1.9B | $0 | $0 |
| 2022 | 457 | $1.9B | $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 |
|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | RECORDKEEPER | $974,654 | $2,162 | $976,816 |
| WILLIS TOWERS WATSON US LLC | NONE | $770,361 | — | $770,361 |
| NEUBERGER BERMAN GROUP LLC | NONE | — | $141,259 | $141,259 |
| JP MORGAN CHASE BANK, NA | CUSTODIAN | $22,071 | $25,105 | $47,176 |
| SEYFARTH SHAW | NONE | $36,866 | — | $36,866 |
| PLANTE & MORAN PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT SOLUTIONS LLC — RECORDKEEPER
- WILLIS TOWERS WATSON US LLC — NONE
- JP MORGAN CHASE BANK, NA — CUSTODIAN
- SEYFARTH SHAW — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,972,478
- Estimated Expense Ratio: 0.232% 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 | $3,289,000 | $238,919 | — | — | — |
| 2023 | $2,774,000 | -$43,051 | — | — | — |
| 2022 | $4,643,000 | $922,718 | $1,073,231 | — | $157,530 |