Plan Snapshot
- Plan Sponsor: Old Republic International Corp
- Sponsor EIN: 362678171
- Sponsor Address: 307 N. MICHIGAN AVE., CHICAGO, IL, 606015311
- Plan Type: DB
- Total Participants: 565
- Total Assets: $519.3M
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 | 565 | $519.3M | $0 | $0 |
| 2023 | 630 | $520.7M | $0 | $0 |
| 2022 | 679 | $507.2M | $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 |
|---|---|---|---|---|
| PENSION BENEFITS GUARANTY CORP | GOVERNMENT AGENCY | $479,485 | — | $479,485 |
| MERCER HUMAN RESOURCE CONSULTING | ACTUARY | $200,357 | — | $200,357 |
| EMPOWER ANNUITY INSURANCE COMPANY | THIRD PARTY ADMINISTRATOR | $90,863 | — | $90,863 |
| PRINCIPAL TRUST COMPANY | CUSTODIAN | $44,590 | — | $44,590 |
| CBIZ CPAS P.C. | AUDITOR | $36,000 | — | $36,000 |
| THE NORTHERN TRUST | INVESTMENT MGMT. | $30,808 | — | $30,808 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $882,103
- Estimated Expense Ratio: 0.170% 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 | $882,103 | $166,261 | — | $36,000 | — |
| 2023 | $892,899 | $199,138 | — | $35,000 | — |
| 2022 | $2,965,187 | $224,291 | — | — | $195,984 |