Plan Snapshot
- Plan Sponsor: Old Republic International Corp.
- Sponsor EIN: 362678171
- Sponsor Address: 307 N. MICHIGAN AVE., CHICAGO, IL, 606015311
- Plan Type: 401(k)
- Total Participants: 9,784
- Total Assets: $2.1B
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 | 9,784 | $2.1B | $44.3M | $71.0M |
| 2023 | 9,738 | $1.9B | $63.4M | $67.1M |
| 2022 | 9,909 | $1.7B | $69.0M | $64.3M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | $47,500 | — | $47,500 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,500
- Estimated Expense Ratio: 0.002% 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 | $65,124 | $17,624 | — | $47,500 | — |
| 2023 | $61,358 | $16,358 | — | $45,000 | — |
| 2022 | $52,168 | $17,893 | — | — | $34,275 |