Plan Snapshot
- Plan Sponsor: Selective Insurance Company Of America
- Sponsor EIN: 221272390
- Sponsor Address: 40 WANTAGE AVENUE, BRANCHVILLE, NJ, 07890
- Plan Type: DB
- Total Participants: 417
- Total Assets: $332.6M
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 | 417 | $332.6M | $0 | $0 |
| 2023 | 461 | $348.4M | $0 | $0 |
| 2022 | 528 | $341.8M | $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 |
|---|---|---|---|---|
| TOWERS WATSON | NONE | $471,908 | — | $471,908 |
| AON HEWITT LLC | NONE | $325,094 | — | $325,094 |
| CLEARWATER | NONE | $71,445 | — | $71,445 |
| BLACKROCK INSTITUTIONAL TRUST COMPA | NONE | $53,895 | — | $53,895 |
| CROWE LLP | NONE | $44,293 | — | $44,293 |
| AXA EQUITABLE LIFE INSURANCE CO | NONE | $27,052 | — | $27,052 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON HEWITT LLC — NONE
- AXA EQUITABLE LIFE INSURANCE CO — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $993,687
- Estimated Expense Ratio: 0.299% 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 | $1,277,655 | — | $27,052 | $44,293 | — |
| 2023 | $1,191,573 | — | $26,872 | $35,038 | — |
| 2022 | $1,255,417 | $633,316 | $24,596 | — | $347,336 |