Plan Snapshot
- Plan Sponsor: Zurich American Insurance Company
- Sponsor EIN: 364233459
- Sponsor Address: 1299 ZURICH WAY, SCHAUMBURG, IL, 60196
- Plan Type: 401(k)
- Total Participants: 9,738
- Total Assets: $3.7B
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 | 9,738 | $3.7B | $112.2M | $106.7M |
| 2023 | 9,301 | $3.4B | $108.3M | $102.2M |
| 2022 | 9,352 | $2.9B | $101.5M | $93.6M |
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 |
|---|---|---|---|---|
| ERNST & YOUNG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST & YOUNG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $755,579 | — | — | — | — |
| 2023 | $709,700 | — | — | — | — |
| 2022 | $1,063,163 | — | — | — | — |