Plan Snapshot
- Plan Sponsor: Zurich American Insurance Company
- Sponsor EIN: 364233459
- Sponsor Address: 1299 ZURICH WAY, SCHAUMBURG, IL, 601961056
- Plan Type: DB
- Total Participants: 4,959
- Total Assets: $1.3B
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 | 4,959 | $1.3B | $0 | $0 |
| 2023 | 5,426 | $1.3B | $0 | $0 |
| 2022 | 5,913 | $1.4B | $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 |
|---|---|---|---|---|
| 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 | $4,448,508 | $2,385,862 | — | — | — |
| 2023 | $6,151,696 | $2,372,945 | $28,319 | — | — |
| 2022 | $5,938,334 | $2,460,532 | $28,627 | — | $1,606,191 |