# Zurich American Insurance Company DB Plan
Source: https://planprovider.pro/companies/zurich-american-insurance-company-plan-001

> Zurich American Insurance Company's DB plan: 4,959 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| WILLIS TOWERS WATSON US LLC|NONE|$1,151,919|—|$1,151,919|

| PIMCO|NONE|$790,876|—|$790,876|

| JP MORGAN INVESTMENT MANAGEMENT INC|NONE|$733,214|—|$733,214|

| RREEF-AMERICA LLC|INV-MGMT|$595,404|—|$595,404|

| NORTHERN TRUST COMPANY|NONE|$333,001|—|$333,001|

| BLACKROCK FINANCIAL MANAGEMENT|NONE|$266,368|—|$266,368|

| METLIFE|NONE|$260,335|—|$260,335|

| MERCER|NONE|$251,253|—|$251,253|

| AON CONSULTING|NONE|$114,473|—|$114,473|

| SEYFARTH SHAW LLP|NONE|$11,077|—|$11,077|

| ERNST & YOUNG LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — NONE

- [JP MORGAN INVESTMENT MANAGEMENT INC](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [SEYFARTH SHAW LLP](https://planprovider.pro/provider/goldman-sachs) — NONE

- [ERNST & YOUNG LLP](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $4,507,920

- **Estimated Expense Ratio:** 0.350% 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|$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|

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