Zurich American Insurance Company Retirement Account Plan — Form 5500 plan (Zurich American Insurance Company)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Zurich American Insurance Company Retirement Account Plan is a benefit plan reported by Zurich American Insurance Company under EIN 36-4233459 and plan number 001. The latest loaded filing year is 2023. The filing reports 20,231 participants and $1,286,032,741 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Zurich American Insurance Company
- EIN
- 36-4233459
- Plan number
- 001
- Plan type
- 2
- Location
- Schaumburg, IL
- Latest filing year
- 2023
- Participants
- 20,231
- End-of-year plan assets
- $1,286,032,741
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20,231 | H, C | 20241015120740NAL0057461138001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,286,032,741
- Total liabilities (EOY)
- $13,955,245
- Net assets (EOY)
- $1,272,077,496
- Net assets (BOY)
- $1,294,577,341
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $47,362,235
Expenses & distributions
- Benefits paid
- $63,710,384
- Administrative expenses
- $6,151,696
- Total expenses
- $69,862,080
- Net increase / (decrease)
- -$22,499,845
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $1,227,107 | not reported in the loaded dataset | 2023 |
| Jp Morgan Investment Management Inc | NONE | $1,013,959 | not reported in the loaded dataset | 2023 |
| Pimco | NONE | $768,464 | not reported in the loaded dataset | 2023 |
| Rreef America LLC | NONE | $397,525 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $205,328 | not reported in the loaded dataset | 2023 |
| Blackrock Financial Management | NONE | $192,998 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $167,118 | not reported in the loaded dataset | 2023 |
| Metlife | NONE | $124,349 | not reported in the loaded dataset | 2023 |
| Aon Consulting | NONE | $45,246 | not reported in the loaded dataset | 2023 |
| Seyfarth Shaw Llp | NONE | $16,484 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Zurich American Insurance Company
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Schaumburg, IL
- Willis Towers Watson Us LLC — Schedule C compensation
- Jp Morgan Investment Management Inc — Schedule C compensation
- Pimco — Schedule C compensation
- Rreef America LLC — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Blackrock Financial Management — Schedule C compensation
- Mercer — Schedule C compensation
- Metlife — Schedule C compensation
- Aon Consulting — Schedule C compensation
- Seyfarth Shaw Llp — Schedule C compensation