Zurich Savings 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 Savings Plan is a benefit plan reported by Zurich American Insurance Company under EIN 36-4233459 and plan number 003. The latest loaded filing year is 2023. The filing reports 14,511 participants and $3,369,928,553 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
003
Plan type
2
Location
Schaumburg, IL
Latest filing year
2023
Participants
14,511
End-of-year plan assets
$3,369,928,553

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202314,511H, C20241014144949NAL0027607649001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,369,928,553
Total liabilities (EOY)
$0
Net assets (EOY)
$3,369,928,553
Net assets (BOY)
$2,897,179,367

Income & contributions

Employer contributions
$108,293,004
Participant contributions
$102,207,840
Total contributions
$233,206,692
Total income / additions
$709,401,687

Expenses & distributions

Benefits paid
$236,440,797
Administrative expenses
$709,700
Total expenses
$237,163,648
Net increase / (decrease)
$472,238,039

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$637,454$02023
Vanguard Advisers Inc.NONE$113,737not reported in the loaded dataset2023

Related Form 5500 pages