2023 Form 5500 filing — Zurich Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014144949NAL0027607649001) for Zurich Savings Plan, reported by Zurich American Insurance Company under EIN 36-4233459 and plan number 003. It reports 14,511 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014144949NAL0027607649001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zurich American Insurance Company
- EIN
- 36-4233459
- Plan number
- 003
- Location
- Schaumburg, IL
- Participants
- 14,511
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,369,928,553
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,369,928,553
- Employer contributions
- $108,293,004
- Participant contributions
- $102,207,840
- Total income / additions
- $709,401,687
- Benefits paid
- $236,440,797
- Administrative expenses
- $709,700
- Total expenses
- $237,163,648
- Net increase / (decrease)
- $472,238,039
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $637,454 | $0 |
| Vanguard Advisers Inc. | NONE | $113,737 | not reported in the loaded dataset |