2023 Form 5500 filing — Zurich American Insurance Company Retirement Account 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 20241015120740NAL0057461138001) for Zurich American Insurance Company Retirement Account Plan, reported by Zurich American Insurance Company under EIN 36-4233459 and plan number 001. It reports 20,231 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015120740NAL0057461138001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Zurich American Insurance Company
- EIN
- 36-4233459
- Plan number
- 001
- Location
- Schaumburg, IL
- Participants
- 20,231
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,286,032,741
- Total liabilities (EOY)
- $13,955,245
- Net assets (EOY)
- $1,272,077,496
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $47,362,235
- Benefits paid
- $63,710,384
- Administrative expenses
- $6,151,696
- Total expenses
- $69,862,080
- Net increase / (decrease)
- -$22,499,845
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $1,227,107 | not reported in the loaded dataset |
| Jp Morgan Investment Management Inc | NONE | $1,013,959 | not reported in the loaded dataset |
| Pimco | NONE | $768,464 | not reported in the loaded dataset |
| Rreef America LLC | NONE | $397,525 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $205,328 | not reported in the loaded dataset |
| Blackrock Financial Management | NONE | $192,998 | not reported in the loaded dataset |
| Mercer | NONE | $167,118 | not reported in the loaded dataset |
| Metlife | NONE | $124,349 | not reported in the loaded dataset |
| Aon Consulting | NONE | $45,246 | not reported in the loaded dataset |
| Seyfarth Shaw Llp | NONE | $16,484 | not reported in the loaded dataset |