Zenith 401(K) Plan — Form 5500 plan (Zenith 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, Zenith 401(K) Plan is a benefit plan reported by Zenith Insurance Company under EIN 95-1651549 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,906 participants and $355,285,955 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Zenith Insurance Company
EIN
95-1651549
Plan number
001
Plan type
2
Location
Woodland Hills, CA
Latest filing year
2023
Participants
1,906
End-of-year plan assets
$355,285,955

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,906H, C20240923160031NAL0011590321001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$355,285,955
Total liabilities (EOY)
$33,712
Net assets (EOY)
$355,252,243
Net assets (BOY)
$304,049,099

Income & contributions

Employer contributions
$5,983,359
Participant contributions
$15,969,235
Total contributions
$24,007,202
Total income / additions
$74,522,632

Expenses & distributions

Benefits paid
$23,105,006
Administrative expenses
$175,228
Total expenses
$23,319,488
Net increase / (decrease)
$51,203,144

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services IncNONE$175,228not reported in the loaded dataset2023

Related Form 5500 pages