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Original filing (PDF)20250728111345NAL0002106864001
MASSACHUSETTS PROPERTY INSURANCE UNDERWRITING ASSOCIATION
Form 5500
FILING_RECEIVED
INSURANCE COMPANY SUPPORTED ORGANIZATIONS 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
132
Accounts w/ balance
205
Plan assets (EOY)
$58.9M
Net assets (EOY)
$58.9M
How this plan invests
This plan
1 pooled trust
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MASSACHUSETTS PROPERTY INSURANCE UNDERWRITING ASSOCIATION.
Plan sponsor
Name
MASSACHUSETTS PROPERTY INSURANCE UNDERWRITING ASSOCIATION
EIN
04-2503445
Address
TWO CENTER PLAZA · BOSTON, MA · 021081906
Phone
(617) 723-3800
Industry
Finance & Insurancesee all
Plan administrator
Name
THE NAMED FIDUCIARIES OF THE ICSO 401K PLAN
EIN
20-8540369
City
JOHNSON, RI
Phone
(401) 528-1396
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-28
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
THOMAS HOWELL FERGUSON P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
19 direct securities · 1 pooled fund· $56.0M(95% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$48.3M
19 holdings
Common Collective Trust
$7.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $12.5M | 21.3% | |
| Harbor Capital Appreciation Fund Retirement | — | — | — | $9.2M | 15.6% | |
| PRUDENTIAL STABLE VALUE FUND PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 126 | Common Collective Trust | — | — | $7.7M | 13.0% | |
| Loomis Sayles Core Plus Bond Fund Y | — | — | — | $4.0M | 6.8% | |
| Columbia Trust Dividend Income Fund MS CIT | — | — | — | $3.3M | 5.6% | |
| American Funds EuroPacific Growth R6 | — | — | — | $2.7M | 4.6% | |
| MFS International Intrinsic Value Fund Class R3 | — | — | — | $2.6M | 4.4% | |
| Carillon Eagle Mid Cap Growth I | — | — | — | $2.3M | 3.9% | |
| State Street U.S. Bond Index Non-Lending Fund Class K | — | — | — | $2.3M | 3.8% | |
| Vanguard Extended Market Index Fund Admiral Shares | — | — | — | $1.7M | 2.9% | |
| American Funds New World R6 | — | — | — | $1.4M | 2.4% | |
| State Street Global Equity ex-U.S. Index Class K | — | — | — | $1.3M | 2.2% | |
| American Funds Inflation Linked Bond R6 | — | — | — | $1.3M | 2.1% | |
| AmCen Mid Cap Value Fund R6 | — | — | — | $1.0M | 1.8% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $820K | 1.4% | |
| BlackRock High Yield Bond Portfolio Institutional | — | — | — | $584K | 1.0% | |
| Cohen & Steers Real Estate Securities Class Z | — | — | — | $574K | 1.0% | |
| Janus Henderson Venture Fund A | — | — | — | $456K | 0.8% | |
| Self-Directed Brokerage Accounts Charles Schwab PCRA SDBA | — | — | — | $141K | 0.2% | |
| BNY Mellon Global Fixed Income Fund I | — | — | — | $121K | 0.2% |
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