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Original filing (PDF)20251013122804NAL0001211249001
COUNTRY-WIDE INSURANCE CO.
Form 5500
FILING_RECEIVED
COUNTRY-WIDE INSURANCE CO. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
194
Accounts w/ balance
292
Plan assets (EOY)
$31.9M
Net assets (EOY)
$31.9M
How this plan invests
This plan
55 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COUNTRY-WIDE INSURANCE CO..
Plan sponsor
Name
COUNTRY-WIDE INSURANCE CO.
EIN
13-1999109
Address
40 WALL STREET · 13TH FLOOR · NEW YORK, NY · 10005
Phone
(212) 514-7286
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
REID CPSS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | NONE | $20K | — |
| IRON FIDUCIARY | 99-9552241 | — | NONE | $15K | — |
| NATIONWIDE | — | COLUMBUS, OH | NONE | $3K | — |
| NATIONWIDE LIFE INSURANCE COMPANY | 31-4156830 | COLUMBUS, OH | NONE | $3K | — |
| CETERA ADVISOR NETWORKS LLC | — | EL SEGUNDO, CA | NONE | $0 | — |
Investments
55 direct securities· $31.9M(100% of reported assets)
Uncategorized
$24.6M
54 holdings
Guaranteed Income / GIC
$7.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nationwide Life Insurance * NW FXD SEL OPTN | Guaranteed Income / GIC | — | — | $7.3M | 22.9% | |
| Nationwide Life Insurance Nuveen Lifecycle Index 2035 Fund | — | — | — | $5.9M | 18.6% | |
| Nationwide Life Insurance Vngrd Gr Indx Adml | — | — | — | $3.4M | 10.5% | |
| Nationwide Life Insurance Nuveen Lifecycle Index 2025 Fund | — | — | — | $2.7M | 8.6% | |
| Nationwide Life Insurance Fid 500 Index | — | — | — | $1.5M | 4.8% | |
| Nationwide Life Insurance Nuveen Lifecycle Index 2045 Fund | — | — | — | $1.5M | 4.8% | |
| Nationwide Life Insurance Vngrd Mid-Cap Idx Fd AS | — | — | — | $1.5M | 4.5% | |
| Nationwide Life Insurance Nuveen Lifecycle Index 2030 Fund | — | — | — | $777K | 2.4% | |
| Nationwide Life Insurance Vngrd 500 Index Fd AS | — | — | — | $747K | 2.3% | |
| Nationwide Life Insurance JPM LgCap GR R6 | — | — | — | $682K | 2.1% | |
| Nationwide Life Insurance Vngrd Devl Mkt Indx Adml | — | — | — | $626K | 2.0% | |
| Nationwide Life Insurance Vngrd Sm Cap Indx Fd AS | — | — | — | $606K | 1.9% | |
| Nationwide Life Insurance Vngrd Val Indx Adml | — | — | — | $563K | 1.8% | |
| Nationwide Life Insurance Nuveen Lifecycle Index 2050 Fund | — | — | — | $526K | 1.6% | |
| Nationwide Life Insurance State Street Balanced Index Fund | — | — | — | $510K | 1.6% | |
| Nationwide Life Insurance Nuveen Lifecycle Index 2060 Fund | — | — | — | $332K | 1.0% | |
| Nationwide Life Insurance Vngrd Ttl StMkt Indx Fd AS | — | — | — | $331K | 1.0% | |
| Nationwide Life Insurance Nuveen Lifecycle Index 2040 Fund | — | — | — | $307K | 1.0% | |
| principal amounts are due at various times from 2024 - 2028 | — | — | — | $246K | 0.8% | |
| Nationwide Life Insurance Vngrd Emrg Mkt StkIndxAdml | — | — | — | $240K | 0.8% | |
| Nationwide Life Insurance Nuveen Lifecycle Index 2015 Fund | — | — | — | $186K | 0.6% | |
| Nationwide Life Insurance Vngrd RealEst Indx Adml | — | — | — | $134K | 0.4% | |
| Nationwide Life Insurance Nuveen Lifecycle Index 2020 Fund | — | — | — | $125K | 0.4% | |
| Nationwide Life Insurance Nuveen Lifecycle Index Ret Inc Fund 141 Nationwide Life Insurance Trowe Pr Divd Gr | — | — | — | $122K | 0.4% | |
| Nationwide Life Insurance Vngrd Divd Gr Inv | — | — | — | $118K | 0.4% | |
| Nationwide Life Insurance Fed Hrms Inst HiYldBd Inst | — | — | — | $96K | 0.3% | |
| Nationwide Life Insurance Vngrd Trgt Rtrmt 2050 Inv | — | — | — | $89K | 0.3% | |
| Nationwide Life Insurance Fed Hrms Gov Oblgtns Prmr | — | — | — | $73K | 0.2% | |
| Nationwide Life Insurance Fid Infl Prtct Bd Indx | — | — | — | $69K | 0.2% | |
| Nationwide Life Insurance Vngrd Wlsly Inc Adml | — | — | — | $62K | 0.2% | |
| Nationwide Life Insurance Nuveen Lifecycle Index 2055 Fund | — | — | — | $60K | 0.2% | |
| Nationwide Life Insurance Fnkln Dynatech Adv | — | — | — | $50K | 0.2% | |
| Nationwide Life Insurance Vngrd Trgt Rtrmt 2040 Inv | — | — | — | $38K | 0.1% | |
| Nationwide Life Insurance Vngrd Glbl Eq Inv | — | — | — | $36K | 0.1% | |
| Nationwide Life Insurance Vngrd Trgt Rtrmt 2060 Inv | — | — | — | $35K | 0.1% | |
| Nationwide Life Insurance Vngrd IntdTrmTrsInd Adml | — | — | — | $35K | 0.1% | |
| Nationwide Life Insurance Vngrd Strat Eq Inv | — | — | — | $29K | <0.1% | |
| Nationwide Life Insurance Vngrd Mid-Cap Val Indx Adml | — | — | — | $28K | <0.1% | |
| Nationwide Life Insurance Vngrd Eq Inc Adml | — | — | — | $26K | <0.1% | |
| Nationwide Life Insurance Fid US Bd Indx | — | — | — | $25K | <0.1% | |
| Nationwide Life Insurance Cohenstrs RealEst Sect Inst | — | — | — | $24K | <0.1% | |
| Nationwide Life Insurance Vngrd Energy Indx Adml | — | — | — | $23K | <0.1% | |
| Nationwide Life Insurance Vngrd Hlth Care Indx Adml | — | — | — | $23K | <0.1% | |
| Nationwide Life Insurance Vngrd Info Tech Indx Adml | — | — | — | $22K | <0.1% | |
| Nationwide Life Insurance Vngrd Trgt Rtrmt 2055 Inv | — | — | — | $16K | <0.1% | |
| Similar Party of Investment Cost** Value Mutual Funds Nationwide Life Insurance AB LgCap Gr I | — | — | — | $14K | <0.1% | |
| Nationwide Life Insurance Vngrd Ttl Bnd Mkt Ldx Adm | — | — | — | $8K | <0.1% | |
| Nationwide Life Insurance Vngrd FTSE Soc Indx Adml | — | — | — | $7K | <0.1% | |
| Nationwide Life Insurance Vngrd Ttl Intl Bd Idx Adml | — | — | — | $5K | <0.1% | |
| Nationwide Life Insurance Fid Multi Asst Indx | — | — | — | $5K | <0.1% | |
| Nationwide Life Insurance Nuveen Lifecycle Index 2010 Fund | — | — | — | $5K | <0.1% | |
| Nationwide Life Insurance Nuveen Lifecycle Index 2065 Fund | — | — | — | $3K | <0.1% | |
| Nationwide Life Insurance Vngrd Trgt Rtrmt 2045 Inv | — | — | — | $2K | <0.1% | |
| Nationwide Life Insurance Trowe Pr SpctrmModGrAlloc | — | — | — | $1K | <0.1% | |
| Nationwide Life Insurance Vngrd Trgt Rtrmt 2035 Inv | — | — | — | $1K | <0.1% |