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Original filing (PDF)20250807145216NAL0005166576001
ARROWOOD INDEMNITY COMPANY
Form 5500
FILING_RECEIVED
THE 401(K) PLAN OF ARROWOOD INDEMNITY COMPANY
401(k) retirement plan
Active participants
71
Accounts w/ balance
392
Plan assets (EOY)
$113.4M
Net assets (EOY)
$113.3M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARROWOOD INDEMNITY COMPANY.
Plan sponsor
Name
ARROWOOD INDEMNITY COMPANY
EIN
13-5358230
Address
3600 ARCO CORPORATE DR · SUITE 150 · CHARLOTTE, NC · 28273
Phone
(704) 522-2000
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-07
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $49K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | 36-6055558 | — | ACCOUNTANT | $37K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| POYNER SPRUILL LLP | 56-1493995 | — | LEGAL | $19K | — |
Investments
26 direct securities · 1 pooled fund· $114.5M(100% 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
$113.3M
26 holdings
Common Collective Trust
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Primecap Fund Mutual fund | — | — | — | $19.8M | 17.5% | |
| Vanguard Institutional Index Mutual fund | — | — | — | $19.1M | 16.8% | |
| Blackrock T-Fund Premier Money market fund | — | — | — | $8.3M | 7.4% | |
| Janus Henderson Balanced Fund Mutual fund | — | — | — | $7.6M | 6.7% | |
| Baron Asset Mutual fund | — | — | — | $7.1M | 6.3% | |
| Vanguard Total Bond Mkt Mutual fund | — | — | — | $6.7M | 5.9% | |
| Vanguard 2030 Target Ret Mutual fund | — | — | — | $6.7M | 5.9% | |
| John Hancock Disciplined Class Mutual fund | — | — | — | $5.6M | 5.0% | |
| Vanguard 2025 Target Ret Mutual fund | — | — | — | $5.2M | 4.6% | |
| Pimco Total Return Mutual fund | — | — | — | $5.1M | 4.5% | |
| Vanguard Developed Mrkts Instl Mutual fund | — | — | — | $4.9M | 4.3% | |
| Clearbridge Small Cap Grth Mutual fund | — | — | — | $4.5M | 4.0% | |
| Vanguard 2020 Target Ret Mutual fund | — | — | — | $2.4M | 2.1% | |
| Vanguard 2035 Target Ret Mutual fund | — | — | — | $2.1M | 1.8% | |
| Vanguard Trgt Income Ret Mutual fund | — | — | — | $1.4M | 1.2% | |
| Vanguard Short Term Bond Adm Mutual fund | — | — | $1.2M | $1.2M | 1.0% | |
| ACCRUED INCOME ACCRUED INCOME 201 STATE STREET S&P MIDCAP INDX C COMMON / COLLECTIVE TRUSTS | — | — | $862K | $1.1M | 1.0% | |
| STATE STREET SP MIDCAP INDEX NL SER STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 176 | Common Collective Trust | — | — | $1.1M | 1.0% | |
| Vanguard 2040 Target Ret Mutual fund | — | — | — | $1.1M | 0.9% | |
| Allspring Special Sml Cap Inst Mutual fund | — | — | — | $1.0M | 0.9% | |
| Columbia Small Cap Indx Instl2 Mutual fund | — | — | — | $630K | 0.6% | |
| Victory Sycamore Est Val FD A Mutual fund | — | — | — | $498K | 0.4% | |
| BNY Mellon Intl Mutual fund | — | — | — | $418K | 0.4% | |
| Vanguard 2050 Target Ret Mutual fund | — | — | — | $383K | 0.3% | |
| Vanguard 2045 Target Ret Mutual fund | — | — | — | $282K | 0.2% | |
| Participant loans maturities through December 2029 -0- | — | — | $136K | $136K | 0.1% | |
| BLF Fed Fund (Sweep Account) Money market fund | — | — | — | $104K | <0.1% |