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Original filing (PDF)20251003125511NAL0003448866001

SELECTIVE INSURANCE COMPANY OF AMERICA

Form 5500
FILING_RECEIVED
SELECTIVE INSURANCE RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed13 service providers
Active participants
2,818
Accounts w/ balance
3,688
Plan assets (EOY)
$764.2M
Net assets (EOY)
$764.2M
How this plan invests
This plan
19 pooled trusts
Schedule D
18 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SELECTIVE INSURANCE COMPANY OF AMERICA.
Plan sponsor
Name
SELECTIVE INSURANCE COMPANY OF AMERICA
EIN
22-1272390
Address
40 WANTAGE AVENUE · BRANCHVILLE, NJ · 07890
Phone
(973) 948-3000
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

13 rows
Other
13
NameEINLocationRelationDirect compIndirect comp
T ROWE PRICE RPS INCBALTIMORE, MDNONE$190K
FINANCIAL ENGINESSUNNYVALE, CANONE$105K
WILLIS TOWERS WATSON US LLC52-1868818NONE$65K
CROWE LLP35-0921680NONE$33K
TOWERS WATSON INVESTMENT SERVICES52-1868818NONE$21K
AMERICAN FUNDSINDIANAPOLIS, INNONE$0
VANGUARD GROUP23-1945930NONE$0
DODGE & COX STOCK FUNDSAN FRANCISCO, CANONE$0
DIMENSIONAL FUND ADVISORSAUSTIN, TXNONE$0
CHARLES SCHWAB & CO INC94-1737782NONE$0
BROWN ADVISORY FUNDSBALTIMORE, MDNONE$0
WASATCH FUNDS TRUSTSALT LAKE CITY, UTNONE$0
PRUDENTIAL INVESTMENT PORTFOLIOSNEWARK, NJNONE$0

Investments

19 pooled funds· $617.3M(81% 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.

PIInvestmentTypeShares / unitsCostCurrent value% of plan
BLACKROCK EQUITY INDEX FUND J
BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3112180 / PN 001
Common Collective Trust
$74.8M9.8%
BLACKROCK LIFEPATH INDEX 2035 L
BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3112180 / PN 001
Common Collective Trust
$59.6M7.8%
BLACKROCK LIFEPATH INDEX 2030 L
BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3112180 / PN 001
Common Collective Trust
$59.6M7.8%
BLACKROCK LIFEPATH IND RET L
BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3112180 / PN 001
Common Collective Trust
$59.3M7.8%
WASATCH CORE GROWTH CIT
WASATCH FUNDS TRUST · EIN 84-2433108 / PN 001
Common Collective Trust
$56.3M7.4%
BROWN ADV SUSTAINABLE GROWTH CT
BROWN ADVISORY FUNDS · EIN 81-0917535 / PN 001
Common Collective Trust
$54.7M7.2%
BLACKROCK LIFEPATH INDEX 2040 L
BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3112180 / PN 001
Common Collective Trust
$46.7M6.1%
BLACKROCK LIFEPATH INDEX 2045 L
BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3112180 / PN 001
Common Collective Trust
$40.4M5.3%
BLACKROCK LIFEPATH INDEX 2050 L
BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3112180 / PN 001
Common Collective Trust
$38.3M5.0%
TRP STABLE VALUE COMMON TRUST FUND
T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001
Common Collective Trust
$28.6M$32.7M4.3%
BLACKROCK U.S. DEBT INDEX M
BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3112180 / PN 001
Common Collective Trust
$24.9M3.3%
BLACKROCK LIFEPATH INDEX 2055 L
BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3112180 / PN 001
Common Collective Trust
$22.8M3.0%
BLACKROCK MSCI ACWI EXUS IND
BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3112180 / PN 001
Common Collective Trust
$12.2M1.6%
BLACKROCK EXT EQUITY MKT K
BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3112180 / PN 001
Common Collective Trust
$11.7M1.5%
BLACKROCK LIFEPATH INDEX 2060 L
BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3112180 / PN 001
Common Collective Trust
$11.6M1.5%
PRUDENTIAL CORE PLUS BND TRUST
PRUDENTIAL INVESTMENT PORTFOLIOS · EIN 23-6994310 / PN 001
Common Collective Trust
$7.8M1.0%
BLACKROCK LIFEPATH INDEX 2065 L
BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3112180 / PN 001
Common Collective Trust
$3.2M0.4%
BLACKROCK STRATGIC COMPLTN NL M
BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3112180 / PN 001
Common Collective Trust
$885K0.1%
BLACKROCK LIFEPATH INDEX 2025 L
BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 94-3112180 / PN 001
Common Collective Trust
$0<0.1%