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Original filing (PDF)20251013155826NAL0001564929001
CORE SPECIALTY INSURANCE SERVICES, INC.
Form 5500
FILING_RECEIVED
CORE SPECIALTY INSURANCE SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
1,033
Accounts w/ balance
1,181
Plan assets (EOY)
$182.5M
Net assets (EOY)
$182.5M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORE SPECIALTY INSURANCE SERVICES, INC..
Plan sponsor
Name
CORE SPECIALTY INSURANCE SERVICES, INC.
EIN
27-0173350
Address
201 EAST 5TH STREET · SUITE 1200 · CINCINNATI, OH · 45202
Phone
(513) 599-7500
Industry
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GBQ PARTNERS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $129K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | — | RETAINED BY EMPLOYER | $115K | — |
Investments
33 direct securities · 1 pooled fund· $181.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$181.8M
33 holdings
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $19.7M | 10.8% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $18.0M | 9.8% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $13.4M | 7.4% | |
| Vanguard Windsor II Fund | — | — | — | $10.4M | 5.7% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $10.3M | 5.6% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $10.1M | 5.5% | |
| Fidelity Growth Opportunities Fund | — | — | — | $9.9M | 5.4% | |
| Self-Directed Accounts: Self-directed accounts | — | — | — | $9.6M | 5.3% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $8.2M | 4.5% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $7.5M | 4.1% | |
| New York Life Guaranteed Account | — | — | — | $7.0M | 3.8% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $6.9M | 3.8% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $6.2M | 3.4% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $4.1M | 2.3% | |
| American Funds Europacific Growth Fund | — | — | — | $4.1M | 2.2% | |
| Fidelity Mid Cap Index Fund | — | — | — | $4.0M | 2.2% | |
| Fidelity International Index Fund | — | — | — | $3.8M | 2.1% | |
| JP Morgan U.S. Equity Fund | — | — | — | $3.7M | 2.0% | |
| Fidelity Small Cap Index Fund | — | — | — | $3.6M | 2.0% | |
| Brandywine Global High Yield Fund | — | — | — | $3.4M | 1.9% | |
| Fidelity Low Priced Stock Fund | — | — | — | $2.9M | 1.6% | |
| PIMCO Income Fund Institutional Class | — | — | — | $2.8M | 1.5% | |
| varying maturity dates through 2037 | — | — | — | $2.5M | 1.4% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $2.0M | 1.1% | |
| Vanguard Target Retirement Income Fund | — | — | — | $1.8M | 1.0% | |
| Fidelity Inflation Protected Bond Index Fund | — | — | — | $1.5M | 0.8% | |
| JP Morgan Emerging Markets Equity Fund | — | — | — | $1.1M | 0.6% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $799K | 0.4% | |
| Cohen & Steers Real Estate Securities Fund | — | — | — | $798K | 0.4% | |
| Macquarie Mid Cap Growth Fund | — | — | — | $784K | 0.4% | |
| Fidelity Real Estate Index Fund | — | — | — | $623K | 0.3% | |
| American Funds American Balanced Fund | — | — | — | $86K | <0.1% | |
| JP Morgan U.S. Government Money Market Fund | — | — | — | $69K | <0.1% | |
| VANGUARD RET SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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