How big is Specialty Underwriters Group, Ltd.'s plan?

Specialty Underwriters Group, Ltd.'s plan reported $3.9M in assets and 13 participants for 2024.

Original filing (PDF)20250604134856NAL0011294945001

Specialty Underwriters Group, Ltd.

Name: Specialty Underwriters Group, Ltd. — Specialty, Form 5500 (2024)
Creator: Specialty Underwriters Group, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Specialty Underwriters Group, Ltd. 401(k)Profit Sharing Plan

401(k) retirement plan · Specialty Underwriters Group, Ltd.'s Specialty Underwriters Group, Ltd. 401(k)Profit Sharing Plan held $3.9M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Jeremy J. Schira signed Specialty Underwriters Group, Ltd.'s 2024 Form 5500 as plan administrator.

Jeremy J. Schira — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Specialty Underwriters Group, Ltd.'s EIN is 31-1657684.

EIN 31-1657684

Plan number 001

Plan year 2024

ACK ID 20250604134856NAL0011294945001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Specialty Underwriters Group, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Specialty Underwriters Group, Ltd.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SPECIALTY UNDERWRITERS GROUP, LTD.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

SPECIALTY UNDERWRITERS GROUP, LTD

EIN

all filings

Address

6125 MONTGOMERY ROAD - SUITE 200 · CINCINNATI, OH · 45213

Phone

(513) 351-6400

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator