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Original filing (PDF)20250708074503NAL0003723697001

PROSIGHT FINANCIAL ASSOCIATION

Form 5500
FILING_RECEIVED
THE RISK MANAGEMENT ASSOCIATION PENSION PLAN
Defined-benefit pension plan
Active participants
16
Accounts w/ balance
—
Plan assets (EOY)
$14.2M
Net assets (EOY)
$14.2M
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
75
Participation health
100
Knocking points off
  • Plan is frozen (1I) — no new benefit accrual.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • Below-peer total fees (20 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROSIGHT FINANCIAL ASSOCIATION.
Plan sponsor
Name
PROSIGHT FINANCIAL ASSOCIATION
EIN
36-2026204
Address
222 W. ADAMS STREET, SUITE 2300 · CHICAGO, IL · 60606
Phone
(312) 683-2359
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-07-08
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
GRANT THORNTON, LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

1 rows
Other
1
NameEINLocationRelationDirect compIndirect comp
VANGUARD23-1945930—NONE$28K—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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