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Original filing (PDF)20251003122729NAL0003390034001
CONTINENTAL CASUALTY COMPANY
Form 5500
FILING_RECEIVED
CNA HEALTH AND GROUP BENEFITS PROGRAM
Health & welfare plan
Signals · 2
~5608 bps in Sched C fees9 service providers
Active participants
4,593
Accounts w/ balance
—
Plan assets (EOY)
$6.8M
Net assets (EOY)
$6.7M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
86
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 5608 bps in Schedule C fees — 10685% above peer band of 52 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONTINENTAL CASUALTY COMPANY.
Plan sponsor
Name
CONTINENTAL CASUALTY COMPANY
EIN
36-2114545
Address
151 N FRANKLIN ST · 18TH FLOOR · CHICAGO, IL · 60606
Phone
(312) 822-5000
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
503
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4F · Temporary Disability (accident and sickness)
4Q · Other
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS | 36-2235791 | — | RECORDKEEPER | $1.0M | — |
Other
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANTHEM INSURANCE COMPANIES, INC | 35-0781558 | — | NONE | $1.8M | — |
| INCLUDED HEALTH, INC. | 45-3580052 | — | NONE | $418K | — |
| PERSONIFY HEALTH | 20-2547480 | — | NONE | $227K | — |
| HARTFORD | 06-0383750 | — | NONE | $141K | — |
| CIGNA HEALTH AND LIFE INSURANCE CO | 59-1031071 | — | NONE | $98K | — |
| CARELON BEHAVORIAL HEALTH, INC | 54-1414194 | — | NONE | $94K | — |
| WINSTON & STRAWN LLP | — | CHICAGO, IL | NONE | $26K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $14K | — |
Investments
1 pooled fund· $0(0% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| CNA EMPLOYEES' HEALTH PLAN TRUST CONTINENTAL CASUALTY COMPANY · EIN 36-2114545 / PN 521 | Master Trust | $0 | <0.1% |
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