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Original filing (PDF)20251007082306NAL0004311249001
EUCLID INSURANCE SERVICES, INC.
Form 5500
FILING_RECEIVED
EUCLID INSURANCE SERVICES, INC. 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
175
Accounts w/ balance
223
Plan assets (EOY)
$33.2M
Net assets (EOY)
$33.2M
How this plan invests
This plan
47 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 EUCLID INSURANCE SERVICES, INC..
Plan sponsor
Name
EUCLID INSURANCE SERVICES, INC.
EIN
36-2533337
Address
234 SPRING LAKE DRIVE · ITASCA, IL · 60143
Phone
(630) 694-2320
Industry
Insurance Agencies & Brokerages· 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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PORTE BROWN LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $84K | — |
| USI ADVISORS,INC. | 06-1397347 | — | SERVICE PROVIDER | $0 | — |
Investments
32 direct securities· $36.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered investment companies Vanguard 500 Index Fund | — | — | — | $6.0M | 18.0% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $4.3M | 12.8% | |
| JPMorgan LgCp Grw Fnd R6 Registered Investment Company | — | — | — | $2.9M | 8.7% | |
| JP Morgan Large Cap Growth Fund | — | — | — | $2.9M | 8.7% | |
| TRwPr Retirement 2030 Fund I Registered Investment Company | — | — | — | $2.4M | 7.2% | |
| T. Rowe Price Retirement 2060 Fund | — | — | — | $2.0M | 6.1% | |
| (Held at End of Year) EUCLID INSURANCE SERVICES INC 401K PLAN EIN#36-2533337 Plan# 001 TRwPr Retirement 2055 Fund I Registered Investment Company | — | — | — | $1.9M | 5.8% | |
| Vanguard Small-Cap Index Fund | — | — | — | $1.7M | 5.1% | |
| Ivy Mid Cap Growth Fund | — | — | — | $1.4M | 4.1% | |
| TRwPr Retirement 2040 Fund I Registered Investment Company | — | — | — | $1.3M | 3.9% | |
| TRwPr Retirement 2035 Fund I Registered Investment Company | — | — | — | $1.2M | 3.6% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $980K | 2.9% | |
| MFS International Diversification Fund | — | — | — | $924K | 2.8% | |
| TRwPr Retirement 2025 Fund I Registered Investment Company | — | — | — | $902K | 2.7% | |
| MFS Mid Cap Value R6 Fund | — | — | — | $818K | 2.5% | |
| T. Rowe Price Equity Income Fund | — | — | — | $727K | 2.2% | |
| Fidelity International Index Fund | — | — | — | $563K | 1.7% | |
| Contract with insurance company * Voya Life Insurance & Annuity Co. Fixed Account Fund | — | — | — | $548K | 1.6% | |
| T. Rowe Price Retirement 2020 Fund | — | — | — | $482K | 1.5% | |
| American Funds EuroPacific Growth Fund | — | — | — | $362K | 1.1% | |
| TRwPr Retirement 2065 Fund I Registered Investment Company | — | — | — | $355K | 1.1% | |
| Fidelity Mid Cap Index Fund | — | — | — | $344K | 1.0% | |
| party date,rate of interest, collateral, par, or maturity date AB Small Cap Grw Port Z Registered Investment Company | — | — | — | $272K | 0.8% | |
| Pioneer Strategic Income Fund K | — | — | — | $216K | 0.6% | |
| Dodge & Cox Dodge & Cox Income Fund X | — | — | — | $194K | 0.6% | |
| Victory Sycmr Sm Comp Opp Fund | — | — | — | $158K | 0.5% | |
| Fidelity US Bd Index Fund | — | — | — | $120K | 0.4% | |
| Fid US Bd Id Fd Registered Investment Company | — | — | — | $120K | 0.4% | |
| Participant loans Interest rates from 4.25% to 9.5% - | — | — | — | $116K | 0.4% | |
| TRwPr Retirement 2005 Fund I Registered Investment Company | — | — | — | $39K | 0.1% | |
| T. Rowe Price Retirement 2010 Fund | — | — | — | $23K | <0.1% | |
| TRwPr Retirement 2015 Fund I Registered Investment Company | — | — | — | $9K | <0.1% |