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Original filing (PDF)20250911133230NAL0000243699001
OLD REPUBLIC INTERNATIONAL CORP.
Form 5500
FILING_RECEIVED
ORI 401(K) SAVINGS AND PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
31% employer stockNo recordkeeper disclosed
Active participants
9,784
Accounts w/ balance
13,521
Plan assets (EOY)
$2.1B
Net assets (EOY)
$2.1B
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)
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
80
Participation health
100
Knocking points off
- 31% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (0 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OLD REPUBLIC INTERNATIONAL CORP..
Plan sponsor
Name
OLD REPUBLIC INTERNATIONAL CORP.
EIN
36-2678171
Address
307 N. MICHIGAN AVE. · CHICAGO, IL · 606015311
Phone
(312) 346-8100
Industry
Finance & Insurancesee all
Plan administrator
Name
OLD REPUBLIC INTERNATIONAL CORP.
EIN
36-2678171
City
CHICAGO, IL
Phone
(312) 346-8100
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-11
Pension benefit codes
2P · Leveraged ESOP
2E · Profit-sharing
2H · Partial participant-directed accounts
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | — | AUDITOR | $48K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | BOOKKPR/ INVEST | $15K | — |
Investments
33 direct securities · 1 pooled fund· $2.1B(98% 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
$2.1B
33 holdings
Common Collective Trust
$2.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| OLD REPUBLIC INTERNATIONAL CORPORATION COMMON STOCK: NON-PARTICIPANT DIRECTED | — | 13,575,612 | $297.8M | $491.3M | 23.1% | |
| FIDELITY 500 INDEX | — | 1,056,601 | — | $215.7M | 10.2% | |
| VANGUARD GROWTH INDEX INSTITUTIONAL | — | 678,426 | — | $143.3M | 6.7% | |
| OLD REPUBLIC INTERNATIONAL CORPORATION COMMON STOCK: UNALLOCATED | — | 3,352,050 | $52.4M | $121.3M | 5.7% | |
| PIMCO REALPATH BLEND 2035 INSTITUTIONAL | — | 7,766,992 | — | $110.4M | 5.2% | |
| PIMCO REALPATH BLEND 2030 INSTITUTIONAL | — | 8,330,607 | — | $108.7M | 5.1% | |
| PIMCO REALPATH BLEND 2025 INSTITUTIONAL | — | 7,543,679 | — | $90.1M | 4.2% | |
| PIMCO REALPATH BLEND 2040 INSTITUTIONAL | — | 4,823,596 | — | $73.2M | 3.4% | |
| FIDELITY MONEY MARKET GOVT PORTFOLIO | — | 70,906,865 | — | $70.9M | 3.3% | |
| VANGUARD VALUE INDEX FUND INSTITUTIONAL SHARES | — | 1,037,329 | — | $68.5M | 3.2% | |
| PIMCO REALPATH BLEND 2045 INSTITUTIONAL | — | 4,076,852 | — | $64.0M | 3.0% | |
| PIMCO REALPATH BLEND INCOME INSTITUTIONAL | — | 5,149,287 | — | $58.3M | 2.7% | |
| FIDELITY MID CAP INDEX FUND | — | 1,708,800 | — | $57.7M | 2.7% | |
| VANGUARD WELLINGTON FUND | — | 684,245 | — | $50.6M | 2.4% | |
| PIMCO REALPATH BLEND 2050 INSTITUTIONAL | — | 2,756,590 | — | $44.2M | 2.1% | |
| FIDELITY MID-CAP STOCK K | — | 1,003,813 | — | $42.6M | 2.0% | |
| VANGUARD INTERNATIONAL GROWTH FUND | — | 412,319 | — | $41.9M | 2.0% | |
| OLD REPUBLIC INTERNATIONAL CORPORATION COMMON STOCK: PARTICIPANT DIRECTED | — | 1,067,271 | $21.1M | $38.6M | 1.8% | |
| FIDELITY SMALL CAP GROWTH INDEX FUND | — | 1,344,438 | — | $37.3M | 1.8% | |
| VICTORY CORE PLUS INTERMEDIATE BOND R6 | — | 3,665,020 | — | $33.2M | 1.6% | |
| PIMCO REALPATH BLEND 2055 INSTITUTIONAL | — | 1,624,437 | — | $26.7M | 1.3% | |
| VANGUARD SHORT-TERM BOND INDEX IS | — | 2,561,941 | — | $26.0M | 1.2% | |
| VANGUARD TOTAL BOND MARKET INDEX INSTITUTIONAL | — | 1,858,801 | — | $17.6M | 0.8% | |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX IS | — | 116,750 | — | $14.8M | 0.7% | |
| PIMCO REALPATH BLEND 2060 INSTITUTIONAL | — | 1,138,880 | — | $14.8M | 0.7% | |
| VANGUARD REAL EST INDEX ADM | — | 29,832 | — | $3.8M | 0.2% | |
| BLACKROCK SUSTAINABLE ADG LG CP CR K | — | 156,672 | — | $3.3M | 0.2% | |
| INVESTCO SMALL CAP EQUITY R6 | — | 177,693 | — | $3.2M | 0.2% | |
| SHORT-TERM INVESTMENTS | — | 2,311,466 | $2.3M | $2.3M | 0.1% | |
| MFB NORTHERN INSTNL.DIVERS. ASSETS ETS PORTFOLIO THE NORTHERN TRUST CO · EIN 36-1561860 / PN 003 | Common Collective Trust | — | — | $2.3M | 0.1% | |
| PIMCO REALPATH BLEND 2065 INSTITUTIONAL | — | 146,475 | — | $1.9M | <0.1% | |
| BLACKROCK RUSSELL 2000 INDEX FUND CLASS R | — | 4,943 | — | $1.3M | <0.1% | |
| FIDELITY SMALL CAP VALUE INDEX FUND | — | 48,834 | — | $1.3M | <0.1% | |
| PARTICIPANTS LOANS RECEIVABLE | — | — | — | $30K | <0.1% |