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Original filing (PDF)20251013135609NAL0002108768001
ZURICH AMERICAN INSURANCE COMPANY
Form 5500
FILING_RECEIVED
ZURICH SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
9,738
Accounts w/ balance
14,357
Plan assets (EOY)
$3.7B
Net assets (EOY)
$3.7B
How this plan invests
This plan
16 pooled trusts
Schedule D
21 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.
Helping the score
- Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZURICH AMERICAN INSURANCE COMPANY.
Plan sponsor
Name
ZURICH AMERICAN INSURANCE COMPANY
EIN
36-4233459
Address
1299 ZURICH WAY · ATTN HUMAN RESOURCES/BENEFITS · SCHAUMBURG, IL · 60196
Phone
(847) 605-6000
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $624K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $170K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $6K | — |
Investments
8 direct securities · 16 pooled funds· $4.2B(100% 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.
Common Collective Trust
$3.2B
16 holdings
Uncategorized
$1.0B
8 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VFTC TARGET RETIREMENT 2030 TR SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938065 / PN 001 | Common Collective Trust | — | — | $466.7M | 12.7% | |
| Vanguard Institutional Total Stock Market Index Trust Common collective trust | — | — | — | $435.5M | 11.8% | |
| VFTC INST TTL STK MKT IX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6316167 / PN 001 | Common Collective Trust | — | — | $435.5M | 11.8% | |
| VFTC TARGET RETIREMENT 2035 TR SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941311 / PN 001 | Common Collective Trust | — | — | $412.8M | 11.2% | |
| VFTC TARGET RETIREMENT 2025 TR SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938034 / PN 001 | Common Collective Trust | — | — | $398.4M | 10.8% | |
| Vanguard PRIMECAP Fund Admiral Shares Mutual fund | — | — | — | $284.4M | 7.7% | |
| VFTC TARGET RETIREMENT 2040 TR SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941351 / PN 001 | Common Collective Trust | — | — | $279.9M | 7.6% | |
| VFTC TARGET RETIREMENT 2045 TR SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944355 / PN 001 | Common Collective Trust | — | — | $250.1M | 6.8% | |
| VFTC TARGET RETIREMENT 2020 TR SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6935530 / PN 001 | Common Collective Trust | — | — | $176.5M | 4.8% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $161.9M | 4.4% | |
| VFTC TARGET RETIREMENT 2050 TR SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944390 / PN 001 | Common Collective Trust | — | — | $158.6M | 4.3% | |
| VFTC TARGET RETIREMENT INC TR SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6930815 / PN 001 | Common Collective Trust | — | — | $114.0M | 3.1% | |
| VFTC TARGET RETIREMENT 2055 TR SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948719 / PN 001 | Common Collective Trust | — | — | $97.7M | 2.7% | |
| Vanguard Institutional Total International Stock Market Index Trust Common collective trust | — | — | — | $97.3M | 2.6% | |
| VFTC INST TTL INTL STK MKT IX TRST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $97.3M | 2.6% | |
| Vanguard Institutional Total Bond Market Index Trust Common collective trust | — | — | — | $92.8M | 2.5% | |
| VFTC INST TTL BND MKT IX TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $92.8M | 2.5% | |
| VFTC TARGET RETIREMENT 2060 TR SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948754 / PN 001 | Common Collective Trust | — | — | $43.8M | 1.2% | |
| PIMCO Total Return Fund; Institutional Class Mutual fund | — | — | — | $38.5M | 1.0% | |
| DFA World ex U.S. Core Equity Portfolio; Institutional Class Shares Mutual fund | — | — | — | $32.3M | 0.9% | |
| VGI Brokerage Option Brokerage option | — | — | — | $28.3M | 0.8% | |
| Vanguard Inflation-Protected Securities Fund: Inst'l Shares Mutual fund | — | — | — | $20.1M | 0.5% | |
| VFTC TARGET RETIREMENT 2065 TR SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6200492 / PN 001 | Common Collective Trust | — | — | $17.9M | 0.5% | |
| VFTC TARGET RETIREMENT 2070 TR SEL VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6098744 / PN 001 | Common Collective Trust | — | — | $2.1M | <0.1% |