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Original filing (PDF)20250908114104NAL0032625200001
RLI CORP.
Form 5500
FILING_RECEIVED
RLI CORP. 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,104
Accounts w/ balance
1,390
Plan assets (EOY)
$364.9M
Net assets (EOY)
$364.1M
How this plan invests
This plan
16 pooled trusts
Schedule D
27 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 (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RLI CORP..
Plan sponsor
Name
RLI CORP.
EIN
37-0889946
Address
9025 N LINDBERGH DR · PEORIA, IL · 616151499
Phone
(309) 689-3862
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
2025-09-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $31K | — |
Investments
12 direct securities · 16 pooled funds· $366.7M(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
$164.7M
13 holdings
Uncategorized
$163.7M
10 holdings
Pooled Separate Account
$21.3M
3 holdings
Pooled Separate Accounts
$9.9M
1 holding
Mutual Funds
$7.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Dodge & Cox Dodge & Cox Stock Fund | — | — | — | $35.3M | 9.7% | |
| Fidelity 500 Index Fund | — | — | — | $30.0M | 8.2% | |
| T. Rowe Price T. Rowe Prc All Cap Opp s Fund | — | — | — | $29.9M | 8.2% | |
| VGD TRGT RTMT 2045 TRUST II VANGUARD GROUP · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $26.3M | 7.2% | |
| VGD TRGT RTMT 2035 TRUST II VANGUARD GROUP · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $25.7M | 7.0% | |
| VGD TRGT RTMT 2030 TRUST II VANGUARD GROUP · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $22.3M | 6.1% | |
| VGD TRGT RTMT 2040 TRUST II VANGUARD GROUP · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $19.6M | 5.4% | |
| SelfDirected Brokerage Funds V arious SelfDirected Brokerage Accounts | — | — | — | $19.5M | 5.3% | |
| V anguard V anguard Fed Money Market Inv Fd | — | — | — | $19.2M | 5.3% | |
| VGD TRGT RTMT 2025 TRUST II VANGUARD GROUP · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $18.5M | 5.1% | |
| VGD TRGT RTMT 2050 TRUST II VANGUARD GROUP · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $17.9M | 4.9% | |
| VGD TRGT RTMT 2055 TRUST II VANGUARD GROUP · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $13.3M | 3.6% | |
| Oppenheimer Invesco Discov R6 Fd | — | — | — | $12.8M | 3.5% | |
| s * Principal Life Insurance Company Principal Mid Cap S&P 400 Index | Pooled Separate Accounts | — | — | $9.9M | 2.7% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $9.9M | 2.7% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $8.2M | 2.3% | |
| JOHN HANCOCK CR PL FX IN TR I2 JOHN HANCOCK TRUST COMPANY · EIN 45-2395022 / PN 002 | Common Collective Trust | — | — | $8.2M | 2.2% | |
| American Century American Century Sml Cap V al R6 Fd | Mutual Funds | — | — | $7.1M | 1.9% | |
| VGD TRGT RTMT 2020 TRUST II VANGUARD GROUP · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $6.7M | 1.8% | |
| MFS Intl Diversification R6 Fd | — | — | — | $6.2M | 1.7% | |
| V anguard V anguard Ttl Bd Mkt Idx Adm Fd | — | — | — | $4.9M | 1.3% | |
| V anguard V anguard Ttl Intl Stk Idx Adm Fd | — | — | — | $4.4M | 1.2% | |
| VGD TRGT RTMT 2060 TRUST II VANGUARD GROUP · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $3.2M | 0.9% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $3.2M | 0.9% | |
| VGD TRGT RTMT INC TRUST II VANGUARD GROUP · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $1.6M | 0.4% | |
| Participant loans Interest rates from 4.25% to 9.50% 0 | — | — | — | $1.5M | 0.4% | |
| VGD TRGT RTMT 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.3% | |
| VGD TRGT RTMT 2070 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $193K | <0.1% |
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