Katie Kappes signed RLI Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RLI Corp.'s EIN is 37-0889946.
Download the official 2024 Form 5500 (PDF) for RLI Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RLI Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $31K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Dodge & Cox Dodge & Cox Stock Fund | Mutual Funds | — | — | $35.3M | 9.7% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $30.0M | 8.2% | |
| T. Rowe Price T. Rowe Prc All Cap Opp s Fund | Other securities | — | — | $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 | Self-Directed Brokerage | — | — | $19.5M | 5.3% | |
| V anguard V anguard Fed Money Market Inv Fd | Cash / Money Market | — | — | $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 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $6.2M | 1.7% | |
| V anguard V anguard Ttl Bd Mkt Idx Adm Fd | Common Collective Trusts | — | — | $4.9M | 1.3% | |
| V anguard V anguard Ttl Intl Stk Idx Adm Fd | Common Collective Trusts | — | — | $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 | Bonds / Notes | — | — | $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% |
