How big is Skyward Service Group's plan?

Skyward Service Group's plan reported $54.9M in assets and 584 participants for 2024.

Original filing (PDF)20251010134730NAL0004304419001

Skyward Service Group

Name: Skyward Service Group — Skyward Speciality Insurance, Form 5500 (2024)
Creator: Skyward Service Group
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Skyward Speciality Insurance Group 401(k) Plan

401(k) retirement plan · Skyward Service Group's Skyward Speciality Insurance Group 401(k) Plan held $54.9M in plan assets for 584 participants in 2024, with Merrill (Bank of America) as recordkeeper.

Active participants

584

Accounts w/ balance

696

Plan assets (EOY)

$54.9M

Net assets (EOY)

$54.9M

People on this filing

Roxanne Conroy signed Skyward Service Group's 2024 Form 5500 as plan administrator.

Roxanne Conroy — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Skyward Service Group's EIN is 45-5463484.

EIN 45-5463484

Plan number 001

Plan year 2024

ACK ID 20251010134730NAL0004304419001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Skyward Service Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Skyward Service Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SKYWARD SERVICE GROUP.

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How this plan invests

This plan

1 pooled trust

Schedule D

40 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

SKYWARD SERVICE GROUP

EIN

all filings

Address

800 GESSNER ROAD · SUITE 600 · HOUSTON, TX · 77024

Phone

(713) 935-4800

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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

2025-10-10

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)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH, PIERCE, FENNER AND S	13-5674085	—	RECORDKEEPER	$154K	—

Investments

40 direct securities · 1 pooled fund· $60.3M(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 Trusts

$20.6M

7 holdings

Mutual Funds

$15.3M

11 holdings

Other securities

$13.8M

19 holdings

Common Collective Trust

$5.0M

1 holding

Stable Value

$5.0M

2 holdings

Bonds / Notes

$687K

1 holding

					% of plan
ishares S&P 500 Index Fund Class K Mutual fund	Common Collective Trusts	—	—	$7.0M	12.7%
ishares MSCI Total International Index Fund K Mutual fund	Common Collective Trusts	—	—	$5.8M	10.5%
Vanguard Balanced Index Fd ADM Mutual fund	Mutual Funds	—	—	$5.5M	10.0%
PUTNAM STABLE VALUE FUND CLASS 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202	Common Collective Trust	—	—	$5.0M	9.0%
Putnam Stable Value Fund 20 Collective trust fund	Stable Value	—	—	$4.9M	9.0%
Vanguard Growth Index Fund Mutual fund	Common Collective Trusts	—	—	$4.9M	8.8%
Janus Henderson Flexible Bond N Mutual fund	Mutual Funds	—	—	$2.7M	4.9%
Vanguard Small Cap Value ADM Mutual fund	Mutual Funds	—	—	$2.1M	3.8%
BLACKROCK LIFEPATH INDX 2035 K MUTUAL FUNDS	Other securities	—	$1.7M	$2.0M	3.7%
Pimco Real Return FD CL Inst Mutual fund	Mutual Funds	—	—	$2.0M	3.6%
Columbia Dividend Income Inst 3 Mutual fund	Other securities	—	—	$1.7M	3.0%
ishares Russell 2000 Small Cap Index Fund K Mutual fund	Common Collective Trusts	—	—	$1.3M	2.3%
Federated Hermes MDT MID CP R6 Mutual fund	Other securities	—	—	$1.3M	2.3%
ishares Russell Mid-Cap Index Fund K Mutual fund	Common Collective Trusts	—	—	$1.1M	2.0%
Blackrock Mutual Funds LifePath Index 2030 Fund K Mutual fund	Other securities	—	—	$1.1M	2.0%
Principal Real Estate Sec FD I Mutual fund	Other securities	—	—	$1.0M	1.9%
Janus Henderson Flexible Bond N GM Mutual fund	Mutual Funds	—	—	$960K	1.7%
Blackrock LifePath Index Retirement Fund K Mutual fund	Other securities	—	—	$941K	1.7%
Blackrock Mutual Funds LifePath Index 2040 Fund K Mutual fund	Other securities	—	—	$929K	1.7%
Vanguard Mid Cap Value ADM Mutual fund	Mutual Funds	—	—	$752K	1.4%
ishares MSCI Total Intl K GM Mutual fund	Other securities	—	—	$750K	1.4%
Blackrock Mutual Funds LifePath Index 2050 Fund K Mutual fund	Other securities	—	—	$738K	1.3%
Notes Receivable from Participants Interest rates ranging from 5.25% to 10.5% -	Bonds / Notes	—	—	$687K	1.3%
LOAN FUND LOANS	Other securities	—	$681K	$681K	1.2%
Blackrock Mutual Funds LifePath Index 2045 Fund K Mutual fund	Other securities	—	—	$583K	1.1%
COLUMBIA DIVID INCM INST3 GM MUTUAL FUNDS	Other securities	—	$483K	$528K	1.0%
Vanguard Small Cap Growth ADM Mutual fund	Mutual Funds	—	—	$515K	0.9%
Macquarie Emerging Markets R6 Mutual fund	Other securities	—	—	$442K	0.8%
Vanguard Growth Index Fund GM Mutual fund	Common Collective Trusts	—	—	$421K	0.8%
Vanguard Mid Cap Value ADM GM Mutual fund	Mutual Funds	—	—	$376K	0.7%
Blackrock Mutual Funds LifePath Index 2055 Fund K Mutual fund	Other securities	—	—	$282K	0.5%
Macquarie Emerging Markets R6 Mutual fund	Other securities	—	—	$267K	0.5%
Federated Hermes MDT MID CP R6 GM Mutual fund	Other securities	—	—	$261K	0.5%
Vanguard Small Cap Value ADM GM Mutual fund	Mutual Funds	—	—	$207K	0.4%
Principal Real Est Sec FD I GM Mutual fund	Other securities	—	—	$161K	0.3%
ISHARES S&P 500 INDEX CL K GM MUTUAL FUNDS	Common Collective Trusts	—	$120K	$159K	0.3%
Pimco Real Return Fund Inst GM Mutual fund	Mutual Funds	—	—	$138K	0.3%
Vanguard Small Cap Growth ADM GM Mutual fund	Mutual Funds	—	—	$121K	0.2%
Blackrock Mutual Funds LifePath Index 2060 Fund K Mutual fund	Other securities	—	—	$106K	0.2%
Putnam Stable Value Fund 20 GM Collective trust fund	Stable Value	—	—	$43K	<0.1%
ACCRUED INCOME ACCRUED INCOME 170 MERRILL LYNCH BANK DEPOSIT CERT OF DEPOSIT / BANK DEPOSIT	Other securities	—	$11K	$11K	<0.1%