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Original filing (PDF)20250730164135NAL0005028417001
FALCON INSURANCE GROUP
Form 5500
FILING_RECEIVED
FALCON INSURANCE GROUP TRUST
Employee benefit plan
Signals · 1
100% in single holding
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$7.0M
Net assets (EOY)
$7.0M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "Charles Schwab Institutional Participant-Directed Brokerage Accounts" is 100% of plan.
- No active participants reported but plan still holds assets.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FALCON INSURANCE GROUP.
Plan sponsor
Name
FALCON INSURANCE GROUP
EIN
47-2212001
Address
724 ENTERPRISE DRIVE · OAK BROOK, IL · 60523
Phone
(630) 423-3145
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
2025-07-30
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 direct security· $7.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Charles Schwab Institutional Participant-Directed Brokerage Accounts | — | — | — | $7.0M | 100.0% |
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