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Original filing (PDF)20251009144312NAL0007154561001
EULER HERMES NORTH AMERICA INS
Form 5500
FILING_RECEIVED
EULER HERMES NORTH AMERICA INSURANCE COMPANY RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
501
Accounts w/ balance
674
Plan assets (EOY)
$165.5M
Net assets (EOY)
$165.5M
How this plan invests
This plan
20 pooled trusts
Schedule D
32 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 (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EULER HERMES NORTH AMERICA INS.
Plan sponsor
Name
EULER HERMES NORTH AMERICA INS
EIN
52-0222226
Address
100 INTERNATIONAL DRIVE · 22ND FLOOR · BALTIMORE, MD · 21202
Phone
(410) 753-0742
Industry
Finance & Insurancesee all
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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $87K | — |
Investments
12 direct securities · 20 pooled funds· $162.3M(98% 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
$92.6M
18 holdings
Uncategorized
$52.9M
12 holdings
Pooled Separate Account
$16.9M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments 500 Index Fund | — | — | — | $24.4M | 14.8% | |
| T. ROWE PRICE RETIREMENT 2040 CIT T. ROWE PRICE · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $17.3M | 10.5% | |
| PUTNAM STABLE VALUE FUND PUTNAM · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $17.2M | 10.4% | |
| LARGE CAP GROWTH/JP MORGAN INVST MG EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $15.7M | 9.5% | |
| T. ROWE PRICE RETIREMENT 2045 CIT T. ROWE PRICE · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $8.9M | 5.4% | |
| Virtus Allianz Global Investors Technology Fund | — | — | — | $8.2M | 4.9% | |
| T. ROWE PRICE US MIDCAP GREQTR CIT T. ROWE PRICE · EIN 35-2425738 / PN 001 | Common Collective Trust | — | — | $8.0M | 4.8% | |
| T. ROWE PRICE RETIREMENT 2030 CIT T. ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $7.9M | 4.8% | |
| T. ROWE PRICE RETIREMENT 2035 CIT T. ROWE PRICE · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $7.5M | 4.6% | |
| T. ROWE PRICE RETIREMENT 2050 CIT T. ROWE PRICE · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $6.7M | 4.0% | |
| T. ROWE PRICE RETIREMENT 2055 CIT T. ROWE PRICE · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $5.1M | 3.1% | |
| MassMutual Premier Core Bond Fund | — | — | — | $3.6M | 2.2% | |
| COLUMBIA TRUST DIVIDEND INCOME INST COLUMBIA FUNDS SERVICES, INC. · EIN 41-0007957 / PN 128 | Common Collective Trust | — | — | $3.3M | 2.0% | |
| MassMutual US Government Money Market Fund 365 T.Rowe Price New Horizons Fund | — | — | — | $3.2M | 2.0% | |
| Fidelity Investments International Index Fund | — | — | — | $3.1M | 1.9% | |
| Fidelity Investments Mid Cap Index Fund | — | — | — | $2.4M | 1.5% | |
| T. ROWE PRICE RETIREMENT 2060 CIT T. ROWE PRICE · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $2.4M | 1.4% | |
| T. ROWE PRICE RETIREMENT 2020 CIT T. ROWE PRICE · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $2.3M | 1.4% | |
| T. ROWE PRICE RETIREMENT 2025 CIT T. ROWE PRICE · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $2.2M | 1.4% | |
| Fidelity Investments U.S. Bond Index Fund | — | — | — | $2.1M | 1.3% | |
| Fidelity Investments Small Cap Index Fund | — | — | — | $2.1M | 1.3% | |
| CLEARBRIDGE INTERNATIONAL GRWTH CIT WILMINGTON TRUST · EIN 82-3125078 / PN 346 | Common Collective Trust | — | — | $1.9M | 1.1% | |
| MID CAP VALUE/ROBECO BOSTON PARTNER EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $1.2M | 0.7% | |
| American Century Small Cap Value Fund | — | — | — | $1.2M | 0.7% | |
| Various Maturity Dates - | — | — | — | $1.1M | 0.7% | |
| American Funds New World Fund | — | — | — | $1.1M | 0.6% | |
| T. ROWE PRICE RETIREMENT BLNCD CIT T. ROWE PRICE · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $785K | 0.5% | |
| T. ROWE PRICE RETIREMENT 2015 CIT T. ROWE PRICE · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $578K | 0.3% | |
| John Hancock Alternative Asset Allocation Fund | — | — | — | $303K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2065 CIT T. ROWE PRICE COLLECTIVE TRUSTS · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $263K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2005 CIT T. ROWE PRICE · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $192K | 0.1% | |
| T. ROWE PRICE RETIREMENT 2010 CIT T. ROWE PRICE · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $110K | <0.1% |
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