Original filing (PDF)20231009122054NAL0026573089001

STATE AUTO PROPERTY AND CASUALTY INSURANCE COMPANY

Name: STATE AUTO PROPERTY AND CASUALTY INSURANCE COMPANY — STATE AUTO INSURANCE COMPANIES RETIREMENT SAVINGS PLAN, Form 5500 (2022)
Creator: STATE AUTO PROPERTY AND CASUALTY INSURANCE COMPANY

Form 5500

FILING_RECEIVED

STATE AUTO INSURANCE COMPANIES RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

6 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

100

/ 100

Grade A

Top-tier plan health

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. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STATE AUTO PROPERTY AND CASUALTY INSURANCE COMPANY.

Plan sponsor

Name

STATE AUTO PROPERTY AND CASUALTY INSURANCE COMPANY

EIN

57-6010814

Address

518 EAST BROAD STREET · COLUMBUS, OH · 43215

Phone

(614) 464-5000

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-09

Pension benefit codes

2R · Participant-directed brokerage (SDBA)

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$126K	—

Investments

6 pooled funds· $0

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.

			% of plan
FID CONTRAFUND POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133	Common Collective Trust	$0	—
BTC ACWI EX US NL M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-4431141 / PN 001	Common Collective Trust	$0	—
BTC US DEBT IDX NL M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-4395662 / PN 001	Common Collective Trust	$0	—
MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	$0	—
TRP BLUE CHIP GR T5 T. ROWE PRICE TRUST COMPANY · EIN 80-0470272 / PN 004	Common Collective Trust	$0	—
FIAM CORE PLUS CL E FIAM TRUST COMPANY · EIN 20-4659714 / PN 052	Common Collective Trust	$0	—