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Original filing (PDF)20250722060207NAL0005827858001
BERKSHIRE HATHAWAY SPECIALTY INS
Form 5500
FILING_RECEIVED
BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY RETIREMENT PLA
401(k) retirement plan
Active participants
935
Accounts w/ balance
1,105
Plan assets (EOY)
$174.1M
Net assets (EOY)
$174.1M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERKSHIRE HATHAWAY SPECIALTY INS.
Plan sponsor
Name
BERKSHIRE HATHAWAY SPECIALTY INS
EIN
63-0202590
Address
100 FEDERAL STREET, 7TH FLOOR · BOSTON, MA · 02110
Phone
(617) 936-2919
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
2025-07-22
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON AND BLETZER PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $16K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAYFLOWER FINANCIAL ADVISORS, LLC | 84-4826355 | — | INVESTMENT/FINANCIAL ADVI | $50K | — |
Investments
30 direct securities · 1 pooled fund· $172.3M(99% 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.
Registered Investment Companies
$169.5M
30 holdings
Common Collective Trust
$2.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $36.6M | 21.0% | |
| NYLI WINSLOW LC GROWTH R6 | Registered Investment Companies | — | — | $12.5M | 7.2% | |
| FID FREE INDX 2045 IP | Registered Investment Companies | — | — | $12.3M | 7.1% | |
| FID FREE INDX 2035 IP | Registered Investment Companies | — | — | $10.8M | 6.2% | |
| FID FREE INDX 2040 IP | Registered Investment Companies | — | — | $10.5M | 6.1% | |
| FID FREE INDX 2050 IP | Registered Investment Companies | — | — | $10.2M | 5.8% | |
| FID FREE INDX 2030 IP | Registered Investment Companies | — | — | $9.1M | 5.2% | |
| FID TOTAL INTERNATIONAL INDEX | Registered Investment Companies | — | — | $7.3M | 4.2% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $7.1M | 4.1% | |
| FID FREE INDX 2055 IP | Registered Investment Companies | — | — | $5.9M | 3.4% | |
| FID FREE INDX 2025 IP | Registered Investment Companies | — | — | $5.8M | 3.3% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $5.4M | 3.1% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $4.9M | 2.8% | |
| JOHN HANCOCK BOND FUND - R6 | Registered Investment Companies | — | — | $4.8M | 2.8% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $4.4M | 2.5% | |
| FID US BOND IND | Registered Investment Companies | — | — | $3.2M | 1.8% | |
| INVESCO INT SMALL MID COR6 | Registered Investment Companies | — | — | $3.1M | 1.8% | |
| COHEN STEERS US REALTY RS SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $2.8M | 1.6% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $2.5M | 1.5% | |
| FID FREE INDX 2060 IP | Registered Investment Companies | — | — | $2.4M | 1.4% | |
| JPM GLOBAL BOND OPPS R6 | Registered Investment Companies | — | — | $2.1M | 1.2% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $2.0M | 1.1% | |
| FID FREEDOM IND2010 INSTL PREM | Registered Investment Companies | — | — | $1.3M | 0.8% | |
| FID FREE INDEX 2065 IP | Registered Investment Companies | — | — | $1.0M | 0.6% | |
| FID FREE INDX 2020 IP | Registered Investment Companies | — | — | $971K | 0.6% | |
| PUTNAM SM CAP GWTHR6 | Registered Investment Companies | — | — | $944K | 0.5% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $878K | 0.5% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $840K | 0.5% | |
| JOHN HANCOCK DISC VALUE MC R6 | Registered Investment Companies | — | — | $555K | 0.3% | |
| FID FREE INDX INCOME IP | Registered Investment Companies | — | — | $131K | <0.1% | |
| FID FREE INDX 2015 IP | Registered Investment Companies | — | — | $95K | <0.1% |