Noreen Dishart signed Proassurance Group Savings and Retirement Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Proassurance Group Savings and Retirement Plan's EIN is 63-1285505.
Download the official 2024 Form 5500 (PDF) for Proassurance Group Savings and Retirement Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Proassurance Group Savings and Retirement Plan's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $207K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $74K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COKER AND COMPANY LLC | 99-2592798 | — | ACCOUNTANT | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $51.9M | 14.0% | |
| Principal Life Insurance Company Large-Cap Growth I Separate Account Z | Pooled Separate Accounts | — | — | $37.3M | 10.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $37.3M | 10.1% | |
| PRIN LIFETIME HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $31.1M | 8.4% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $24.0M | 6.5% | |
| PRIN LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $22.0M | 5.9% | |
| PRIN LIFETIME HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $20.5M | 5.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $18.6M | 5.0% | |
| Principal Life Insurance Company Mid-Cap Separate Account Z | Pooled Separate Accounts | — | — | $15.3M | 4.1% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $15.3M | 4.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $14.7M | 4.0% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $11.6M | 3.1% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $11.1M | 3.0% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $10.9M | 3.0% | |
| The American Funds American Funds EuroPacific Growth R6 Fund | Mutual Funds | — | — | $10.6M | 2.9% | |
| PGIM Investments PGIM Total Retirement Bond R6 Fund | U.S. Treasuries | — | — | $10.5M | 2.8% | |
| Principal Life Insurance Company Mid-Cap S&P 400 Index Separate Account Z | Pooled Separate Accounts | — | — | $9.8M | 2.7% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $9.8M | 2.7% | |
| PRIN LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $9.4M | 2.5% | |
| The American Funds American Funds American Balanced R6 Fund | Mutual Funds | — | — | $7.8M | 2.1% | |
| Janus International Holding, LLC Janus Henderson Enterprise Fund | Mutual Funds | — | — | $7.8M | 2.1% | |
| PRIN SMALL-MIDCAP DIV SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 138 | Pooled Separate Account | — | — | $6.7M | 1.8% | |
| Principal Life Insurance Company International Small-Cap Separate Account Z | Pooled Separate Accounts | — | — | $5.0M | 1.3% | |
| PRIN INTL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $5.0M | 1.3% | |
| Fidelity Investments Fidelity Advisor High Income Advantage Z Fund | Mutual Funds | — | — | $4.9M | 1.3% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $4.2M | 1.1% | |
| PRIN LIFETIME HY 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $4.1M | 1.1% | |
| Participants 4.25%-9.50%; maturing through 2038 | Bonds / Notes | — | — | $2.9M | 0.8% | |
| PRIN LIFETIME HYB 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $2.8M | 0.8% | |
| Loomis Sayles Loomis Sayles Bond N Fund | Other securities | — | — | $2.8M | 0.8% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $2.8M | 0.8% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $2.5M | 0.7% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $1.7M | 0.5% | |
| American Century Investments American Century Inflation Adjustment Bond R6 Fund | U.S. Treasuries | — | — | $1.6M | 0.4% | |
| PGIM Investments PGIM Jennison Small Company R6 Fund | Common Stocks | — | — | $1.2M | 0.3% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $877K | 0.2% | |
| PRINCIPAL DIV REAL ASSET SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 123 | Pooled Separate Account | — | — | $716K | 0.2% | |
| Barksdale Bonding & Insurance, Inc. ProAssurance Corporation | Common Stocks | — | — | $270K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $230K | <0.1% | |
| Principal Life Insurance Company Principal Financial Group, Inc. Stock Separate Account | Pooled Separate Accounts | — | — | $71K | <0.1% | |
| PRIN FIN GRP, INC. STK SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $71K | <0.1% | |
| (E) | Other securities | — | — | $71K | <0.1% | |
| (E) | Other securities | — | — | $4K | <0.1% | |
| Principal Life Insurance Company Principal Pension Builder Z | Common Stocks | — | — | $4K | <0.1% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $0 | <0.1% |
