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Original filing (PDF)20250827135010NAL0016604336001
PROASSURANCE GROUP SAVINGS AND RETIREMENT PLAN
Form 5500
FILING_RECEIVED
PROASSURANCE GROUP SAVINGS AND RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,037
Accounts w/ balance
1,428
Plan assets (EOY)
$370.6M
Net assets (EOY)
$370.6M
How this plan invests
This plan
27 pooled trusts
Schedule D
39 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROASSURANCE GROUP SAVINGS AND RETIREMENT PLAN.
Plan sponsor
Name
PROASSURANCE GROUP SAVINGS AND RETIREMENT PLAN
EIN
63-1285505
Address
—
Phone
(205) 877-4462
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-27
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
COKER AND COMPANY LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $74K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $207K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COKER AND COMPANY LLC | 99-2592798 | — | ACCOUNTANT | $0 | — |
Investments
18 direct securities · 27 pooled funds· $438.0M(100% 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.
Pooled Separate Account
$165.9M
13 holdings
Common Collective Trust
$154.1M
14 holdings
Uncategorized
$118.0M
18 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $10.6M | 2.9% | |
| PGIM Investments PGIM Total Retirement Bond R6 Fund | — | — | — | $10.5M | 2.8% | |
| Principal Life Insurance Company Mid-Cap S&P 400 Index Separate Account Z | — | — | — | $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 | — | — | — | $7.8M | 2.1% | |
| Janus International Holding, LLC Janus Henderson Enterprise Fund | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $1.6M | 0.4% | |
| PGIM Investments PGIM Jennison Small Company R6 Fund | — | — | — | $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 | — | — | — | $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 | — | — | — | $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) | — | — | — | $71K | <0.1% | |
| (E) | — | — | — | $4K | <0.1% | |
| Principal Life Insurance Company Principal Pension Builder Z | — | — | — | $4K | <0.1% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $0 | <0.1% |