How big is Beazley USA Services, Inc.'s plan?

Beazley USA Services, Inc.'s plan reported $160.9M in assets and 990 participants for 2024.

Original filing (PDF)20251009080318NAL0011013664001

Beazley USA Services, Inc.

Name: Beazley USA Services, Inc. — Beazley USA Services, Form 5500 (2024)
Creator: Beazley USA Services, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Beazley USA Services, Inc. 401(k) Plan

401(k) retirement plan · Beazley USA Services, Inc.'s Beazley USA Services, Inc. 401(k) Plan held $160.9M in plan assets for 990 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

990

Accounts w/ balance

1,100

Plan assets (EOY)

$160.9M

Net assets (EOY)

$160.9M

People on this filing

Alexandria McCullough signed Beazley USA Services, Inc.'s 2024 Form 5500 as plan administrator.

Alexandria McCullough — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Beazley USA Services, Inc.'s EIN is 83-0363539.

EIN 83-0363539

Plan number 001

Plan year 2024

ACK ID 20251009080318NAL0011013664001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Beazley USA Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Beazley USA Services, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 322K (2% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (25th percentile).

Plan sponsor

Name

BEAZLEY USA SERVICES, INC.

EIN

all filings

Address

65 MEMORIAL ROAD · SUITE 320 · WEST HARTFORD, CT · 06107

Phone

(860) 677-3785

Industry

Finance & Insurance

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

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

GRANT THORNTON LLP

Trustee / custodian

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$78K	—

Investments

28 direct securities· $159.8M(99% of reported assets)

Other securities

$119.0M

21 holdings

Common Collective Trusts

$30.1M

4 holdings

Mutual Funds

$10.7M

3 holdings

					% of plan
FID 500 INDEX Mutual Fund	Common Collective Trusts	—	—	$24.7M	15.4%
TRP RETIRE I 2045 I Mutual Fund	Other securities	—	—	$15.4M	9.6%
TRP RETIRE I 2050 I Mutual Fund	Other securities	—	—	$15.2M	9.5%
TRP RETIRE I 2055 I Mutual Fund	Other securities	—	—	$13.3M	8.3%
TRP RETIRE I 2040 I Mutual Fund	Other securities	—	—	$12.8M	8.0%
TRP RETIRE I 2035 I Mutual Fund	Other securities	—	—	$11.5M	7.2%
TRP RETIRE I 2030 I Mutual Fund	Other securities	—	—	$9.7M	6.0%
AB LG CAP GRTH Z Mutual Fund	Other securities	—	—	$9.5M	5.9%
TRP RETIRE I 2060 I Mutual Fund	Other securities	—	—	$7.0M	4.4%
VANG EXPLORER ADM Mutual Fund	Other securities	—	—	$4.8M	3.0%
MFS MID CAP GRTH R6 Mutual Fund	Mutual Funds	—	—	$4.6M	2.8%
TRP RETIRE I 2025 I Mutual Fund	Other securities	—	—	$4.2M	2.6%
FID GOVT MMKT K6 Money Market	Mutual Funds	—	—	$3.2M	2.0%
JPM EQUITY INCOME R6 Mutual Fund	Other securities	—	—	$3.1M	1.9%
FID INTL INDEX Mutual Fund	Mutual Funds	—	—	$3.0M	1.8%
FID MID CAP IDX Mutual Fund	Common Collective Trusts	—	—	$2.6M	1.6%
AS SPL MID CP VAL R6 Mutual Fund	Other securities	—	—	$2.5M	1.6%
FA STRAT INCOME Z Mutual Fund	Other securities	—	—	$2.2M	1.4%
AS SPL SM CAP VAL R6 Mutual Fund	Other securities	—	—	$1.8M	1.1%
VANG EM STK IDX ADM Mutual Fund	Common Collective Trusts	—	—	$1.5M	0.9%
FA TOTAL BOND Z Mutual Fund	Other securities	—	—	$1.5M	0.9%
JPM HIGH YIELD R6 Mutual Fund	Other securities	—	—	$1.4M	0.9%
FID SM CAP IDX Mutual Fund	Common Collective Trusts	—	—	$1.3M	0.8%
TRP RETIRE I 2020 I Mutual Fund	Other securities	—	—	$1.3M	0.8%
TRP RETIRE I 2015 I Mutual Fund	Other securities	—	—	$877K	0.5%
TRP RETIRE I 2065 I Mutual Fund	Other securities	—	—	$374K	0.2%
TRP RETIRE I 2010 I Mutual Fund	Other securities	—	—	$300K	0.2%
TRP RETIRE I 2005 I Mutual Fund	Other securities	—	—	$86K	<0.1%