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Original filing (PDF)20251010160834NAL0013494320003
ZENITH INSURANCE COMPANY
Form 5500
FILING_RECEIVED
ZENITH 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,474
Accounts w/ balance
1,706
Plan assets (EOY)
$399.3M
Net assets (EOY)
$399.1M
How this plan invests
This plan
2 pooled trusts
Schedule D
31 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.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZENITH INSURANCE COMPANY.
Plan sponsor
Name
ZENITH INSURANCE COMPANY
EIN
95-1651549
Address
21255 CALIFA STREET · WOODLAND HILLS, CA · 91367
Phone
(818) 713-1000
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
2025-10-10
Pension benefit codes
2E · Profit-sharing
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)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HOLTHOUSE CARLIN & VAN TRIGT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $197K | — |
Investments
23 direct securities · 2 pooled funds· $455.3M(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.
Uncategorized
$364.8M
23 holdings
Pooled Separate Account
$50.9M
1 holding
Common Collective Trust
$39.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Investments Vanguard Large Cap Index Fund Institutional Mutual Fund | — | — | — | $59.0M | 14.8% | |
| SIA- BE6 MASS MUTUAL SAGIC MASSACHUSETTS MUTUAL LIFE INSURANCE · EIN 04-1590850 / PN 281 | Pooled Separate Account | — | — | $50.9M | 12.7% | |
| Pioneer Large Cap Growth Portfolio Fund R1 Collective Investment Trust | — | — | — | $39.5M | 9.9% | |
| WILMGT TR CIT PIONEER LC GRWT PORT GREAT GRAY TRUST COMPANY · EIN 81-4278868 / PN 290 | Common Collective Trust | — | — | $39.5M | 9.9% | |
| T. Rowe Price Value Fund Mutual Fund | — | — | — | $36.2M | 9.1% | |
| American Funds EuroPacific Growth Fund R6 Mutual Fund | — | — | — | $27.0M | 6.8% | |
| Vanguard Total Bond Market Index Fund Institutional Mutual Fund | — | — | — | $26.3M | 6.6% | |
| American Funds The Bond Fund of America R6 Mutual Fund | — | — | — | $24.9M | 6.2% | |
| Vanguard Explorer Fund Admiral Mutual Fund | — | — | — | $18.4M | 4.6% | |
| VANGUARD TOTAL INTL STK INSTL Registered Investment Company | — | — | — | $18.2M | 4.6% | |
| Vanguard Growth Index Fund Institutional Mutual Fund | — | — | — | $15.3M | 3.8% | |
| Victory Sycamore Small Company Opportunity Fund Class I Mutual Fund | — | — | — | $14.8M | 3.7% | |
| American Funds Inflation Linked Bond Fund R6 Mutual Fund | — | — | — | $14.5M | 3.6% | |
| AMERICAN FUND INFLTN LNKD BD Registered Investment Company | — | — | — | $14.5M | 3.6% | |
| Vanguard Mid Cap Index Fund Institutional Mutual Fund | — | — | — | $13.5M | 3.4% | |
| MFS Total Return Fund R4 Mutual Fund | — | — | — | $8.3M | 2.1% | |
| Invesco Developing Markets Fund Class Y Mutual Fund | — | — | — | $7.3M | 1.8% | |
| BLACKROCK HIGH YIELD BOND INST Registered Investment Company | — | — | — | $6.6M | 1.7% | |
| PARTICIPANT LOANS (2.62% - 10.50%) maturity dates from 2025 to 2053 | — | — | — | $3.9M | 1.0% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $3.6M | 0.9% | |
| PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional Mutual Fund | — | — | — | $3.2M | 0.8% | |
| PIMCO GLBL BND OPPS USD HDGD I Registered Investment Company | — | — | — | $3.2M | 0.8% | |
| Cohen & Steers Realty Shares Fund Class L Mutual Fund | — | — | — | $2.7M | 0.7% | |
| Janus Henderson Enterprise Fund Class I Mutual Fund | — | — | — | $2.1M | 0.5% | |
| Allspring Special Mid Cap Value Fund Institutional Mutual Fund | — | — | — | $1.8M | 0.5% |
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