Sponsor portfolioTH

ZURICH AMERICAN INSURANCE COMPANY

EIN 36-4233459insuranceLatest filing 2024

Plans

Retirement

$4.97B assets

Welfare

$20.6M premiums

Participants

43,349

1299 ZURICH WAY - SCHAUMBURG, IL 601961056847-605-6213LinkedIn1-10 employeesinsurance

Plans on this EIN

4 filings

#003401k-$3.69B - 14,802 part #001CashBalance-$1.29B - 18,921 part #501Mixed-$20.6M - 13,817 lives #505Unknown-0 lives

Retirement portfolio analytics

2 plans aggregated / $4.97B assets / 33,723 participants

Assets by plan

Share of aggregate retirement assets

74%top

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched

74%top

THE VANGUARD GROUP, INC.74%
(Not disclosed)26%

Participants by plan

Active + retired + deferred vested

RETIREMENT ACCOUNT PLAN (#001)18,921
ZURICH Savings (#003)14,802

Benefits portfolio analytics

2 plans / $20.6M premiums / 13,817 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Life$6.7M
Dental$6.4M
Long-term disability$2.8M
Other$2.0M
Health$1.4M
Vision$1.2M

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

46%top

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY46%
METROPOLITAN LIFE INSURANCE COMPANY35%
VISION SERVICE PLAN6%
SPRING HEALTH5%
ZURICH AMERICAN INSURANCE COMPANY5%
+2 more

Broker market share

Schedule A broker compensation

Split broker

93%top

WILLIS TOWERS WATSON US LLC93%
ZURICH AGENCY SERVICES7%

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.

Retirement#003

ZURICH SAVINGS PLAN

401k

Assets$3.69B

Participants14,802

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#001