Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
RLI CORP.
EIN 37-0889946Finance and InsuranceLatest filing 2024
Plans
3
Retirement
2
$768.7M assets
Welfare
1
$1.0M premiums
Participants
3,836
9025 N LINDBERGH DR - PEORIA, IL 616151499309-689-3862
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $768.7M assets / 2,745 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.0M premiums / 1,111 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$882K
- Life$878K
- Long-term disability$878K
- Vision$129K
Carrier market share
Premium dollars by Schedule A carrier
87%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA87%
- VISION SERVICE PLAN13%
Broker market share
Schedule A broker compensation
90%top
- LOCKTON COMPANIES, LLC90%
- AON CONSULTING INC10%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
RLI CORP. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$403.8M
Participants1,354
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
RLI CORP. 401K PLAN
401k
Assets$364.9M
Participants1,391
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
RLI CORP. GENERAL WELFARE BENEFITS PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$1.0M
Covered lives1,111
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | RLI CORP. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $403.8M | 1,354 | 2024 | |
| 003 | RLI CORP. 401K PLAN | 401k | $364.9M | 1,391 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | RLI CORP. GENERAL WELFARE BENEFITS PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1.0M | 1,111 | 2024 |
Retirement plans
Welfare plans