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  2. RLI CORP.
Sponsor portfolioTH

RLI CORP.

EIN 37-0889946-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$743.8M assets
Welfare
1
$949K premiums
Participants
4,074
9025 N LINDBERGH DR - PEORIA, IL 616151499309-689-3862
Plans on this EIN
3 filings
#003401k-$426.7M - 1,450 part#002ESOP-$317.1M - 1,429 part#501Mixed-$949K - 1,156 lives

Retirement portfolio analytics

2 plans aggregated / $743.8M assets / 2,879 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • CORP. 401K PLAN (#003)57%
  • EMPLOYEE STOCK OWNERSHIP (#002)43%
Total $743.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CORP. 401K PLAN (#003)1,450
  • EMPLOYEE STOCK OWNERSHIP (#002)1,429
Total 2,879Click row to drill in

Benefits portfolio analytics

1 plan / $949K premiums / 1,156 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$815K
  • Long-term disability$815K
  • Other$815K
  • Vision$134K
Total $949K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • HARTFORD LIFE AND ACCIDENT86%
  • VISION SERVICE PLAN14%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $949K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $11K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

RLI CORP. 401K PLAN

401k

Assets$426.7M
Participants1,450
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RLI CORP. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$317.1M
Participants1,429
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RLI CORP. GENERAL WELFARE BENEFITS PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$949K
Covered lives1,156
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003RLI CORP. 401K PLAN401k$426.7M1,4502025
002RLI CORP. EMPLOYEE STOCK OWNERSHIP PLANESOP$317.1M1,4292025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RLI CORP. GENERAL WELFARE BENEFITS PLANMixedHARTFORD LIFE AND ACCIDENT$949K1,1562025
Retirement plans
Welfare plans
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