Zurich American Insurance Company Retirement Account Plan
Sponsored by Zurich American Insurance Company · EIN 364233459 · Plan #001
- Total assets
- $1.3B
- Net assets
- $1.2B
- Active participants
- 4,959
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Blackrock Financial Management, Inc CRD 107105 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Willis Towers Watson Us Llc | Consulting (pension), Direct payment from the plan | $1,151,919 |
| Pimco | Investment advisory (plan), Investment management, Investment management fees (direct) | $790,876 |
| Jp Morgan Investment Management Inc | Trustee (discretionary), Investment advisory (plan), Investment management | $733,214 |
| Rreef America Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $595,404 |
| Northern Trust Company | Trustee (institutional), Direct payment from the plan | $333,001 |
| Blackrock Financial Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $266,368 |
| Metlife | Investment management, Direct payment from the plan | $260,335 |
| Mercer | Actuarial, Direct payment from the plan | $251,253 |
| Aon Consulting | Actuarial, Direct payment from the plan | $114,473 |
| Seyfarth Shaw Llp | Legal, Direct payment from the plan | $11,077 |