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Form 5500 · Retirement plan · SCHAUMBURG, IL

ZURICH AMERICAN INSURANCE COMPANY

The filing calls this plan ZURICH AMERICAN INSURANCE COMPANY RETIREMENT ACCOUNT PLAN.

ZURICH AMERICAN INSURANCE COMPANY of SCHAUMBURG, IL's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
AETNA LIFE INSURANCE COMPANY
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 36-4233459 · plan 001 · plan year 2024, filed Oct 10, 2025

Participants at the start of the year
19,611
Contracts on file
1
Contract value
$3,648,747
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with AETNA LIFE INSURANCE COMPANY.

The contracts held $3,648,747 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
AETNA LIFE INSURANCE COMPANYAnnuity / GIC440December$3,648,747$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
ZURICH AMERICAN INSURANCE COMPANY
EIN 36-4233459
WILLIS TOWERS WATSON US LLC
Named on Schedule C · EIN 53-0181291
$1,151,919
paid directly by the plan
PIMCO
Named on Schedule C · EIN 33-0629048
$790,876
paid directly by the plan
JP MORGAN INVESTMENT MANAGEMENT INC
Investment advisory · EIN 13-3200244
$733,214
paid directly by the plan
RREEF-AMERICA LLC
INV-MGMT · EIN 58-2364506
$595,404
paid directly by the plan
NORTHERN TRUST COMPANY
Named on Schedule C · EIN 36-1561860
$333,001
paid directly by the plan
BLACKROCK FINANCIAL MANAGEMENT
Named on Schedule C · EIN 13-3806691
$266,368
paid directly by the plan
METLIFE
Named on Schedule C · EIN 13-4075851
$260,335
paid directly by the plan
MERCER
Named on Schedule C · EIN 13-2834414
$251,253
paid directly by the plan
AON CONSULTING
Named on Schedule C · EIN 36-3109431
$114,473
paid directly by the plan
SEYFARTH SHAW LLP
Named on Schedule C · EIN 36-2152202
$11,077
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$1,287,502,447
Paid out in benefits
$72,102,679
Participants at the start of the year
19,611

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

Other plans filed by this employer

Zurich Welfare PlanInsured benefit plan · 10 Schedule A contractsRenews ~Jan 1Zurich Savings PlanForm 5500 filing · no insured Schedule A contractsZurich Health Reimbursement Account PlanForm 5500 filing · no insured Schedule A contracts

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