Plan Ledger DOL Form 5500 · updated monthly

Canopius US Insurance, Inc.Profit-sharing plan

CANOPIUS US RETIREMENT SAVINGS PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.07%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Canopius US Insurance, Inc. reported $5,421 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,768 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Illinois (2,496th of 3,702), and 4,092nd of 4,798 in finance & insurance. In 2024, employees put in $1.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,845,753
Participants with balances153
Active participants102
Employer contributions$996,378
Employee contributions$1,209,389
Employer contribution per active participant$9,768
Average account balance$57,815
Benefits paid to participants$1,499,125
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,075
Investment management$2,196
Total administrative$5,421
Employer contributions to the Canopius US Insurance, Inc. plan · 2024
Employer contribution per active participant$9,768
Median for plans this size$1,313

Canopius US Insurance, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
CAMBRIDGE INVESTMENT RESEARCH INCindirect comp
PENSION SPECIALISTS LTD · Other servicesindirect comp
MORNINGSTAR · Investment advisory (plan)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$5,421 · 0.07%
Same employer
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Nationwide Loan Company LLC IL$10.2M · 0.40%
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Pba Holding Group, Inc. IL$8.1M · 0.27%
Gpd Holdings LLC IL$7.7M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205612765 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.