Plan Ledger DOL Form 5500 · updated monthly

Rli Corp.ESOP

RLI CORP. EMPLOYEE STOCK OWNERSHIP PLAN · PEORIA, IL · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Rli Corp. reported $3,766 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $11,705 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.

Across the 2 years on file its reported administrative ratio fell from 0.002% to 0.001%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other finance & insurance employers. By assets it is the 191st-largest of 3,702 plans among Illinois employers on file, and the 352nd of 4,798 in finance & insurance. active participation has grown from 894 to 1,059 since 2022.

Plan summary
Net assets, end of year$403,829,349
Participants with balances1,209
Active participants1,059
Employer contributions$12,395,920
Employee contributions—
Employer contribution per active participant$11,705
Average account balance$334,019
Benefits paid to participants$31,633,311
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$403.8M · 1,209 accts · $12.4M emplr
2023$336.8M · 1,283 accts · $11.0M emplr
2022$341.7M · 1,168 accts · $9.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,766
Total administrative$3,766
Employer contributions to the Rli Corp. plan · 2024
Employer contribution per active participant$11,705
Median for plans this size$4,294
2024$11,705 per active participant
2023$11,067 per active participant
2022$10,037 per active participant

Rli Corp.'s 2024 employer contribution ran above the $4,294 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 · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$3,766

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

Administrative cost history3
2024$3,766 · 0.00%
2023$5,346 · 0.00%
2022$6,861 · 0.00%
All plans at this employer2
RLI CORP. EMPLOYEE STOCK OWNERSHIP PLANESOP
RLI CORP 401K PLAN401(k)
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 370889946 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.