401k Record

Employers › Berkley W R

Berkley W R 401(k)

Recordkeeping fees per participant · W.R. Berkley Corporation Profit Sharing Plan · plan year 2024

$22.66

Higher than 29% of the 790 plans over $1B that report it.

Source

= $205,029 / 9,048
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250911180122NAL0000376067001, received 2025-09-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250911180122NAL0000376067001, received 2025-09-11

10th: $6.72median $34.2890th: $56.58

Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-11.

Cost and contributions

Administrative expenses excluding investment management, per participant

$38.66

10th: $9.43median $44.4790th: $97.55

Higher than 39% of the 1,045 plans over $1B that report it.

Source

= $349,834 / 9,048
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250911180122NAL0000376067001, received 2025-09-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250911180122NAL0000376067001, received 2025-09-11

Administrative expenses per participant

$38.66

10th: $24.33median $70.0390th: $174.36

Higher than 19% of the 1,076 plans over $1B that report it.

Source

= $349,834 / 9,048
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250911180122NAL0000376067001, received 2025-09-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250911180122NAL0000376067001, received 2025-09-11

Administrative expenses as a share of assets

0.015%

10th: 0.013%median 0.046%90th: 0.111%

Higher than 12% of the 1,076 plans over $1B that report it.

Source

= $349,834 / $2,293,383,287
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250911180122NAL0000376067001, received 2025-09-11
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250911180122NAL0000376067001, received 2025-09-11

Employer contributions per participant

$7,672

10th: $1,442median $3,74490th: $8,760

Higher than 85% of the 1,135 plans over $1B that report it.

Source

= $69,413,189 / 9,048
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250911180122NAL0000376067001, received 2025-09-11
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250911180122NAL0000376067001, received 2025-09-11

Employer share of total contributions

42.9%

10th: 19.8%median 33.4%90th: 47.5%

Higher than 80% of the 1,135 plans over $1B that report it.

Source

= $69,413,189 / $161,834,690
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250911180122NAL0000376067001, received 2025-09-11
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250911180122NAL0000376067001, received 2025-09-11

Plan terms, as stated in Berkley W R Corp's SEC filings

Vesting

“Participants are fully vested in their Tax-Deferred and after-tax Roth Contributions, Roll-Over Contributions, Catch-up Contributions, the Employer Profit Sharing Contribution to their Tax-Deferred Contribution Account, and earnings thereon.”

Form 11-K filed 2026-06-25, for the year ended 2025-12-31 · plan description note, vesting · source document

Automatic enrollment

“The Employee is also automatically enrolled in the Plan's Annual Increase Program, that increases the contribution rate 1% annually as determined by the Employee’s date of hire or adjusted date of hire, whichever is the latest, until capped at 3%.”

Form 11-K filed 2026-06-25, for the year ended 2025-12-31 · plan description note, contributions · source document

Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2S pre-approved plan document · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250911180122NAL0000376067001, received 2025-09-11

Full record, W.R. Berkley Corporation Profit Sharing Plan

FieldValueSource
Plan sponsorW.R. BERKLEY CORPORATIONForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250911180122NAL0000376067001, received 2025-09-11
Plan nameW.R. BERKLEY CORPORATION PROFIT SHARING PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250911180122NAL0000376067001, received 2025-09-11
Sponsor EIN / plan number22-1867895 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250911180122NAL0000376067001, received 2025-09-11
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250911180122NAL0000376067001, received 2025-09-11
Sponsor locationGREENWICH, CTForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250911180122NAL0000376067001, received 2025-09-11
Industry (business code)551112, Management of companies and enterprisesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250911180122NAL0000376067001, received 2025-09-11
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250911180122NAL0000376067001, received 2025-09-11
Filing received2025-09-11Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250911180122NAL0000376067001, received 2025-09-11
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250911180122NAL0000376067001, received 2025-09-11
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250911180122NAL0000376067001, received 2025-09-11
Participants, beginning of year8,871Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250911180122NAL0000376067001, received 2025-09-11
Active participants6,382Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250911180122NAL0000376067001, received 2025-09-11
Participants, end of year9,194Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250911180122NAL0000376067001, received 2025-09-11
Participants with an account balance9,048Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250911180122NAL0000376067001, received 2025-09-11
Total assets, beginning of year$1,930,604,666Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250911180122NAL0000376067001, received 2025-09-11
Total assets, end of year$2,293,383,287Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250911180122NAL0000376067001, received 2025-09-11
Net assets, end of year$2,293,288,872Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250911180122NAL0000376067001, received 2025-09-11
Total income$521,683,420Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250911180122NAL0000376067001, received 2025-09-11
Net income$362,766,817Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250911180122NAL0000376067001, received 2025-09-11
Employer contributions$69,413,189Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250911180122NAL0000376067001, received 2025-09-11
Participant contributions$66,281,216Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250911180122NAL0000376067001, received 2025-09-11
Other contributions (incl. rollovers)$26,140,285Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250911180122NAL0000376067001, received 2025-09-11
Total contributions$161,834,690Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250911180122NAL0000376067001, received 2025-09-11
Benefit payments$158,542,081Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250911180122NAL0000376067001, received 2025-09-11
Total expenses (incl. benefit payments)$158,916,603Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250911180122NAL0000376067001, received 2025-09-11
Total administrative expenses$349,834Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250911180122NAL0000376067001, received 2025-09-11
Contract administrator fees$6,000Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250911180122NAL0000376067001, received 2025-09-11
Recordkeeping fees$205,029Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250911180122NAL0000376067001, received 2025-09-11
IQPA audit fees$84,805Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250911180122NAL0000376067001, received 2025-09-11
Investment advisory and management fees$0Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250911180122NAL0000376067001, received 2025-09-11
Administrative expenses excluding investment management$349,834derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250911180122NAL0000376067001, received 2025-09-11
Held in master trusts$0Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250911180122NAL0000376067001, received 2025-09-11
Held in common/collective trusts$1,547,518,018Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250911180122NAL0000376067001, received 2025-09-11
Held in mutual funds$365,920,928Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250911180122NAL0000376067001, received 2025-09-11
Independent auditorKPMG LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250911180122NAL0000376067001, received 2025-09-11

Position = column in the DOL layout for form year 2024. Filing 20250911180122NAL0000376067001, received 2025-09-11.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
FIDELITY INVESTMENTS INSTITUTIONALrecordkeeperRECORDKEEPER 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees $211,029yes
CAPFINANCIAL PARTNERS, LLC.INVESTMENT ADVISOR 27 Investment advisory (plan) $54,000no
KPMG LLPACCOUNTANT 10 Accounting (including auditing) not reportedno

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250911180122NAL0000376067001, received 2025-09-11.

What changed since the 2023 plan year

Figure20232024Change
Total assets$1,930,604,666$2,293,383,28718.8%
Participants with a balance8,7129,0483.9%
Administrative expenses$379,656$349,834-7.9%
Recordkeeping fees per participant$30.48$22.66-25.7%
Employer contributions$69,781,604$69,413,189-0.5%

Prior filing 20240821150158NAL0002459315001, received 2024-08-21; the plan years are contiguous.

Alerts, claims and corrections

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Sponsor name as filed: W.R. BERKLEY CORPORATION; SEC registrant: BERKLEY W R CORP (CIK 11544, matched by EIN).