The Property and Casualty Initiative, LLC

Form 5500

THE PROPERTY AND CASUALTY INITIATIVE, LLC

176 Federal Street Suite 402, Boston, Ma 02110 (617) 723-7878 EIN:04-3485242 Plan Admin:Michelle Volpe

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameTHE PROPERTY AND CASUALTY INITIATIVE, LLC 401(K) PLAN Plan #001 Participants BOY/EOY5 / 6 Assets BOY/EOY$758,843 / $1,070,133	2023	THE PROPERTY AND CASUALTY INITIATIVE, LLC 401(K) PLAN - Plan #001	5 / 6	$758,843 / $1,070,133
2022	Plan NameTHE PROPERTY AND CASUALTY INITIATIVE, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$3,988,313 / $758,843	2022	THE PROPERTY AND CASUALTY INITIATIVE, LLC 401(K) PLAN - Plan #001	4 / 5	$3,988,313 / $758,843
2021	Plan NameTHE PROPERTY AND CASUALTY INITIATIVE, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$3,459,956 / $3,988,313	2021	THE PROPERTY AND CASUALTY INITIATIVE, LLC 401(K) PLAN - Plan #001	4 / 4	$3,459,956 / $3,988,313
2020	Plan NameTHE PROPERTY AND CASUALTY INITIATIVE, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$2,818,383 / $3,459,956	2020	THE PROPERTY AND CASUALTY INITIATIVE, LLC 401(K) PLAN - Plan #001	4 / 4	$2,818,383 / $3,459,956
2019	Plan NameTHE PROPERTY AND CASUALTY INITIATIVE, LLC 401(K) PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$2,194,502 / $2,818,383	2019	THE PROPERTY AND CASUALTY INITIATIVE, LLC 401(K) PLAN - Plan #001	4 / 4	$2,194,502 / $2,818,383