---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-24-009465"
form_type: "8-K"
ticker: "UFCS"
cik: "0000101199"
company_name: "UNITED FIRE GROUP INC"
filed_at: "2024-02-01T23:59:59+00:00"
generated_at: "2026-06-06T10:30:12.050105+00:00"
event_type: "leadership"
sentiment: "neutral"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# UFCS Chief Investment & Strategy Officer to depart; investment management outsourced to NEAM

## Summary
- Robert Cataldo to depart as VP and Chief Investment & Strategy Officer by May 24, 2024; separation terms under negotiation.
- Entered into investment management agreement with New England Asset Management, effective Feb 1, 2024, for portfolio management.
- NEAM will manage a portion of UFCS assets; fees based on AUM plus expense reimbursement.
- Agreement terminable on 30 days' notice; includes customary representations and warranties.

## SEC filing metadata
- accession: 0001104659-24-009465
- form_type: 8-K
- ticker: UFCS
- cik: 0000101199
- company_name: UNITED FIRE GROUP INC
- filed_at: 2024-02-01T23:59:59+00:00
- event_type: leadership
- sentiment: neutral
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 1.01, 5.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/101199/000110465924009465/0001104659-24-009465-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/101199/000110465924009465/tm244699d1_8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-24-009465
- JSON: https://secwatch.observer/filing/0001104659-24-009465.json
- Plain text: https://secwatch.observer/filing/0001104659-24-009465.txt

## Key facts
- Executive change
  Robert Cataldo departed as Vice President and Chief Investment and Strategy Officer at UNITED FIRE GROUP INC.
  - Action: separated
  - Role: Vice President and Chief Investment and Strategy Officer
  source text: On January 31, 2024, the Company and Robert Cataldo mutually agreed to the separation of Mr. Cataldo’s employment as Vice President and Chief Investment and Strategy Officer of the Company, effective no later than May 24, 2024.
  evidence_url: https://www.sec.gov/Archives/edgar/data/101199/000110465924009465/0001104659-24-009465-index.htm
- Material Agreements
  UNITED FIRE GROUP INC entered into Investment Management Agreement with New England Asset Management ("NEAM") (effective 2024-01-31).
  - Action: entry
  - Counterparty: New England Asset Management ("NEAM")
  - Effective: 2024-01-31
  source text: On January 31, 2024, United Fire Group, Inc. (the “Company”) entered into an investment management agreement (the “Investment Management Agreement”) with New England Asset Management (“NEAM”), effective as of February 1, 2024
  evidence_url: https://www.sec.gov/Archives/edgar/data/101199/000110465924009465/0001104659-24-009465-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.