Surplus Line Association Of California — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Surplus Line Association Of California (EIN 94-0912095) is a plan sponsor located in San Ramon, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
94-0912095
Location
San Ramon, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$19,168,472
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$19,168,472

Contributions & income

Employer contributions
$830,831
Participant contributions
$1,329,215
Total income / additions
$6,258,565

Expenses & distributions

Benefits paid / distributions
$3,915,741
Total expenses
$3,942,742
Net increase / (decrease)
$2,315,823

Coverage

Total reported participants
328
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Surplus Line Association Of California plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Surplus Line Association Savings Plan002192$19,168,4722023
Surplus Line Association Of California Employee Health And Welfare Benefits Plan501136not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Surplus Line Association Of California
YearPlanParticipantsSchedulesFiling
2023Surplus Line Association Of California Employee Health And Welfare Benefits Plan13620241009171932NAL0010878131001
2023Surplus Line Association Savings Plan192H, C20250915115426NAL0001071489001

Related Form 5500 pages