2023 Form 5500 filing — Group Insurance Trust Of The California Society Of Certified Public Accountants
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240529122318NAL0012005905001) for Group Insurance Trust Of The California Society Of Certified Public Accountants, reported by California Society Of Certified Public Accountants under EIN 94-1056137 and plan number 501. It reports 5,721 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240529122318NAL0012005905001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- California Society Of Certified Public Accountants
- EIN
- 94-1056137
- Plan number
- 501
- Location
- Sacramento, CA
- Participants
- 5,721
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,602,265
- Total liabilities (EOY)
- $9,464,637
- Net assets (EOY)
- $24,137,628
- Employer contributions
- $54,079,130
- Total income / additions
- $56,380,681
- Benefits paid
- $46,340,060
- Administrative expenses
- $9,625,116
- Total expenses
- $55,965,176
- Net increase / (decrease)
- $415,505
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Blue Cross | NONE | $1,933,932 | not reported in the loaded dataset |
| Word & Brown | NONE | $989,860 | not reported in the loaded dataset |
| Clarity Benefit Solutions, Inc. | NONE | $813,271 | not reported in the loaded dataset |
| Express Scripts, Inc. | NONE | $237,565 | not reported in the loaded dataset |
| Rogers Benefit Group, Inc. | NONE | $223,064 | not reported in the loaded dataset |
| Sequoia Benefits And Insurance Serv | NONE | $201,063 | not reported in the loaded dataset |
| Deloitte Consulting Llp | NONE | $177,265 | not reported in the loaded dataset |
| Marsh Usa | NONE | $142,091 | not reported in the loaded dataset |
| Hub International Insurance Service | NONE | $122,624 | not reported in the loaded dataset |
| Kevin A. Roberts | NONE | $121,400 | not reported in the loaded dataset |
| Delta Dental | NONE | $116,796 | not reported in the loaded dataset |
| Christine Simmons | NONE | $95,300 | not reported in the loaded dataset |
| Onedigital Topco LLC | NONE | $86,843 | not reported in the loaded dataset |
| Armanino Llp | NONE | $85,364 | not reported in the loaded dataset |
| Michael B. Kelly Insurance Services | NONE | $75,676 | not reported in the loaded dataset |
| Haas Printing | NONE | $72,927 | not reported in the loaded dataset |
| Alliant Insurance Services, Inc. | NONE | $67,017 | not reported in the loaded dataset |
| Craig Tompkins | NONE | $62,252 | not reported in the loaded dataset |
| Symphony Risk Solutions Insurance S | NONE | $61,021 | not reported in the loaded dataset |
| California Society Of Certified Pub | NONE | $60,470 | not reported in the loaded dataset |
| Maniaci Insurance Services, Inc. | NONE | $51,707 | not reported in the loaded dataset |
| Vision Service Plan | NONE | $48,203 | not reported in the loaded dataset |
| Leavitt Central Coast Insurance Ser | NONE | $47,655 | not reported in the loaded dataset |
| Interwest Insurance Services, LLC | NONE | $46,030 | not reported in the loaded dataset |
| Jaffe-Schlossberg, Inc. | NONE | $44,296 | not reported in the loaded dataset |
| Strategic Asset Alliance | NONE | $41,000 | not reported in the loaded dataset |
| Mcleran Marketing, LLC | NONE | $38,906 | not reported in the loaded dataset |
| Amwins Connect Insurance Services, | NONE | $35,913 | not reported in the loaded dataset |
| Hover Insurance Services, Inc. | NONE | $35,757 | not reported in the loaded dataset |
| James G. Parker Insurance Associate | NONE | $35,722 | not reported in the loaded dataset |
| Ebix, Inc. | NONE | $34,550 | not reported in the loaded dataset |
| Partners Insurance Services, Ins. | NONE | $33,551 | not reported in the loaded dataset |
| Sun Life Capital Management (U.S.) | NONE | $33,158 | not reported in the loaded dataset |
| Lasky Trade Printing | NONE | $27,635 | not reported in the loaded dataset |
| Allied Wealth Management LLC | NONE | $26,323 | not reported in the loaded dataset |
| Visory, Inc. | NONE | $24,270 | not reported in the loaded dataset |
| Pigott Financial Corporation | NONE | $21,812 | not reported in the loaded dataset |
| A.M. Best | NONE | $21,300 | not reported in the loaded dataset |
| Vita Insurance Associates, Inc. | NONE | $20,892 | not reported in the loaded dataset |
| Unitedag (Casehp-Ca Small Employer | NONE | $18,088 | not reported in the loaded dataset |
| Karen Preisser | NONE | $17,999 | not reported in the loaded dataset |
| J.D. Ostdiek Insurance Services, In | NONE | $17,477 | not reported in the loaded dataset |
| Gallagher Benefit Services, Inc. | NONE | $17,332 | not reported in the loaded dataset |
| Acrisure Of California LLC | NONE | $17,238 | not reported in the loaded dataset |
| Venbrook Insurance Services | NONE | $17,162 | not reported in the loaded dataset |
| Jwcib, Inc. | NONE | $16,610 | not reported in the loaded dataset |
| Relation Insurance Services, Inc. | NONE | $16,044 | not reported in the loaded dataset |
| Sequoia Employee Benefits & Insuran | NONE | $14,493 | not reported in the loaded dataset |
| Patriot Growth Insurance Services, | NONE | $14,213 | not reported in the loaded dataset |
| Cba Premier Insurance Solutions, In | NONE | $14,102 | not reported in the loaded dataset |
| First Republic/Jp Morgan Chase Bank | NONE | $12,806 | not reported in the loaded dataset |
| Matt Davis Insurance Agency, Inc. | NONE | $12,159 | not reported in the loaded dataset |
| Assuredpartners Capital, Inc. | NONE | $11,981 | not reported in the loaded dataset |
| Trucker Huss | NONE | $10,500 | not reported in the loaded dataset |
| Eaton Vance Management | NONE | $9,763 | not reported in the loaded dataset |
| Olson Duncan Insurance Service, Inc | NONE | $9,593 | not reported in the loaded dataset |
| Shaw And Partners LLC | NONE | $9,085 | not reported in the loaded dataset |
| Centerstone Insurance & Financial S | NONE | $8,876 | not reported in the loaded dataset |
| Brooks Jucha And Associates Insuran | NONE | $8,759 | not reported in the loaded dataset |
| Health Broker Publishing, LLC | NONE | $8,750 | not reported in the loaded dataset |
| Anderson Robinson Starkey, Inc. | NONE | $8,744 | not reported in the loaded dataset |
| Hall, Mahar & Associates Insurance | NONE | $8,528 | not reported in the loaded dataset |
| Nfp Ca Insurance Services, Inc. | NONE | $8,396 | not reported in the loaded dataset |
| Mufg Union Bank, N.A. | NONE | $6,708 | not reported in the loaded dataset |
| Healthequity, Inc. | NONE | $6,527 | not reported in the loaded dataset |
| Sheppard Mullin Richter & Hampton L | NONE | $6,497 | not reported in the loaded dataset |
| Jennifer D. Williams Dba Wealth Con | NONE | $6,461 | not reported in the loaded dataset |
| Js Downey Insurance Service | NONE | $6,447 | not reported in the loaded dataset |
| U.S. Bank Na | NONE | $6,083 | not reported in the loaded dataset |
| Dohrmann, An Alera Group Insurance | NONE | $6,006 | not reported in the loaded dataset |
| Weaver Mcgrath Llp | NONE | $6,000 | not reported in the loaded dataset |
| Jolie Tuchscher | NONE | $5,721 | not reported in the loaded dataset |
| John T. Menold | NONE | $5,719 | not reported in the loaded dataset |
| Brian Drummond | NONE | $5,703 | not reported in the loaded dataset |
| Heath Withrow | NONE | $5,677 | not reported in the loaded dataset |
| Abd Insurance And Financial Service | NONE | $5,661 | not reported in the loaded dataset |
| Robert M. Galligan & Associates, In | NONE | $5,582 | not reported in the loaded dataset |
| Rogers Ventures, Inc. | NONE | $5,467 | not reported in the loaded dataset |
| Dc & Associates Insurance Services, | NONE | $5,429 | not reported in the loaded dataset |
| Triad Financial Insurance Marketing | NONE | $5,396 | not reported in the loaded dataset |