2023 Form 5500 filing — California Casualty Management Company Savings Investment Plan For Salaried Employees
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 20241009174757NAL0033584416001) for California Casualty Management Company Savings Investment Plan For Salaried Employees, reported by California Casualty Management Company under EIN 94-0575650 and plan number 002. It reports 972 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009174757NAL0033584416001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- California Casualty Management Company
- EIN
- 94-0575650
- Plan number
- 002
- Location
- San Mateo, CA
- Participants
- 972
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $115,603,436
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $115,603,436
- Employer contributions
- $676,505
- Participant contributions
- $2,438,646
- Total income / additions
- $24,072,067
- Benefits paid
- $25,223,885
- Administrative expenses
- $59,974
- Total expenses
- $25,283,859
- Net increase / (decrease)
- -$1,211,792
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $36,847 | not reported in the loaded dataset |
| Cbiz Cpas P.C. | ACCOUNTANT/AUDITOR | $20,584 | not reported in the loaded dataset |