2023 Form 5500 filing — California Casualty Management Co. Pension Plan
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 20241010172159NAL0020609969001) for California Casualty Management Co. Pension Plan, reported by California Casualty Management Company under EIN 94-0575650 and plan number 001. It reports 1,290 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010172159NAL0020609969001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- California Casualty Management Company
- EIN
- 94-0575650
- Plan number
- 001
- Location
- San Mateo, CA
- Participants
- 1,290
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $178,344,478
- Total liabilities (EOY)
- $140,002
- Net assets (EOY)
- $178,204,476
- Employer contributions
- $3,000,000
- Total income / additions
- $14,538,365
- Benefits paid
- $12,267,426
- Administrative expenses
- $1,328,653
- Total expenses
- $13,596,079
- Net increase / (decrease)
- $942,286
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sei Investment Managament Corp. | NONE | $728,662 | not reported in the loaded dataset |
| Smarter Actuarial Consulting, LLC | NONE | $162,631 | not reported in the loaded dataset |
| Sei Private Trust Company | NONE | $34,752 | not reported in the loaded dataset |
| Cbiz Cpas P.C. | NONE | $24,058 | not reported in the loaded dataset |
| Pension Benefit Information, LLC | NONE | $19,170 | not reported in the loaded dataset |
| Orrick, Herrington & Sutcliffe Llp | NONE | $14,764 | not reported in the loaded dataset |
| Hrmecca Inc | NONE | $6,451 | not reported in the loaded dataset |