2023 Form 5500 filing — Csaa Insurance Group Cash Balance Retirement 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 20241010185352NAL0021636961001) for Csaa Insurance Group Cash Balance Retirement Plan, reported by Csaa Insurance Services, Inc. under EIN 46-4417209 and plan number 001. It reports 8,502 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010185352NAL0021636961001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Csaa Insurance Services, Inc.
- EIN
- 46-4417209
- Plan number
- 001
- Location
- Walnut Creek, CA
- Participants
- 8,502
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $785,137,891
- Total liabilities (EOY)
- $57,309,095
- Net assets (EOY)
- $727,828,796
- Total income / additions
- $86,148,797
- Benefits paid
- $46,389,914
- Administrative expenses
- $14,930,259
- Total expenses
- $61,320,173
- Net increase / (decrease)
- $24,828,624
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Investment Mgmt Inc | INVESTMENT MANAGEMENT | $975,196 | not reported in the loaded dataset |
| Pacific Investment Management Co | INVESTMENT MANAGEMENT | $606,318 | $0 |
| Northern Trust | TRUSTEE | $368,635 | $0 |
| Prudential Retirement | RECORDKEEPER/BOOKKEEPER | $284,644 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $271,736 | $0 |
| Nisa Investment Advisors LLC | INVESTMENT MANAGEMENT | $200,000 | not reported in the loaded dataset |
| Callan LLC | CONSULTANT | $191,476 | not reported in the loaded dataset |
| Pillsbury Winthrop Llp | CONSULTANT | $139,213 | not reported in the loaded dataset |
| Delaware Charter Guarantee | TRUSTEE | $16,141 | not reported in the loaded dataset |