2023 Form 5500 filing — Csaa Insurance Group 401(K) 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 20241029173321NAL0010450802001) for Csaa Insurance Group 401(K) Plan, reported by Csaa Insurance Services, Inc. under EIN 46-4417209 and plan number 002. It reports 5,007 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241029173321NAL0010450802001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Csaa Insurance Services, Inc.
- EIN
- 46-4417209
- Plan number
- 002
- Location
- Walnut Creek, CA
- Participants
- 5,007
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $754,926,647
- Total liabilities (EOY)
- $4,960
- Net assets (EOY)
- $754,921,687
- Employer contributions
- $26,576,340
- Participant contributions
- $31,912,413
- Total income / additions
- $176,411,081
- Benefits paid
- $67,750,330
- Administrative expenses
- $238,911
- Total expenses
- $68,022,967
- Net increase / (decrease)
- $108,388,114
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $231,425 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |