Plan5500

Camico Savings And Investment Plan — Form 5500 plan (Camico Mutual Insurance Company)

Plain-English plan 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, Camico Savings And Investment Plan is a benefit plan reported by Camico Mutual Insurance Company under EIN 77-0105482 and plan number 001. The latest loaded filing year is 2023. The filing reports 117 participants and $24,717,731 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Camico Mutual Insurance Company
EIN
77-0105482
Plan number
001
Plan type
2
Location
San Mateo, CA
Latest filing year
2023
Participants
117
End-of-year plan assets
$24,717,731

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023117H, C20241003143709NAL0009961425001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,717,731
Total liabilities (EOY)
$0
Net assets (EOY)
$24,717,731
Net assets (BOY)
$21,445,702

Income & contributions

Employer contributions
$281,041
Participant contributions
$1,019,660
Total contributions
$1,312,962
Total income / additions
$4,418,517

Expenses & distributions

Benefits paid
$1,103,457
Administrative expenses
$43,031
Total expenses
$1,146,488
Net increase / (decrease)
$3,272,029

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nwk Group IncINVESTMENT ADVISOR$37,496not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$18,978not reported in the loaded dataset2023
Cbiz Cpas P.C.AUDITOR$6,600not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$0$02023

Related Form 5500 pages