California Casualty Management Company Savings Investment Plan For Salaried Employees — Form 5500 plan (California Casualty Management 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, California Casualty Management Company Savings Investment Plan For Salaried Employees is a benefit plan reported by California Casualty Management Company under EIN 94-0575650 and plan number 002. The latest loaded filing year is 2023. The filing reports 972 participants and $115,603,436 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- California Casualty Management Company
- EIN
- 94-0575650
- Plan number
- 002
- Plan type
- 2
- Location
- San Mateo, CA
- Latest filing year
- 2023
- Participants
- 972
- End-of-year plan assets
- $115,603,436
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 972 | H, C | 20241009174757NAL0033584416001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $115,603,436
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $115,603,436
- Net assets (BOY)
- $116,830,584
Income & contributions
- Employer contributions
- $676,505
- Participant contributions
- $2,438,646
- Total contributions
- $3,156,916
- Total income / additions
- $24,072,067
Expenses & distributions
- Benefits paid
- $25,223,885
- Administrative expenses
- $59,974
- Total expenses
- $25,283,859
- Net increase / (decrease)
- -$1,211,792
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $36,847 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas P.C. | ACCOUNTANT/AUDITOR | $20,584 | not reported in the loaded dataset | 2023 |