California Casualty Savings Investment Plan For Hourly 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 Savings Investment Plan For Hourly Employees is a benefit plan reported by California Casualty Management Company under EIN 94-0575650 and plan number 003. The latest loaded filing year is 2023. The filing reports 391 participants and $21,816,847 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$21.8MPlan net assets, end of year$21,816,847
Participants391Covered participants reported
Assets / participant$55.8KComputed: assets ÷ participants$55,798 (computed)
Provider compensation$63.6K3 Schedule C provider row(s)$63,606
- Plan sponsor
- California Casualty Management Company
- EIN
- 94-0575650
- Plan number
- 003
- Plan type
- 2
- Location
- San Mateo, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 391 | H, C | 20241009174719NAL0018859905001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$21.8M total assets
Net assets$21.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $21,816,847
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,816,847
- Net assets (BOY)
- $20,868,104
Income & contributions
- Employer contributions
- $268,490
- Participant contributions
- $726,117
- Total contributions
- $1,007,864
- Total income / additions
- $4,893,871
Expenses & distributions
- Benefits paid
- $3,895,149
- Administrative expenses
- $65,335
- Total expenses
- $3,960,484
- Net increase / (decrease)
- $933,387
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
27%73%
Employer 27%Participant 73%
Total expenses ÷ net assets18%Computed ratio
Benefits paid ÷ total income80%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Orrick,Herring & Sutcliffe | ATTORNEY/LEGAL | $37,142 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas P.C. | ACCOUNTANT/AUDITOR | $17,269 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $9,195 | not reported in the loaded dataset | 2023 |