California Bankers Association — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Bankers Association (EIN 94-0356160) is a plan sponsor located in Sacramento, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
94-0356160
Location
Sacramento, CA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$11,800,681
Total reported liabilities (EOY)
$218,702
Total reported net assets (EOY)
$11,581,979

Contributions & income

Employer contributions
$117,901
Participant contributions
$149,101
Total income / additions
$1,936,572

Expenses & distributions

Benefits paid / distributions
$131,650
Total expenses
$372,278
Net increase / (decrease)
$1,564,294

Coverage

Total reported participants
121
Plans with financial statements
2
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

California Bankers Association plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
California Bankers Association00330$7,500,0942023
California Bankers Association Group Ins. Trust50191$4,300,5872023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for California Bankers Association
YearPlanParticipantsSchedulesFiling
2023California Bankers Association30I20240917210448NAL0007410546001
2023California Bankers Association Group Ins. Trust91I, C20240930120200NAL0010114592001

Related Form 5500 pages