2023 Form 5500 filing — California Insurance Guarantee Association 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 20240723093354NAL0007142771001) for California Insurance Guarantee Association 401(K) Plan, reported by California Insurance Guarantee Association under EIN 95-2786361 and plan number 001. It reports 189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240723093354NAL0007142771001
Filing year
2023
Form type
2
Plan sponsor
California Insurance Guarantee Association
EIN
95-2786361
Plan number
001
Location
Glendale, CA
Participants
189
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$36,435,056
Total liabilities (EOY)
$0
Net assets (EOY)
$36,435,056
Employer contributions
$1,199,230
Participant contributions
$1,446,144
Total income / additions
$8,043,584
Benefits paid
$4,670,783
Administrative expenses
$62,270
Total expenses
$4,733,053
Net increase / (decrease)
$3,310,531
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Rbc Capital Markets LLCINVESTMENT ADVISOR$50,570not reported in the loaded dataset
Holthouse Carlin & Van Trigt LlpAUDITOR$11,700not reported in the loaded dataset
Empower Annuity Insurance CompanyRECORDKEEPER$0$0

Related Form 5500 pages