2023 Form 5500 filing — California Bankers Association Group Ins. Trust
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 20240930120200NAL0010114592001) for California Bankers Association Group Ins. Trust, reported by California Bankers Association under EIN 94-0356160 and plan number 501. It reports 91 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930120200NAL0010114592001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- California Bankers Association
- EIN
- 94-0356160
- Plan number
- 501
- Location
- Sacramento, CA
- Participants
- 91
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,300,587
- Total liabilities (EOY)
- $218,702
- Net assets (EOY)
- $4,081,885
- Employer contributions
- $29,982
- Total income / additions
- $570,470
- Benefits paid
- $130,729
- Total expenses
- $348,527
- Net increase / (decrease)
- $221,943
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cbis Banker Benefits | CONTRACT ADMINISTRATOR | $78,097 | not reported in the loaded dataset |
| Comyns,Smith,Mccleary & Deaver, Llp | ACCOUNTANT | $29,365 | not reported in the loaded dataset |
| Duane Morris | ATTORNEY | $24,049 | not reported in the loaded dataset |
| Us Bank | TRUSTEE | $17,913 | not reported in the loaded dataset |
| Nfp Property & Casualty Services | FIDUCIARY LIABILITY INSUR | $8,100 | not reported in the loaded dataset |
| Husch Blackwell | ATTORNEY | $6,940 | not reported in the loaded dataset |