2023 Form 5500 filing — Camico Savings And Investment 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 20241003143709NAL0009961425001) for Camico Savings And Investment Plan, reported by Camico Mutual Insurance Company under EIN 77-0105482 and plan number 001. It reports 117 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003143709NAL0009961425001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Camico Mutual Insurance Company
- EIN
- 77-0105482
- Plan number
- 001
- Location
- San Mateo, CA
- Participants
- 117
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,717,731
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,717,731
- Employer contributions
- $281,041
- Participant contributions
- $1,019,660
- Total income / additions
- $4,418,517
- Benefits paid
- $1,103,457
- Administrative expenses
- $43,031
- Total expenses
- $1,146,488
- Net increase / (decrease)
- $3,272,029
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nwk Group Inc | INVESTMENT ADVISOR | $37,496 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $18,978 | not reported in the loaded dataset |
| Cbiz Cpas P.C. | AUDITOR | $6,600 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |