2023 Form 5500 filing — California Casualty Management Company Master 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 20241008173634NAL0029383472001) for California Casualty Management Company Master Trust, reported by California Casualty Management Company under EIN 04-6766679 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008173634NAL0029383472001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- California Casualty Management Company
- EIN
- 04-6766679
- Plan number
- 001
- Location
- San Mateo, CA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $136,513,796
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $136,513,796
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $24,742,565
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $24,742,565
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $0 | $0 |