2023 Form 5500 filing — California Casualty Savings Investment Plan For Hourly Employees
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 20241009174719NAL0018859905001) for California Casualty Savings Investment Plan For Hourly Employees, reported by California Casualty Management Company under EIN 94-0575650 and plan number 003. It reports 391 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$21.8MReported net assets$21,816,847
Participants391
Provider compensation$63.6K3 Schedule C row(s)$63,606
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009174719NAL0018859905001
- Plan sponsor
- California Casualty Management Company
- EIN
- 94-0575650
- Plan number
- 003
- Location
- San Mateo, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$21.8M total assets
Net assets$21.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $21,816,847
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,816,847
- Employer contributions
- $268,490
- Participant contributions
- $726,117
- Total income / additions
- $4,893,871
- Benefits paid
- $3,895,149
- Administrative expenses
- $65,335
- Total expenses
- $3,960,484
- Net increase / (decrease)
- $933,387
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Orrick,Herring & Sutcliffe | ATTORNEY/LEGAL | $37,142 | not reported in the loaded dataset |
| Cbiz Cpas P.C. | ACCOUNTANT/AUDITOR | $17,269 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $9,195 | not reported in the loaded dataset |