California Casualty Management Company Master Trust — Form 5500 plan (California Casualty Management Company)

Plain-English plan 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, California Casualty Management Company Master Trust is a benefit plan reported by California Casualty Management Company under EIN 04-6766679 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $136,513,796 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
California Casualty Management Company
EIN
04-6766679
Plan number
001
Plan type
4
Location
San Mateo, CA
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$136,513,796

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241008173634NAL0029383472001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$136,513,796
Total liabilities (EOY)
$0
Net assets (EOY)
$136,513,796
Net assets (BOY)
$135,177,863

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$24,742,565

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$24,742,565

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$0$02023

Related Form 5500 pages