Csaa Insurance Group Cash Balance Retirement Plan — Form 5500 plan (Csaa Insurance Services, Inc.)
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, Csaa Insurance Group Cash Balance Retirement Plan is a benefit plan reported by Csaa Insurance Services, Inc. under EIN 46-4417209 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,502 participants and $785,137,891 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Csaa Insurance Services, Inc.
- EIN
- 46-4417209
- Plan number
- 001
- Plan type
- 2
- Location
- Walnut Creek, CA
- Latest filing year
- 2023
- Participants
- 8,502
- End-of-year plan assets
- $785,137,891
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,502 | H, C | 20241010185352NAL0021636961001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $785,137,891
- Total liabilities (EOY)
- $57,309,095
- Net assets (EOY)
- $727,828,796
- Net assets (BOY)
- $703,000,172
Income & contributions
- Total contributions
- $0
- Total income / additions
- $86,148,797
Expenses & distributions
- Benefits paid
- $46,389,914
- Administrative expenses
- $14,930,259
- Total expenses
- $61,320,173
- Net increase / (decrease)
- $24,828,624
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Investment Mgmt Inc | INVESTMENT MANAGEMENT | $975,196 | not reported in the loaded dataset | 2023 |
| Pacific Investment Management Co | INVESTMENT MANAGEMENT | $606,318 | $0 | 2023 |
| Northern Trust | TRUSTEE | $368,635 | $0 | 2023 |
| Prudential Retirement | RECORDKEEPER/BOOKKEEPER | $284,644 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $271,736 | $0 | 2023 |
| Nisa Investment Advisors LLC | INVESTMENT MANAGEMENT | $200,000 | not reported in the loaded dataset | 2023 |
| Callan LLC | CONSULTANT | $191,476 | not reported in the loaded dataset | 2023 |
| Pillsbury Winthrop Llp | CONSULTANT | $139,213 | not reported in the loaded dataset | 2023 |
| Delaware Charter Guarantee | TRUSTEE | $16,141 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Csaa Insurance Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Walnut Creek, CA
- Morgan Stanley Investment Mgmt Inc — Schedule C compensation
- Pacific Investment Management Co — Schedule C compensation
- Northern Trust — Schedule C compensation
- Prudential Retirement — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Nisa Investment Advisors LLC — Schedule C compensation
- Callan LLC — Schedule C compensation
- Pillsbury Winthrop Llp — Schedule C compensation
- Delaware Charter Guarantee — Schedule C compensation