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 401(K) Plan is a benefit plan reported by Csaa Insurance Services, Inc. under EIN 46-4417209 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,007 participants and $754,926,647 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $754,926,647
- Total liabilities (EOY)
- $4,960
- Net assets (EOY)
- $754,921,687
- Net assets (BOY)
- $646,533,573
Income & contributions
- Employer contributions
- $26,576,340
- Participant contributions
- $31,912,413
- Total contributions
- $67,763,386
- Total income / additions
- $176,411,081
Expenses & distributions
- Benefits paid
- $67,750,330
- Administrative expenses
- $238,911
- Total expenses
- $68,022,967
- Net increase / (decrease)
- $108,388,114