Csaa Insurance Group Retiree Health Reimbursement Arrangement — 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 Retiree Health Reimbursement Arrangement is a benefit plan reported by Csaa Insurance Services, Inc. under EIN 46-4417209 and plan number 508. The latest loaded filing year is 2023. The filing reports 1,448 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$0Plan net assets, end of year
Participants1.4KCovered participants reported1,448
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensationNone reported
Plan sponsor
Csaa Insurance Services, Inc.
EIN
46-4417209
Plan number
508
Plan type
2
Location
Walnut Creek, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,448H20241009200841NAL0009515555001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Money in vs. money out
Total income / additions$2.1M
Total expenses$2.1M
Benefits paid / distributions$2.1M
Contributions
Employer$2.1M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$0

Income & contributions

Employer contributions
$2,072,595
Total contributions
$2,098,695
Total income / additions
$2,098,695

Expenses & distributions

Benefits paid
$2,098,695
Total expenses
$2,098,695
Net increase / (decrease)
$0
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Benefits paid ÷ total income100%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages