Plan5500

California Bankers Association Group Ins. Trust — Form 5500 plan (California Bankers Association)

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 Bankers Association Group Ins. Trust is a benefit plan reported by California Bankers Association under EIN 94-0356160 and plan number 501. The latest loaded filing year is 2023. The filing reports 91 participants and $4,300,587 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
California Bankers Association
EIN
94-0356160
Plan number
501
Plan type
3
Location
Sacramento, CA
Latest filing year
2023
Participants
91
End-of-year plan assets
$4,300,587

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202391I, C20240930120200NAL0010114592001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$4,300,587
Total liabilities (EOY)
$218,702
Net assets (EOY)
$4,081,885
Net assets (BOY)
$3,859,942

Income & contributions

Employer contributions
$29,982
Total income / additions
$570,470

Expenses & distributions

Benefits paid
$130,729
Total expenses
$348,527
Net increase / (decrease)
$221,943

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cbis Banker BenefitsCONTRACT ADMINISTRATOR$78,097not reported in the loaded dataset2023
Comyns,Smith,Mccleary & Deaver, LlpACCOUNTANT$29,365not reported in the loaded dataset2023
Duane MorrisATTORNEY$24,049not reported in the loaded dataset2023
Us BankTRUSTEE$17,913not reported in the loaded dataset2023
Nfp Property & Casualty ServicesFIDUCIARY LIABILITY INSUR$8,100not reported in the loaded dataset2023
Husch BlackwellATTORNEY$6,940not reported in the loaded dataset2023

Related Form 5500 pages