California Casualty Management Co. Pension Plan — 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 Co. Pension Plan is a benefit plan reported by California Casualty Management Company under EIN 94-0575650 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,290 participants and $178,344,478 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- California Casualty Management Company
- EIN
- 94-0575650
- Plan number
- 001
- Plan type
- 2
- Location
- San Mateo, CA
- Latest filing year
- 2023
- Participants
- 1,290
- End-of-year plan assets
- $178,344,478
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,290 | H, C | 20241010172159NAL0020609969001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $178,344,478
- Total liabilities (EOY)
- $140,002
- Net assets (EOY)
- $178,204,476
- Net assets (BOY)
- $177,262,190
Income & contributions
- Employer contributions
- $3,000,000
- Total contributions
- $3,000,000
- Total income / additions
- $14,538,365
Expenses & distributions
- Benefits paid
- $12,267,426
- Administrative expenses
- $1,328,653
- Total expenses
- $13,596,079
- Net increase / (decrease)
- $942,286
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sei Investment Managament Corp. | NONE | $728,662 | not reported in the loaded dataset | 2023 |
| Smarter Actuarial Consulting, LLC | NONE | $162,631 | not reported in the loaded dataset | 2023 |
| Sei Private Trust Company | NONE | $34,752 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas P.C. | NONE | $24,058 | not reported in the loaded dataset | 2023 |
| Pension Benefit Information, LLC | NONE | $19,170 | not reported in the loaded dataset | 2023 |
| Orrick, Herrington & Sutcliffe Llp | NONE | $14,764 | not reported in the loaded dataset | 2023 |
| Hrmecca Inc | NONE | $6,451 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for California Casualty Management Company
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Mateo, CA
- Sei Investment Managament Corp. — Schedule C compensation
- Smarter Actuarial Consulting, LLC — Schedule C compensation
- Sei Private Trust Company — Schedule C compensation
- Cbiz Cpas P.C. — Schedule C compensation
- Pension Benefit Information, LLC — Schedule C compensation
- Orrick, Herrington & Sutcliffe Llp — Schedule C compensation
- Hrmecca Inc — Schedule C compensation