Surplus Line Association Savings Plan — Form 5500 plan (Surplus Line Association Of California)
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, Surplus Line Association Savings Plan is a benefit plan reported by Surplus Line Association Of California under EIN 94-0912095 and plan number 002. The latest loaded filing year is 2023. The filing reports 192 participants and $19,168,472 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Surplus Line Association Of California
- EIN
- 94-0912095
- Plan number
- 002
- Plan type
- 2
- Location
- San Ramon, CA
- Latest filing year
- 2023
- Participants
- 192
- End-of-year plan assets
- $19,168,472
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 192 | H, C | 20250915115426NAL0001071489001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,168,472
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,168,472
- Net assets (BOY)
- $16,852,649
Income & contributions
- Employer contributions
- $830,831
- Participant contributions
- $1,329,215
- Total contributions
- $2,395,024
- Total income / additions
- $6,258,565
Expenses & distributions
- Benefits paid
- $3,915,741
- Administrative expenses
- $9,488
- Total expenses
- $3,942,742
- Net increase / (decrease)
- $2,315,823
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hood & Strong Llp | AUDITOR | $7,500 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $1,988 | $0 | 2023 |