Group Insurance Trust Of The California Society Of Certified Public Accountants — Form 5500 plan (California Society Of Certified Public Accountants)
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, Group Insurance Trust Of The California Society Of Certified Public Accountants is a benefit plan reported by California Society Of Certified Public Accountants under EIN 94-1056137 and plan number 501. The latest loaded filing year is 2023. The filing reports 5,721 participants and $33,602,265 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- California Society Of Certified Public Accountants
- EIN
- 94-1056137
- Plan number
- 501
- Plan type
- 3
- Location
- Sacramento, CA
- Latest filing year
- 2023
- Participants
- 5,721
- End-of-year plan assets
- $33,602,265
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,721 | H, C | 20240529122318NAL0012005905001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,602,265
- Total liabilities (EOY)
- $9,464,637
- Net assets (EOY)
- $24,137,628
- Net assets (BOY)
- $23,722,123
Income & contributions
- Employer contributions
- $54,079,130
- Total contributions
- $54,079,130
- Total income / additions
- $56,380,681
Expenses & distributions
- Benefits paid
- $46,340,060
- Administrative expenses
- $9,625,116
- Total expenses
- $55,965,176
- Net increase / (decrease)
- $415,505
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Blue Cross | NONE | $1,933,932 | not reported in the loaded dataset | 2023 |
| Word & Brown | NONE | $989,860 | not reported in the loaded dataset | 2023 |
| Clarity Benefit Solutions, Inc. | NONE | $813,271 | not reported in the loaded dataset | 2023 |
| Express Scripts, Inc. | NONE | $237,565 | not reported in the loaded dataset | 2023 |
| Rogers Benefit Group, Inc. | NONE | $223,064 | not reported in the loaded dataset | 2023 |
| Sequoia Benefits And Insurance Serv | NONE | $201,063 | not reported in the loaded dataset | 2023 |
| Deloitte Consulting Llp | NONE | $177,265 | not reported in the loaded dataset | 2023 |
| Marsh Usa | NONE | $142,091 | not reported in the loaded dataset | 2023 |
| Hub International Insurance Service | NONE | $122,624 | not reported in the loaded dataset | 2023 |
| Kevin A. Roberts | NONE | $121,400 | not reported in the loaded dataset | 2023 |
| Delta Dental | NONE | $116,796 | not reported in the loaded dataset | 2023 |
| Christine Simmons | NONE | $95,300 | not reported in the loaded dataset | 2023 |
| Onedigital Topco LLC | NONE | $86,843 | not reported in the loaded dataset | 2023 |
| Armanino Llp | NONE | $85,364 | not reported in the loaded dataset | 2023 |
| Michael B. Kelly Insurance Services | NONE | $75,676 | not reported in the loaded dataset | 2023 |
| Haas Printing | NONE | $72,927 | not reported in the loaded dataset | 2023 |
| Alliant Insurance Services, Inc. | NONE | $67,017 | not reported in the loaded dataset | 2023 |
| Craig Tompkins | NONE | $62,252 | not reported in the loaded dataset | 2023 |
| Symphony Risk Solutions Insurance S | NONE | $61,021 | not reported in the loaded dataset | 2023 |
| California Society Of Certified Pub | NONE | $60,470 | not reported in the loaded dataset | 2023 |
| Maniaci Insurance Services, Inc. | NONE | $51,707 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | NONE | $48,203 | not reported in the loaded dataset | 2023 |
| Leavitt Central Coast Insurance Ser | NONE | $47,655 | not reported in the loaded dataset | 2023 |
| Interwest Insurance Services, LLC | NONE | $46,030 | not reported in the loaded dataset | 2023 |
| Jaffe-Schlossberg, Inc. | NONE | $44,296 | not reported in the loaded dataset | 2023 |
| Strategic Asset Alliance | NONE | $41,000 | not reported in the loaded dataset | 2023 |
| Mcleran Marketing, LLC | NONE | $38,906 | not reported in the loaded dataset | 2023 |
| Amwins Connect Insurance Services, | NONE | $35,913 | not reported in the loaded dataset | 2023 |
| Hover Insurance Services, Inc. | NONE | $35,757 | not reported in the loaded dataset | 2023 |
| James G. Parker Insurance Associate | NONE | $35,722 | not reported in the loaded dataset | 2023 |
| Ebix, Inc. | NONE | $34,550 | not reported in the loaded dataset | 2023 |
| Partners Insurance Services, Ins. | NONE | $33,551 | not reported in the loaded dataset | 2023 |
| Sun Life Capital Management (U.S.) | NONE | $33,158 | not reported in the loaded dataset | 2023 |
| Lasky Trade Printing | NONE | $27,635 | not reported in the loaded dataset | 2023 |
| Allied Wealth Management LLC | NONE | $26,323 | not reported in the loaded dataset | 2023 |
| Visory, Inc. | NONE | $24,270 | not reported in the loaded dataset | 2023 |
| Pigott Financial Corporation | NONE | $21,812 | not reported in the loaded dataset | 2023 |
| A.M. Best | NONE | $21,300 | not reported in the loaded dataset | 2023 |
| Vita Insurance Associates, Inc. | NONE | $20,892 | not reported in the loaded dataset | 2023 |
| Unitedag (Casehp-Ca Small Employer | NONE | $18,088 | not reported in the loaded dataset | 2023 |
| Karen Preisser | NONE | $17,999 | not reported in the loaded dataset | 2023 |
| J.D. Ostdiek Insurance Services, In | NONE | $17,477 | not reported in the loaded dataset | 2023 |
| Gallagher Benefit Services, Inc. | NONE | $17,332 | not reported in the loaded dataset | 2023 |
| Acrisure Of California LLC | NONE | $17,238 | not reported in the loaded dataset | 2023 |
| Venbrook Insurance Services | NONE | $17,162 | not reported in the loaded dataset | 2023 |
| Jwcib, Inc. | NONE | $16,610 | not reported in the loaded dataset | 2023 |
| Relation Insurance Services, Inc. | NONE | $16,044 | not reported in the loaded dataset | 2023 |
| Sequoia Employee Benefits & Insuran | NONE | $14,493 | not reported in the loaded dataset | 2023 |
| Patriot Growth Insurance Services, | NONE | $14,213 | not reported in the loaded dataset | 2023 |
| Cba Premier Insurance Solutions, In | NONE | $14,102 | not reported in the loaded dataset | 2023 |
| First Republic/Jp Morgan Chase Bank | NONE | $12,806 | not reported in the loaded dataset | 2023 |
| Matt Davis Insurance Agency, Inc. | NONE | $12,159 | not reported in the loaded dataset | 2023 |
| Assuredpartners Capital, Inc. | NONE | $11,981 | not reported in the loaded dataset | 2023 |
| Trucker Huss | NONE | $10,500 | not reported in the loaded dataset | 2023 |
| Eaton Vance Management | NONE | $9,763 | not reported in the loaded dataset | 2023 |
| Olson Duncan Insurance Service, Inc | NONE | $9,593 | not reported in the loaded dataset | 2023 |
| Shaw And Partners LLC | NONE | $9,085 | not reported in the loaded dataset | 2023 |
| Centerstone Insurance & Financial S | NONE | $8,876 | not reported in the loaded dataset | 2023 |
| Brooks Jucha And Associates Insuran | NONE | $8,759 | not reported in the loaded dataset | 2023 |
| Health Broker Publishing, LLC | NONE | $8,750 | not reported in the loaded dataset | 2023 |
| Anderson Robinson Starkey, Inc. | NONE | $8,744 | not reported in the loaded dataset | 2023 |
| Hall, Mahar & Associates Insurance | NONE | $8,528 | not reported in the loaded dataset | 2023 |
| Nfp Ca Insurance Services, Inc. | NONE | $8,396 | not reported in the loaded dataset | 2023 |
| Mufg Union Bank, N.A. | NONE | $6,708 | not reported in the loaded dataset | 2023 |
| Healthequity, Inc. | NONE | $6,527 | not reported in the loaded dataset | 2023 |
| Sheppard Mullin Richter & Hampton L | NONE | $6,497 | not reported in the loaded dataset | 2023 |
| Jennifer D. Williams Dba Wealth Con | NONE | $6,461 | not reported in the loaded dataset | 2023 |
| Js Downey Insurance Service | NONE | $6,447 | not reported in the loaded dataset | 2023 |
| U.S. Bank Na | NONE | $6,083 | not reported in the loaded dataset | 2023 |
| Dohrmann, An Alera Group Insurance | NONE | $6,006 | not reported in the loaded dataset | 2023 |
| Weaver Mcgrath Llp | NONE | $6,000 | not reported in the loaded dataset | 2023 |
| Jolie Tuchscher | NONE | $5,721 | not reported in the loaded dataset | 2023 |
| John T. Menold | NONE | $5,719 | not reported in the loaded dataset | 2023 |
| Brian Drummond | NONE | $5,703 | not reported in the loaded dataset | 2023 |
| Heath Withrow | NONE | $5,677 | not reported in the loaded dataset | 2023 |
| Abd Insurance And Financial Service | NONE | $5,661 | not reported in the loaded dataset | 2023 |
| Robert M. Galligan & Associates, In | NONE | $5,582 | not reported in the loaded dataset | 2023 |
| Rogers Ventures, Inc. | NONE | $5,467 | not reported in the loaded dataset | 2023 |
| Dc & Associates Insurance Services, | NONE | $5,429 | not reported in the loaded dataset | 2023 |
| Triad Financial Insurance Marketing | NONE | $5,396 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for California Society Of Certified Public Accountants
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Sacramento, CA
- Anthem Blue Cross — Schedule C compensation
- Word & Brown — Schedule C compensation
- Clarity Benefit Solutions, Inc. — Schedule C compensation
- Express Scripts, Inc. — Schedule C compensation
- Rogers Benefit Group, Inc. — Schedule C compensation
- Sequoia Benefits And Insurance Serv — Schedule C compensation
- Deloitte Consulting Llp — Schedule C compensation
- Marsh Usa — Schedule C compensation
- Hub International Insurance Service — Schedule C compensation
- Kevin A. Roberts — Schedule C compensation
- Delta Dental — Schedule C compensation
- Christine Simmons — Schedule C compensation
- Onedigital Topco LLC — Schedule C compensation
- Armanino Llp — Schedule C compensation
- Michael B. Kelly Insurance Services — Schedule C compensation
- Haas Printing — Schedule C compensation
- Alliant Insurance Services, Inc. — Schedule C compensation
- Craig Tompkins — Schedule C compensation
- Symphony Risk Solutions Insurance S — Schedule C compensation
- California Society Of Certified Pub — Schedule C compensation
- Maniaci Insurance Services, Inc. — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- Leavitt Central Coast Insurance Ser — Schedule C compensation
- Interwest Insurance Services, LLC — Schedule C compensation
- Jaffe-Schlossberg, Inc. — Schedule C compensation
- Strategic Asset Alliance — Schedule C compensation
- Mcleran Marketing, LLC — Schedule C compensation
- Amwins Connect Insurance Services, — Schedule C compensation
- Hover Insurance Services, Inc. — Schedule C compensation
- James G. Parker Insurance Associate — Schedule C compensation
- Ebix, Inc. — Schedule C compensation
- Partners Insurance Services, Ins. — Schedule C compensation
- Sun Life Capital Management (U.S.) — Schedule C compensation
- Lasky Trade Printing — Schedule C compensation
- Allied Wealth Management LLC — Schedule C compensation
- Visory, Inc. — Schedule C compensation
- Pigott Financial Corporation — Schedule C compensation
- A.M. Best — Schedule C compensation
- Vita Insurance Associates, Inc. — Schedule C compensation
- Unitedag (Casehp-Ca Small Employer — Schedule C compensation
- Karen Preisser — Schedule C compensation
- J.D. Ostdiek Insurance Services, In — Schedule C compensation
- Gallagher Benefit Services, Inc. — Schedule C compensation
- Acrisure Of California LLC — Schedule C compensation
- Venbrook Insurance Services — Schedule C compensation
- Jwcib, Inc. — Schedule C compensation
- Relation Insurance Services, Inc. — Schedule C compensation
- Sequoia Employee Benefits & Insuran — Schedule C compensation
- Patriot Growth Insurance Services, — Schedule C compensation
- Cba Premier Insurance Solutions, In — Schedule C compensation
- First Republic/Jp Morgan Chase Bank — Schedule C compensation
- Matt Davis Insurance Agency, Inc. — Schedule C compensation
- Assuredpartners Capital, Inc. — Schedule C compensation
- Trucker Huss — Schedule C compensation
- Eaton Vance Management — Schedule C compensation
- Olson Duncan Insurance Service, Inc — Schedule C compensation
- Shaw And Partners LLC — Schedule C compensation
- Centerstone Insurance & Financial S — Schedule C compensation
- Brooks Jucha And Associates Insuran — Schedule C compensation
- Health Broker Publishing, LLC — Schedule C compensation
- Anderson Robinson Starkey, Inc. — Schedule C compensation
- Hall, Mahar & Associates Insurance — Schedule C compensation
- Nfp Ca Insurance Services, Inc. — Schedule C compensation
- Mufg Union Bank, N.A. — Schedule C compensation
- Healthequity, Inc. — Schedule C compensation
- Sheppard Mullin Richter & Hampton L — Schedule C compensation
- Jennifer D. Williams Dba Wealth Con — Schedule C compensation
- Js Downey Insurance Service — Schedule C compensation
- U.S. Bank Na — Schedule C compensation
- Dohrmann, An Alera Group Insurance — Schedule C compensation
- Weaver Mcgrath Llp — Schedule C compensation
- Jolie Tuchscher — Schedule C compensation
- John T. Menold — Schedule C compensation
- Brian Drummond — Schedule C compensation
- Heath Withrow — Schedule C compensation
- Abd Insurance And Financial Service — Schedule C compensation
- Robert M. Galligan & Associates, In — Schedule C compensation
- Rogers Ventures, Inc. — Schedule C compensation
- Dc & Associates Insurance Services, — Schedule C compensation
- Triad Financial Insurance Marketing — Schedule C compensation