California Insurance Guarantee Association 401(K) Plan — Form 5500 plan (California Insurance Guarantee 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 Insurance Guarantee Association 401(K) Plan is a benefit plan reported by California Insurance Guarantee Association under EIN 95-2786361 and plan number 001. The latest loaded filing year is 2023. The filing reports 189 participants and $36,435,056 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
California Insurance Guarantee Association
EIN
95-2786361
Plan number
001
Plan type
2
Location
Glendale, CA
Latest filing year
2023
Participants
189
End-of-year plan assets
$36,435,056

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023189H, C20240723093354NAL0007142771001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,435,056
Total liabilities (EOY)
$0
Net assets (EOY)
$36,435,056
Net assets (BOY)
$33,124,525

Income & contributions

Employer contributions
$1,199,230
Participant contributions
$1,446,144
Total contributions
$2,645,374
Total income / additions
$8,043,584

Expenses & distributions

Benefits paid
$4,670,783
Administrative expenses
$62,270
Total expenses
$4,733,053
Net increase / (decrease)
$3,310,531

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rbc Capital Markets LLCINVESTMENT ADVISOR$50,570not reported in the loaded dataset2023
Holthouse Carlin & Van Trigt LlpAUDITOR$11,700not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$0$02023

Related Form 5500 pages