Plan Snapshot
- Plan Sponsor: California Casualty Management Company
- Sponsor EIN: 940575650
- Sponsor Address: 1875 S. GRANT STREET, SUITE 800, SAN MATEO, CA, 94402
- Plan Type: DB
- Total Participants: 77
- Total Assets: $162.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 77 | $162.3M | $4.2M | $0 |
| 2023 | 93 | $178.3M | $3.0M | $0 |
| 2022 | 130 | $177.5M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SEI INVESTMENT MANAGAMENT CORP. | Other Service Provider | $552,518 | — | $552,518 |
| SMARTER ACTUARIAL CONSULTING, LLC | Other Service Provider | $283,409 | — | $283,409 |
| AON CONSULTING, INC. | Recordkeeper | $185,566 | — | $185,566 |
| ORRICK, HERRINGTON & SUTCLIFFE LLP | ERISA Attorney | $155,285 | — | $155,285 |
| SEI PRIVATE TRUST COMPANY | Other Service Provider | $33,088 | — | $33,088 |
| CBIZ CPAS P.C. | Other Service Provider | $26,160 | — | $26,160 |
| MORGAN STANLEY CAPITAL MANAGEMENT, | Recordkeeper | $25,000 | — | $25,000 |
| PENSION BENEFIT INFORMATION, LLC | Other Service Provider | $19,710 | — | $19,710 |
| HRMECCA INC | Other Service Provider | $6,906 | — | $6,906 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING, INC. — Recordkeeper
- ORRICK, HERRINGTON & SUTCLIFFE LLP — ERISA Attorney
- MORGAN STANLEY CAPITAL MANAGEMENT, — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,287,642
- Estimated Expense Ratio: 0.794% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,417,956 | $552,518 | — | $26,160 | — |
| 2023 | $1,328,653 | $728,662 | — | $24,060 | — |
| 2022 | $2,026,108 | $998,652 | — | — | $314,472 |