# California Casualty Management Company DB Plan
Source: https://planprovider.pro/companies/california-casualty-management-company-plan-001-5650

> California Casualty Management Company's DB plan: 77 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| CBIZ CPAS P.C.|Auditor|$26,160|—|$26,160|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $26,160

- **Estimated Expense Ratio:** 0.016% 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|

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