# California Society Of Certified Public Accountants Health & Welfare Plan
Source: https://planprovider.pro/companies/california-society-of-certified-public-accountants-941056137-501

> California Society Of Certified Public Accountants's Health & Welfare plan: 5,823 participants, plan year 2025 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** California Society Of Certified Public Accountants

- **Sponsor EIN:** 941056137

- **Sponsor Address:** 500 CAPITOL MALL, SUITE 2350, SACRAMENTO, CA, 95814

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 5,823

- **Total Assets:** $23.2M

## 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.|

| 2025|5,823|$23.2M|$0|$0|

| 2024|5,809|$30.8M|$56.8M|$0|

| 2023|5,806|$33.6M|$54.1M|$0|

| 2022|5,694|$31.8M|$52.0M|$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|

| ANTHEM BLUE CROSS|Other Service Provider|$2,054,483|—|$2,054,483|

| WORD & BROWN|Other Service Provider|$996,558|—|$996,558|

| PES BENEFITS|Other Service Provider|$945,549|—|$945,549|

| EXPRESS SCRIPTS, INC.|Other Service Provider|$363,469|—|$363,469|

| SEQUOIA BENEFITS AND INSURANCE SERV|Other Service Provider|$229,391|—|$229,391|

| EMERSON ROGERS LLC|Other Service Provider|$227,839|—|$227,839|

| DELOITTE CONSULTING LLP|Other Service Provider|$188,441|—|$188,441|

| HUB INTERNATIONAL INSURANCE SERVICE|Other Service Provider|$182,784|—|$182,784|

| USI INSURANCE SERVICES LLC|Other Service Provider|$127,277|—|$127,277|

| DELTA DENTAL|Other Service Provider|$121,242|—|$121,242|

| MARSH USA|Other Service Provider|$108,464|—|$108,464|

| CHRISTINE SIMMONS|Other Service Provider|$94,704|—|$94,704|

| CRAIG TOMPKINS|Other Service Provider|$87,172|—|$87,172|

| ARMANINO LLP|Other Service Provider|$84,257|—|$84,257|

| PARTNERS INSURANCE SERVICES, INC.|Other Service Provider|$82,669|—|$82,669|

| GI GEORGE PARENT LP|Other Service Provider|$74,043|—|$74,043|

| KEVIN A. ROBERTS|Other Service Provider|$71,800|—|$71,800|

| ALLIANT INSURANCE SERVICES, INC.|Other Service Provider|$71,247|—|$71,247|

| WILLIS TOWERS WATSON NORTHEAST, INC|Other Service Provider|$53,832|—|$53,832|

| INTERWEST INSURANCE SERVICES, LLC|Other Service Provider|$52,446|—|$52,446|

| MCLERAN MARKETING, LLC|Other Service Provider|$48,428|—|$48,428|

| VISION SERVICE PLAN|Other Service Provider|$47,214|—|$47,214|

| HAAS PRINTING|Other Service Provider|$45,910|—|$45,910|

| STRATEGIC ASSET ALLIANCE|Other Service Provider|$43,678|—|$43,678|

| AMWINS CONNECT INSURANCE SERVICES,|Other Service Provider|$42,965|—|$42,965|

| HOVER INSURANCE SERVICES, INC.|Other Service Provider|$41,905|—|$41,905|

| JAMES G. PARKER INSURANCE ASSOCIATE|Other Service Provider|$39,367|—|$39,367|

| GRANITE PROFESSIONAL INSURANCE BROK|Other Service Provider|$38,821|—|$38,821|

| JOHNSON LAMBERT LLP|Other Service Provider|$38,444|—|$38,444|

| CALIFORNIA SOCIETY OF CERTIFIED PUB|Other Service Provider|$34,950|—|$34,950|

| SUN LIFE CAPITAL MANAGEMENT (U.S.)|Other Service Provider|$34,517|—|$34,517|

| EBIX, INC.|Other Service Provider|$32,050|—|$32,050|

| GALLAGHER BENEFIT SERVICES, INC.|Other Service Provider|$28,696|—|$28,696|

| ACRISURE PARTNERS WEST COAST INSURA|Other Service Provider|$28,694|—|$28,694|

| ALLIED WEALTH MANAGEMENT LLC|Other Service Provider|$27,394|—|$27,394|

| RELATION INSURANCE SERVICES, INC.|Other Service Provider|$27,158|—|$27,158|

| VISORY, INC.|Other Service Provider|$26,147|—|$26,147|

| J.D. OSTDIEK INSURANCE SERVICES, IN|Other Service Provider|$25,099|—|$25,099|

| LASKY TRADE PRINTING|Other Service Provider|$24,827|—|$24,827|

| PIGOTT FINANCIAL CORPORATION|Other Service Provider|$24,787|—|$24,787|

| JAFFE-SCHLOSSBERG, INC.|Other Service Provider|$24,245|—|$24,245|

| JPMORGAN CHASE NA|Other Service Provider|$23,892|—|$23,892|

| A.M. BEST|Other Service Provider|$23,300|—|$23,300|

| ONEDIGITAL TOPCO LLC|Other Service Provider|$23,142|—|$23,142|

| VITA INSURANCE ASSOCIATES, INC.|Other Service Provider|$19,417|—|$19,417|

| HEATH WITHROW|Other Service Provider|$19,209|—|$19,209|

| CENTERSTONE INSURANCE & FINANCIAL S|Other Service Provider|$18,975|—|$18,975|

| VENBROOK INSURANCE SERVICES|Other Service Provider|$17,651|—|$17,651|

| UNITEDAG (CASEHP-CA SMALL EMPLOYER|Other Service Provider|$17,500|—|$17,500|

| MICHAEL B. KELLY INSURANCE SERVICES|Other Service Provider|$15,131|—|$15,131|

| JWCIB, INC.|Other Service Provider|$14,926|—|$14,926|

| HEFFERNAN INSURANCE BROKERS|Other Service Provider|$13,080|—|$13,080|

| CRC INSURANCE GROUP, LLC|Other Service Provider|$12,623|—|$12,623|

| HEALTH BROKER PUBLISHING, LLC|Other Service Provider|$12,368|—|$12,368|

| HALL, MAHAR & ASSOCIATES INSURANCE|Other Service Provider|$10,290|—|$10,290|

| LEAVITT CENTRAL COAST INSURANCE SER|Other Service Provider|$10,019|—|$10,019|

| ACRISURE OF CALIFORNIA LLC|Other Service Provider|$9,839|—|$9,839|

| DAYTON SAYER INSURANCE INC.|Other Service Provider|$9,581|—|$9,581|

| KEVIN SALTZMAN INC.|Other Service Provider|$9,263|—|$9,263|

| OLSON DUNCAN INSURANCE SERVICE, INC|Other Service Provider|$9,216|—|$9,216|

| CAPITAL CITY BENEFITS AND INSURANCE|Other Service Provider|$8,812|—|$8,812|

| BARBARA OBERMAN|Other Service Provider|$8,630|—|$8,630|

| ANEES A. AKHUND|Other Service Provider|$7,984|—|$7,984|

| GRAVELINE FINANCIAL, INC.|Other Service Provider|$7,683|—|$7,683|

| ASSUREDPARTNERS CAPITAL, INC.|Other Service Provider|$7,678|—|$7,678|

| CLARITY BENEFIT SOLUTIONS, INC.|Other Service Provider|$7,537|—|$7,537|

| EATON VANCE MANAGEMENT|Other Service Provider|$7,480|—|$7,480|

| ROBERT OWEN MACKLER|Other Service Provider|$7,368|—|$7,368|

| UNITY ONE INSURANCE SERVICES, INC.|Other Service Provider|$7,255|—|$7,255|

| U.S. BANK NA|Other Service Provider|$7,197|—|$7,197|

| HEALTHEQUITY, INC.|Other Service Provider|$6,840|—|$6,840|

| MUSGRAVE INSURANCE SERVICES, INC.|Other Service Provider|$6,559|—|$6,559|

| VET ONCE, LLC|Other Service Provider|$6,510|—|$6,510|

| JOHN T. MENOLD|Other Service Provider|$6,109|—|$6,109|

| ANDERSON ROBINSON STARKEY, INC.|Other Service Provider|$5,774|—|$5,774|

| HEALTH WISE INSURANCE AGENCY|Other Service Provider|$5,671|—|$5,671|

| GEORGE PETERSON INSURANCE AGENCY|Other Service Provider|$5,664|—|$5,664|

| DICKERSON EMPLOYEE BENEFITS, AN ALE|Other Service Provider|$5,511|—|$5,511|

| JENNIFER D. WILLIAMS|Other Service Provider|$5,428|—|$5,428|

| DC & ASSOCIATES INSURANCE SERVICES,|Other Service Provider|$5,385|—|$5,385|

| TRUCKER HUSS|Other Service Provider|$5,363|—|$5,363|

| INNOVATIVE BENEFITS AND INSURANCE S|Other Service Provider|$5,197|—|$5,197|

| ROGERS VENTURES, INC.|Other Service Provider|$5,120|—|$5,120|

| ARMANINO ADVISORY LLC|Other Service Provider|$5,040|—|$5,040|

| MORRIS & GARRITANO INSURANCE AGENCY|Other Service Provider|$5,037|—|$5,037|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $7,395,217

- **Estimated Expense Ratio:** 31.875% 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|

| 2025|$68,896,130|$79,835|$3,418,708|$88,279|—|

| 2024|$9,584,278|$78,383|$3,254,301|$88,832|—|

| 2023|$9,625,116|$74,158|$3,108,066|$77,604|—|

| 2022|$8,592,259|$73,396|$2,931,741|—|$256,671|

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