DOL Form 5500 · 2024 Plan Year

CSAA INSURANCE SERVICES, INC.

CSAA INSURANCE GROUP CASH BALANCE RETIREMENT PLAN

Defined BenefitCA
$821.8M
Plan Assets
8,376
Participants
2024
Plan Year
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Plan Details

Plan Name
CSAA INSURANCE GROUP CASH BALANCE RETIREMENT PLAN
Sponsor
CSAA INSURANCE SERVICES, INC.
Sponsor EIN
464417209
Plan Number
001
Location
WALNUT CREEK, CA
Plan Type
Defined Benefit
Total Assets (Sch. H, EOY)
$821.8M
Participants
8,376
Filing Received
October 10, 2025
Plan Year
2024

About this Plan

CSAA INSURANCE GROUP CASH BALANCE RETIREMENT PLAN is a defined benefit retirement plan sponsored by CSAA INSURANCE SERVICES, INC., headquartered in WALNUT CREEK, CA, holding approximately $821.8M in plan assets on behalf of 8,376 participants. As a defined benefit plan, its assets are managed by the sponsor's investment office, which typically allocates across public and private markets to meet long-dated liabilities. This data is sourced from the plan's DOL Form 5500 filing (Schedule H).