What public Form 5500 filings show about the California Casualty Management Company 401(k) plan — and how to find and check your own account.
California Casualty Management Company (EIN 94-0575650) reports CALIFORNIA CASUALTY MANAGEMENT COMPANY SAVINGS INVESTMENT PLAN FOR SALARIED EMPLOYEES on its most recent Form 5500, with $138.1M in plan assets across 813 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full California Casualty Management Company filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your California Casualty Management Company 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CBIZ CPAS P C, STRATEGIC ADVISORS, PENSION BENEFIT INFORMATION, SMARTER ACTUARIAL CONSULTING, ORRICK HERRINGTON & SUTCLIFFE LLP, ORRICK HERRINGTON SUTCLIFFE LLP.
