· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CSM PACIFIC LTD. — CSM PACIFIC LTD. DEFINED BENEFIT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250728144107NAL0001710545001
CSM PACIFIC LTD.
Form 5500-SF
FILING_RECEIVED
CSM PACIFIC LTD. DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
1
Accounts w/ balance
—
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CSM PACIFIC LTD.
.
Find decision makers
Plan sponsor
Name
CSM PACIFIC LTD.
EIN
20-8669980
Address
601 UNION STREET · SUITE 3900 · SEATTLE, WA · 98101
Phone
(206) 624-8111
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-28
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
AMERITAS FINANCIAL SERVICES OF WESTERN PA
AMERITAS FINANCIAL SERVICES 401(K) PLAN
$1.6M · 2 participants
TITLE GUARANTEE A TITLE INSURANC
TITLE GUARANTEE 401K
$1.6M · 25 participants
SOUTHWESTERN TITLE & ESCROW, INC.
SOUTHWESTERN TITLE 401(K) & PROFIT SHARING PLAN
$1.6M · 38 participants
WATSON INSURANCE AGENCY, INC
WATSON INSURANCE AGENCY, INC. PROFIT SHARING PLAN AND TRUST
$1.6M · 15 participants
J. KRUG & ASSOCIATES, INC. DBA J. KRUG
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
J. KRUG 401(K) RETIREMENT PLAN
$1.6M · 22 participants
DOUGLAS L. SHROYER
DOUGLAS L. SHROYER PROFIT SHARING PLAN
$1.6M · 1 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants