Christopher Lassalle signed CSAA Insurance Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CSAA Insurance Services, Inc.'s EIN is 46-4417209.
Download the official 2024 Form 5500 (PDF) for CSAA Insurance Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CSAA Insurance Services, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $462K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY INVESTMENT MGMT | 36-3145972 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT MANAGEMENT |
| $1.2M |
| — |
| PACIFIC INVESTMENT MANAGEMENT CO | 33-0629048 | — | INVESTMENT MANAGEMENT | $645K | — |
| NISA INVESTMENT ADVISORS L.L.C. | 48-1140940 | — | INVESTMENT MANAGEMENT | $200K | — |
| CALLAN LLC | 82-2748926 | — | CONSULTANT | $196K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELAWARE CHARTER GUARANTEE | 51-0099493 | — | TRUSTEE | $63K | — |
| NORTHERN TRUST COMPANY | 36-1561860 | — | TRUSTEE | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| CF ARROWSTREET GLOBAL EQUITY ACWI C NORTHERN TRUST INVESTMENTS, INC. · EIN 37-6607043 / PN 002 | Common Collective Trust | — | — | $105.0M | 12.8% | |
| CF ANITPODES GLOBAL EQUITY CIT NORTHERN TRUST INVESTMENTS, INC. · EIN 86-2356057 / PN 150 | Common Collective Trust | — | — | $91.5M | 11.1% | |
| NTGI COLTV GOVT STIF REGISTERED NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 068 | Common Collective Trust | — | — | $30.8M | 3.8% | |
| UNITED STATES OF AMER TREAS BONDS 0% T-BOND 02-15-2050 | U.S. Treasuries | — | -$16.0M | $16.0M | 1.9% | |
| OTC DERIVATIVE CASH COLLATERAL PAYABLE TO JP MORGAN CHASE BANK NA | Cash / Money Market | — | -$15.2M | $8.4M | 1.0% | |
| DOMESTIC MASTER FORWARD COLLATERAL RECEIVABLE FROM:UBS | Other securities | — | -$7.3M | $5.5M | 0.7% | |
| DOMESTIC MASTER FORWARD COLLATERAL PAYABLE TO:UBS | Other securities | — | -$6.3M | $4.9M | 0.6% | |
| RECKITT BENCK GRP ORD GBP0.10 Corporate Stock - Common | Common Stocks | — | -$14K | $2.0M | 0.2% | |
| ADR TAIWAN SEMICONDUCTOR Corporate Stock - Common MANUFACTURING | Common Stocks | — | -$14K | $1.8M | 0.2% | |
| THERMO FISHER SCIENTIFIC INC COM USD1 Corporate Stock - Common | Common Stocks | — | -$346K | $1.8M | 0.2% | |
| HEINEKEN NV EUR1.60 Corporate Stock - Common | Common Stocks | — | -$10K | $1.8M | 0.2% | |
| DEUTSCHE BOERSE AG NPV(REGD) Corporate Stock - Common | Common Stocks | — | -$8K | $1.6M | 0.2% | |
| CONSTELLATION SOFT COM STK NPV | Common Stocks | — | -$16K | $1.5M | 0.2% | |
| 2054 AMPHENOL CORP NEW CL A Corporate Stock - Common | Common Stocks | — | -$5K | $1.2M | 0.1% | |
| SAP SE Corporate Stock - Common | Common Stocks | — | -$26K | $1.2M | 0.1% | |
| ATLAS COPCO AB SER'A'NPV Corporate Stock - Common | Common Stocks | — | -$6K | $1.2M | 0.1% | |
| ROGERS COMMUNICATIONS INC 5.3% 02-15-2034 | Bonds / Notes | — | -$1.1M | $1.1M | 0.1% | |
| EQUIFAX INC COM Corporate Stock - Common | Common Stocks | — | -$88K | $844K | 0.1% | |
| ACCENTURE PLC CLS A Corporate Stock - Common | Common Stocks | — | -$23K | $811K | <0.1% | |
| MOODYS CORP COM Corporate Stock - Common | Common Stocks | — | -$4K | $807K | <0.1% | |
| BANCO BILBAO VIZCA 4.625%-FRN 13/01/2031EUR | Bonds / Notes | — | -$778K | $790K | <0.1% | |
| BOOKING HLDGS INC COM Corporate Stock - Common | Common Stocks | — | -$2.0M | $786K | <0.1% | |
| UNVL MUSIC GROUP Corporate Stock - Common | Common Stocks | — | -$185K | $766K | <0.1% | |
| INTERCONTINENTAL EXCHANGE INC COM Corporate Stock - Common | Common Stocks | — | -$16K | $762K | <0.1% | |
| ENERGY TRANSFER LP 8.0% 05-15-2054 | Bonds / Notes | — | -$700K | $744K | <0.1% | |
| VERIZON COMMUNICATIONS 5.5% 02-23-2054 | Bonds / Notes | — | -$692K | $701K | <0.1% | |
| METLIFE INC SR NT 5.3% 12-15-2034 | Bonds / Notes | — | -$602K | $626K | <0.1% | |
| NEXTERA ENERGY CAPITAL 6.75% 06-15-2054 | Bonds / Notes | — | -$600K | $626K | <0.1% | |
| CITY, NJ FS KKR CAP CORP 6.875% 08-15-2029 | Bonds / Notes | — | -$593K | $622K | <0.1% | |
| BANCO SANTANDER SA 6.35% 03-14-2034 | Bonds / Notes | — | -$600K | $614K | <0.1% | |
| CRH AMERICA FINANCE INC 5.4% 05-21-2034 | Bonds / Notes | — | -$598K | $611K | <0.1% | |
| WILLIAMS COS INC 5.8% 11-15-2054 | Bonds / Notes | — | -$599K | $608K | <0.1% | |
| PVTPL ROCHE HLDGS INC 5.21% DUE 03-08-2054 BEO | Structured Credit (CLO/ABS) | — | -$622K | $598K | <0.1% | |
| UNITEDHEALTH GROUP INC COM Corporate Stock - Common | Common Stocks | — | -$2.7M | $564K | <0.1% | |
| EVERSOURCE ENERGY 5.95% 07-15-2034 | Bonds / Notes | — | -$498K | $533K | <0.1% | |
| GALLAGHER ARTHUR J & CO COM Corporate Stock - Common | Common Stocks | — | -$658K | $532K | <0.1% | |
| BURLINGTON NORTHERN SANTA FE LLC 5.5% 03-15-2055 | Bonds / Notes | — | -$497K | $531K | <0.1% | |
| GATX CORP 6.05% 06-05-2054 | Bonds / Notes | — | -$500K | $526K | <0.1% | |
| RELX PLC Corporate Stock - Common | Common Stocks | — | -$15K | $517K | <0.1% | |
| UK(GOVT OF) 4.375% BDS 31/07/54 GBP1000 | Bonds / Notes | — | -$856K | $516K | <0.1% | |
| FORD MOTOR CREDIT CO LLC 6.05% 03-05-2031 | Bonds / Notes | — | -$499K | $505K | <0.1% | |
| DUKE ENERGY OHIO INC 5.6% 03-15-2054 | Bonds / Notes | — | -$499K | $503K | <0.1% | |
| TEXAS INSTRUMENTS INC COM Corporate Stock - Common | Common Stocks | — | -$11K | $495K | <0.1% | |
| TOTALENERGIES CAPITAL S.A. 5.275% 09-10-2054 | Bonds / Notes | — | -$500K | $483K | <0.1% | |
| UNITEDHEALTH GROUP 5.75% DUE 07-15-2064 | Bonds / Notes | — | -$398K | $428K | <0.1% | |
| UNITEDHEALTH GROUP INC 5.625% 07-15-2054 | Bonds / Notes | — | -$399K | $425K | <0.1% | |
| ENTERGY CORP NEW 7.125% 12-01-2054 | Bonds / Notes | — | -$400K | $412K | <0.1% | |
| PRUDENTIAL FINL INC 6.5% 03-15-2054 | Bonds / Notes | — | -$400K | $408K | <0.1% | |
| PNC FINL SVCS GROUP INC 5.676% 01-22-2035 | Bonds / Notes | — | -$400K | $405K | <0.1% | |
| MNSN HLDGS INC COM Corporate Stock - Common - MOODYS CORP 5.0% 08-05-2034 | Bonds / Notes | — | -$397K | $402K | <0.1% |
