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Original filing (PDF)20251010073734NAL0007335345001
CALIFORNIA CASUALTY MANAGEMENT COMPANY
Form 5500
FILING_RECEIVED
CALIFORNIA CASUALTY MANAGEMENT CO. PENSION PLAN
Defined-benefit pension plan
Signals · 3
49% in single holding~79 bps in Sched C fees9 service providers
Active participants
77
Accounts w/ balance
—
Plan assets (EOY)
$162.3M
Net assets (EOY)
$162.1M
How this plan invests
This plan
1 pooled trust
Schedule D
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "SEI Institutional Investments Trust Intermediate Duration Credit Fund 9,101,121 Shares" is 49% of plan.
- 79 bps in Schedule C fees — 694% above peer band of 10 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CALIFORNIA CASUALTY MANAGEMENT COMPANY.
Plan sponsor
Name
CALIFORNIA CASUALTY MANAGEMENT COMPANY
EIN
94-0575650
Address
1875 S. GRANT STREET, SUITE 800 · SAN MATEO, CA · 94402
Phone
(650) 574-4000
Industry
Finance & Insurancesee all
Plan administrator
Name
CCMC PENSION PLAN COMMITTEE
EIN
94-2541777
City
SAN MATEO, CA
Phone
(650) 574-4000
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEI INVESTMENT MANAGAMENT CORP. | 04-2452803 | — | NONE | $553K | — |
| SMARTER ACTUARIAL CONSULTING, LLC | 81-5205719 | — | NONE | $283K | — |
| AON CONSULTING, INC. | 22-2232264 | — | NONE | $186K | — |
| ORRICK, HERRINGTON & SUTCLIFFE LLP | 94-2952627 | — | NONE | $155K | — |
| SEI PRIVATE TRUST COMPANY | 23-3060382 | — | NONE | $33K | — |
| CBIZ CPAS P.C. | 43-1947695 | — | NONE | $26K | — |
| MORGAN STANLEY CAPITAL MANAGEMENT, | 11-3658445 | — | NONE | $25K | — |
| PENSION BENEFIT INFORMATION, LLC | 82-4722389 | — | NONE | $20K | — |
| HRMECCA INC | 20-8060423 | — | NONE | $7K | — |
Investments
10 direct securities · 1 pooled fund· $161.1M(99% of reported assets)
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.
Uncategorized
$157.2M
10 holdings
Common Collective Trust
$3.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEI Institutional Investments Trust Intermediate Duration Credit Fund 9,101,121 Shares | — | — | $85.9M | $79.5M | 49.0% | |
| SEI Institutional Investments Trust Long Duration Credit Fund 5,967,711 Shares | — | — | $54.0M | $45.8M | 28.2% | |
| SEI Institutional Investment Trust Global Managed Volatility Fund 903,891 Shares | — | — | $10.4M | $10.0M | 6.2% | |
| US Treasury Strips, due 8/15/33, zero coupon $13,874,000 Par Value | — | — | $9.1M | $9.2M | 5.7% | |
| US Treasury Strips, due 5/15/39, zero coupon $15,260,000 Par Value | — | — | $7.5M | $7.5M | 4.6% | |
| SEI CORE PROPERTY COLL. INV. TRUST SEI TRUST COMPANY · EIN 27-3224429 / PN 045 | Common Collective Trust | — | $1.7M | $3.9M | 2.4% | |
| US Treasury Strips, due 8/15/43, zero coupon $5,429,000 Par Value | — | — | $2.2M | $2.1M | 1.3% | |
| US Treasury Strips, due 5/15/53, zero coupon $6,995,000 Par Value | — | — | $2.0M | $1.8M | 1.1% | |
| US Treasury Strips, due 2/15/32, zero coupon $1,239,000 Par Value | — | — | $968K | $887K | 0.5% | |
| Aggregates to More Than 5% of Plan Assets SEI Institutional Investments Trust Global Managed Volatility Fund | — | — | $18.5M | $433K | 0.3% | |
| SEI Daily Income Trust Government Fund 4,021 Shares | — | — | $4K | $4K | <0.1% |