· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CAL SURANCE BENEFIT PLANS, INC. — CAL SURANCE BENEFIT PLANS, INC, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250715135419NAL0002250769003
CAL SURANCE BENEFIT PLANS, INC.
Form 5500-SF
FILING_RECEIVED
CAL SURANCE BENEFIT PLANS, INC
401(k) retirement plan
Active participants
4
Accounts w/ balance
11
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
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
CAL SURANCE BENEFIT PLANS, INC.
.
Find decision makers
Plan sponsor
Name
CAL SURANCE BENEFIT PLANS, INC.
EIN
95-2408629
Address
24536 HAWTHRONE BLVD · TORRANCE, CA · 90505
Phone
(310) 530-5525
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-15
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
SCORICA MANAGEMENT CO. LLC
SCORICA MANAGEMENT CO. LLC DEFINED BENEFIT PENSION PLAN
$1.9M · 3 participants
MARK W. HODSON
MARK W. HODSON SAFE HARBOR 401(K) PROFIT SHARING PLAN
$1.9M · 5 participants
FORSYTH INSURANCE GROUP, INC.
FORSYTH INSURANCE GROUP, INC. 401(K) PLAN
$1.9M · 9 participants
GM FINANCIAL CONSULTANTS CORPORATION
GM FINANCIAL CONSULTANTS CORP. PROFIT SHARING PLAN
$1.9M · 4 participants
L2 FINANCIAL, INC.
L2 FINANCIAL, INC. RETIREMENT PLAN
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.9M · 3 participants
SCOTT SMITH STATE FARM AGENCY
SCOTT SMITH STATE FARM AGENCY 401(K) PLAN
$1.9M · 3 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
