Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CALIFORNIA CASUALTY MANAGEMENT COMPANY
EIN 94-0575650insuranceLatest filing 2025
Plans
5
Retirement
3
$300.4M assets
Welfare
2
$3.9M premiums
Participants
2,883
Retirement portfolio analytics
3 plans aggregated / $300.4M assets / 2,262 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $3.9M premiums / 585 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.6M
- Prescription drug$3.6M
- Dental$3.4M
- Other$317K
- Life$305K
- Short-term disability$305K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
86%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY86%
- RELIASTAR LIFE INSURANCE COMPANY8%
- KAISER FOUNDATION HEALTH PLAN INC5%
- VISION SERVICE PLAN1%
- JANUS ASSOCIATES, INC. DBA BHS0%
- +1 more
Broker market share
Schedule A broker compensation
91%top
- DIGITAL INSURANCE LLC91%
- PLANSOURCE BENEFITS ADMINISTRATION9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CALIFORNIA CASUALTY MANAGEMENT CO. PENSION PLAN
TraditionalDB
Assets$162.3M
Participants1,075
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CALIFORNIA CASUALTY MANAGEMENT COMPANY SAVINGS INVESTMENT PLAN FOR SALARIED EMPLOYEES
401k
Assets$115.4M
Participants846
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CALIFORNIA CASUALTY SAVINGS INVESTMENT PLAN FOR HOURLY EMPLOYEES
401k
Assets$22.7M
Participants341
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE CALIFORNIA CASUALTY MANAGEMENT COMPANY WELFARE BENEFITS PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$3.9M
Covered lives585
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
CALIFORNIA CASUALTY MANAGEMENT CO. SEPARATION ALLOWANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CALIFORNIA CASUALTY MANAGEMENT CO. PENSION PLAN | TraditionalDB | $162.3M | 1,075 | 2024 | |
| 002 | CALIFORNIA CASUALTY MANAGEMENT COMPANY SAVINGS INVESTMENT PLAN FOR SALARIED EMPLOYEES | 401k | $115.4M | 846 | 2024 | |
| 003 | CALIFORNIA CASUALTY SAVINGS INVESTMENT PLAN FOR HOURLY EMPLOYEES | 401k | $22.7M | 341 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE CALIFORNIA CASUALTY MANAGEMENT COMPANY WELFARE BENEFITS PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $3.9M | 585 | 2025 | |
| 505 | CALIFORNIA CASUALTY MANAGEMENT CO. SEPARATION ALLOWANCE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans