California Casualty Management Co. Pension Plan
Sponsored by California Casualty Management Company · EIN 940575650 · Plan #001
- Total assets
- $162M
- Net assets
- $162M
- Active participants
- 77
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sei Investments Management Corp CRD 105146 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sei Investment Managament Corp. | Investment management | $552,518 |
| Smarter Actuarial Consulting, Llc | Actuarial | $283,409 |
| Aon Consulting, Inc. | Actuarial | $185,566 |
| Orrick, Herrington & Sutcliffe Llp | Legal | $155,285 |
| Sei Private Trust Company | Trustee (institutional) | $33,088 |
| Cbiz Cpas P.C. | Accounting | $26,160 |
| Morgan Stanley Capital Management, | Other services | $25,000 |
| Pension Benefit Information, Llc | Other services | $19,710 |
| Hrmecca Inc | Actuarial | $6,906 |