Plan Ledger DOL Form 5500 · updated monthly

California Casualty Management Companybenefits

The California Casualty Management Company Welfare Benefits Plan · PALO ALTO, CA · plan year 2025

Broker compensation reported · 2025
$46,717

California Casualty Management Company's benefits plans covered 300 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $3,448,118. Insurance brokers and agents were paid $46,717 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 1.4% of premiums. That is $156 per covered person, below the median for employer plans that report broker pay. Broker pay fell 0.8% from $47,076 in 2024.

Insurance contracts · 20258
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · health drug dental hmo$3.4M · 585 covered
VISION SERVICE PLAN · vision$50K · 269 covered
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 1 covered
HARTFORD LIFE & ACCIDENTpremiums n/a · 300 covered
RELIASTAR LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 260 covered
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 5 covered
KAISER FOUNDATION HEALTH PLAN INC. · health drug hmopremiums n/a · 16 covered
BHSpremiums n/a · 357 covered
Brokers & agents paid · 20254
PLANSOURCE BENEFITS ADMINISTRATION$4,160 · incl $4,160 fees
DIGITAL INSURANCE LLC$398 · incl $398 fees
Also brokered by Digital Insurance Inc.5

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 940575650 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.