Csaa Insurance Services 401(k) and pension plans

Csaa Insurance Services, Inc., Walnut Creek, CA. EIN 46-4417209. Annual reports 2009–2024. Also filed as California State Automobile Assn Inter-Insurance Bureau; Aaa Northern California, Nevada & Utah Insurance Exchange; Csaa Insurance Exchange; Cal ST Auto Assoc Inter-Ins Bureau.

Csaa Insurance Services, Inc. has 2 active retirement plans on file. The largest is the Csaa Insurance Group Cash Balance Retirement Plan, with 8,001 participants and $754 million in assets in 2024. Principal is its administrator.

Active plans: 2
Participants: 13,288
Plan assets: $1.6 billion
401(k) recordkeeper: Principal
Plans on file: 2
Industry: Finance and insurance

All 2 plans

Active plans first

Csaa Insurance Group Cash Balance Retirement Plan

Cash balance pension, frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 46-4417209
Participants (2024): 8,001
Net assets (2024): $754 million
Administered by: PrincipalEarlier: Empower (2023), WTW (2019–2022), Empower (2018), State Street (2015–2017), Mercer (2012–2014)
Plan administrator: Csaa Insurance Services, Inc.
3055 Oak Road
Walnut Creek, CA 94597
(925) 279-2300As filed for 2024
In effect since: December 8, 1944

Earlier sponsors: California State Automobile Assn Inter-Insurance Bureau (2009); Aaa Northern California, Nevada & Utah Insurance Exchange (2010–2011); Csaa Insurance Exchange (2012–2014).

Earlier plan names: Csaa Iib Autobank Retirement Plan; Aaa Ncnu Insurance Exchange Autobank Retirement Plan; Aaa Ncnu Insurance Exchange Cash Balance Retirement Plan; Csaa Insurance Exchange Cash Balance Retirement Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	8,001	$754 million	Principal
2023	8,405	$728 million	Empower
2022	8,605	$703 million	WTW
2021	8,850	$985 million	WTW
2020	9,335	$1.0 billion	WTW
2019	9,404	$957 million	WTW
2018	9,307	$837 million	Empower
2017	9,312	$914 million	State Street
2016	10,605	$796 million	State Street
2015	10,493	$784 million	State Street
2014	11,527	$891 million	Mercer
2013	11,586	$887 million	Mercer
2012	11,391	$839 million	Mercer
2011	12,085	$747 million	not listed
2010	12,132	$770 million	not listed
2009	11,426	$691 million	not listed

Csaa Insurance Group 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 46-4417209
Participants (2024): 5,287
Net assets (2024): $872 million
Recordkeeper: PrincipalEarlier: Empower (2018–2022), Fidelity (2009–2017)
Plan administrator: Csaa Insurance Services, Inc.
3055 Oak RD
Walnut Creek, CA 94597
(925) 279-4745As filed for 2024
In effect since: March 1, 1989

Earlier sponsors: Cal ST Auto Assoc Inter-Ins Bureau (2009–2010); Aaa Ncnu Insurance Exchange (2011); Csaa Insurance Exchange (2012–2014).

Earlier plan names: Csaa Iib 401(k) Plan; Aaa Ncnu Insurance Exchange 401(k) Plan; Csaa Insurance Exchange 401(k) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,287	$872 million	Principal
2023	4,976	$755 million	Principal
2022	4,792	$647 million	Empower
2021	4,655	$752 million	Empower
2020	4,797	$645 million	Empower
2019	4,861	$573 million	Empower
2018	4,839	$477 million	Empower
2017	4,931	$498 million	Fidelity
2016	5,080	$447 million	Fidelity
2015	5,177	$420 million	Fidelity
2014	5,258	$413 million	Fidelity
2013	5,243	$381 million	Fidelity
2012	5,344	$312 million	Fidelity
2011	7,851	$426 million	Fidelity
2010	7,560	$418 million	Fidelity
2009	7,404	$360 million	Fidelity

If you had money in one of these plans

Call Principal (principal.com), which runs the Csaa Insurance Group 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((925) 279-2300). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Csaa Insurance Group Cash Balance Retirement Plan

Csaa Insurance Group 401(k) Plan

If you had money in one of these plans

What these numbers are

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