California Casualty Management Company 401(k) Plan: Login, Facts & Contact Information

California Casualty Management Company 401(k) Plan Facts

Plan name
CALIFORNIA CASUALTY MANAGEMENT COMPANY SAVINGS INVESTMENT PLAN FOR SALARIED EMPLOYEES
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CALIFORNIA CASUALTY MANAGEMENT COMPANY
Participants
891 (568 active employees)
Former employees with a balance
254
Plan assets
$115,400,553 at Dec 31, 2024
Average account balance
$249,785 across 462 accounts
Employer contributions
$996,605 in plan year 2024 (25% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 2, 1953
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 10, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $4.02 million went into the plan in contributions, $996,605 of it from the employer (25%).
  • $21.8 million was paid out to participants.
  • Investment and other income added $17.4 million.
  • Administrative expenses were $68,457, about $148 per account.

How the California Casualty Management Company 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,055$136.6 million$3.36 million$10.6 million
20201,043$142.4 million$2.23 million$20.3 million
20211,021$162.9 million$2.22 million$8.11 million
20221,011$116.8 million$2.01 million$22.7 million
2023972$115.6 million$676,505$25.2 million
2024891$115.4 million$996,605$21.8 million

California Casualty Management Company 401(k) Contact Information

Phone
650-574-4000
Mailing address
1875 S. GRANT STREET SUITE 800, SAN MATEO CA 94402
Plan sponsor
CALIFORNIA CASUALTY MANAGEMENT COMPANY
Employer identification number (EIN)
94-0575650
Plan number
002

Questions about the California Casualty Management Company 401(k)

Does California Casualty Management Company contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $996,605, 25% of all contributions.

Does the California Casualty Management Company 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the California Casualty Management Company 401(k) plan?

891 participants at the start of plan year 2024, 568 of them active employees, and 254 former employees who still had money in the plan.

What is the average 401(k) balance at California Casualty Management Company?

About $249,785 per account: $115.4 million in plan assets across 462 accounts with a balance at the end of plan year 2024.

Who manages the California Casualty Management Company 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at California Casualty Management Company. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

Related Companies
Headquarter: 1510 HERNDON AVE SUITE 310, FRESNO, CA, 93720
Headquarter: 701 N BRAND BLVD., GLENDALE, CA, 912031295
Headquarter: 9811 KATY FREEWAY SUITE 100, HOUSTON, TX, 77024
Headquarter: 2727 NORTH LOOP WEST, HOUSTON, TX, 77008
Headquarter: 7312 PARKWAY DR, HANOVER, MD, 21076