Csaa Insurance Services, Inc. 401(k) Plan: Login, Facts & Contact Information
Csaa Insurance Services, Inc. 401(k) Login
1,433 former Csaa Insurance Services, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Csaa Insurance Services, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 13, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $78.4 million went into the plan in contributions, $36.7 million of it from the employer (47%).
- $62.1 million was paid out to participants.
- Investment and other income added $101.3 million.
- Administrative expenses were $336,354, about $67 per account.
How the Csaa Insurance Services, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 4,839 | $572.8 million | $17.2 million | $46.3 million |
| 2020 | 4,861 | $644.6 million | $17.9 million | $40.6 million |
| 2021 | 4,797 | $751.9 million | $29.6 million | $58.2 million |
| 2022 | 4,655 | $646.5 million | $32.4 million | $45.7 million |
| 2023 | 5,007 | $754.9 million | $26.6 million | $67.8 million |
| 2024 | 5,069 | $872.3 million | $36.7 million | $62.1 million |
Csaa Insurance Services, Inc. 401(k) Contact Information
Questions about the Csaa Insurance Services, Inc. 401(k)
Does Csaa Insurance Services, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $36.7 million, 47% of all contributions.
Does the Csaa Insurance Services, Inc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Csaa Insurance Services, Inc 401(k) plan?
5,069 participants at the start of plan year 2024, 3,824 of them active employees, and 1,433 former employees who still had money in the plan.
What is the average 401(k) balance at Csaa Insurance Services, Inc?
About $174,210 per account: $872.3 million in plan assets across 5,007 accounts with a balance at the end of plan year 2024.
Who manages the Csaa Insurance Services, Inc 401(k) accounts?
Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Csaa Insurance Services, Inc. How do I access my 401(k)?
Your account stays with Principal 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.