Form 5500 · Employee benefit plan · SACRAMENTO, CA

CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS

Name: CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS — Form 5500 benefit plan
Creator: Form5500Lookup
License: https://www.usa.gov/government-works

The filing calls this plan GROUP INSURANCE TRUST OF THE CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS.

CALIFORNIA SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS of SACRAMENTO, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is CENTERSTONE INS & FNCL SVCS. Coverage is written through BLUE CROSS OF CALIFORNIA and 3 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record

CENTERSTONE INS & FNCL SVCS

Insurance carrier

BLUE CROSS OF CALIFORNIA

Policy year ends

Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 94-1056137 · plan 501 · plan year 2025, filed Jun 16, 2026

Get an email when this employer files a new Form 5500, and again about four months before its plan renews.

5,257 other employer plans in California have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.

How this plan is funded

Fully insured as reported

The plan's own financial statement reports paying insurance carriers about what the insurance contracts report in premium.

A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.

The filing says this plan is subject to the Form M-1 requirement for multiple-employer welfare arrangements.

All participants at the start of the year

5,766

Active at start of year

5,709

Active at end of year

5,823

Disclosed commissions

$54,284

Typical renewal

January 1

Benefits declared on this filing

Healthinsured — BLUE CROSS OF CALIFORNIA286 of 5,766 participants (5%) on the largest contract

Dentalinsured — DELTA CARE USA6 of 5,766 participants (0.1%)

Visiondeclared, not on Schedule A

Lifeinsured — THE LINCOLN NATIONAL LIFE INSURANCE COMPANY472 of 5,766 participants (8.2%) on the largest contract

Disabilityinsured — THE LINCOLN NATIONAL LIFE INSURANCE COMPANY444 of 5,766 participants (7.7%) on the largest contract

Health: the largest of the 3 insured health contracts, with BLUE CROSS OF CALIFORNIA, covers 286 of 5,766 participants (5%) on Schedule A.

Dental: DELTA CARE USA covers 6 of 5,766 participants (0.1%) on Schedule A.

Life: the largest of the 4 insured life contracts, with THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, covers 472 of 5,766 participants (8.2%) on Schedule A.

Disability: the largest of the 3 insured disability contracts, with THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, covers 444 of 5,766 participants (7.7%) on Schedule A.

Also declared: other welfare.

Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.

Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.

Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.

Plan brief

Schedule A lists 10 insured contracts covering health, dental, life, disability and stop-loss.

The filing declares health, dental, life, disability and vision. Vision appears with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.

The filing lists a stop-loss contract. On its own that does not settle whether the plan pays its own claims.

Reported premium across the insured contracts is $6,773,407, with $54,284 in disclosed broker commissions — about 0.8% of premium.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

Schedule A insurance contracts

Carrier	Benefits	Covered	Renews	Premium	Commission
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	Disability	444	Jan 1, 2026	$179,025	$26,854
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	Life	472	Jan 1, 2026	$68,877	$10,332
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	Disability	147	Jan 1, 2026	$27,423	$5,485
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	Disability	64	Jan 1, 2026	$27,189	$5,437
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	Life	147	Jan 1, 2026	$14,613	$2,923
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	Life	69	Jan 1, 2026	$10,665	$2,133
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY	Life	64	Jan 1, 2026	$7,468	$1,120
BLUE CROSS OF CALIFORNIA	Health	286	Jan 1, 2026	$3,368,587	$0
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY	Health, Stop-loss	7,154	Jan 1, 2026	$3,067,372	$0
DELTA CARE USA	Health, Dental	6	Jan 1, 2026	$2,188	$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing

BOARD OF TRUSTEES OF THE GROUP INSURANCE TRUST OF THE CALCPAS

EIN 94-2767563

ANTHEM BLUE CROSS

Claims processing · Contract administrator · Recordkeeping and information management · EIN 95-4331852

$2,054,483

paid directly by the plan

WORD & BROWN

Named on Schedule C · EIN 95-3161239

$996,558

paid directly by the plan

PES BENEFITS

Plan administrator · Recordkeeping and information management · EIN 83-2850400

$945,549

paid directly by the plan

EXPRESS SCRIPTS, INC.

Contract administrator · EIN 43-1420563

$363,469

paid directly by the plan

SEQUOIA BENEFITS AND INSURANCE SERV

Named on Schedule C · EIN 94-3397213

$229,391

paid directly by the plan

EMERSON ROGERS LLC

Named on Schedule C · EIN 13-3938007

$227,839

paid directly by the plan

DELOITTE CONSULTING LLP

Named on Schedule C · EIN 13-5133500

$188,441

paid directly by the plan

HUB INTERNATIONAL INSURANCE SERVICE

Named on Schedule C · EIN 33-0315047

$182,784

paid directly by the plan

USI INSURANCE SERVICES LLC

Named on Schedule C · EIN 13-3771734

$127,277

paid directly by the plan

DELTA DENTAL

Contract administrator · EIN 94-1461312

$121,242

paid directly by the plan

MARSH USA

Named on Schedule C · EIN 36-1436000

$108,464

paid directly by the plan

ARMANINO LLP

Accounting and audit · EIN 33-2514127

$84,257

paid directly by the plan

PARTNERS INSURANCE SERVICES, INC.

Named on Schedule C · EIN 20-4374993

$82,669

paid directly by the plan

GI GEORGE PARENT LP

Named on Schedule C · EIN 87-2917800

$74,043

paid directly by the plan

ALLIANT INSURANCE SERVICES, INC.

Named on Schedule C · EIN 47-9723395

$71,247

paid directly by the plan

WILLIS TOWERS WATSON NORTHEAST, INC

Named on Schedule C · EIN 13-2695427

$53,832

paid directly by the plan

INTERWEST INSURANCE SERVICES, LLC

Named on Schedule C · EIN 68-0266090

$52,446

paid directly by the plan

MCLERAN MARKETING, LLC

Named on Schedule C · EIN 47-1793819

$48,428

paid directly by the plan

VISION SERVICE PLAN

Contract administrator · EIN 94-1632821

$47,214

paid directly by the plan

STRATEGIC ASSET ALLIANCE

Named on Schedule C · EIN 91-1629027

$43,678

paid directly by the plan

AMWINS CONNECT INSURANCE SERVICES,

Named on Schedule C · EIN 94-2757978

$42,965

paid directly by the plan

HOVER INSURANCE SERVICES, INC.

Named on Schedule C · EIN 77-0096773

$41,905

paid directly by the plan

GRANITE PROFESSIONAL INSURANCE BROK

Named on Schedule C · EIN 94-3292432

$38,821

paid directly by the plan

JOHNSON LAMBERT LLP

Accounting and audit · EIN 52-1446779

$38,444

paid directly by the plan

CALIFORNIA SOCIETY OF CERTIFIED PUB

Named on Schedule C · EIN 94-1056137

$34,950

paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Money the plan held and paid out

Plan assets at year end

$23,200,968

Paid out in benefits

$58,710,301

Paid to insurance carriersSchedule H, line 2e(2)

$6,474,010

Independent accountantEIN 33-2514127

ARMANINO, LLP

Accountant's opinion (Schedule H, line 3a)

Unmodified

Audit fee

$88,279

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.

Other plans filed by this employer

401(K) PlanRetirement plan · 1 Schedule A contract

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Renewal calendar

5,257 other employer plans in California are January 1 renewals (policy year ends December).

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