Csaa Insurance Services, Inc.

Arizona
Registered In
12/17/2014
Incorp. Date
Foreign
Registration Type
California
Foreign Jurisdiction

Company Summary

Csaa Insurance Services, Inc. at 3800 N Central Ave STE 460, Phoenix, Az 85012 lists Thomas Troy and C Sturm of Walnut Creek, CA as associates.

Overview

Registered In
Arizona
Incorporation Date
Company Type
Foreign For-Profit (Business) Corporation
Status
Active
Registration Type
Foreign
Foreign Jurisdiction
California
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People

C T Corporation System Registered Agent
3800 N CENTRAL AVE STE 460, PHOENIX, AZ 85012
Thomas Troy President/CEO
3055 OAK RD, WALNUT CREEK, CA 94597
C Sturm Officer
3055 OAK RD, WALNUT CREEK, CA 94597
Carrie Collins Officer
3055 OAK RD, WALNUT CREEK, CA 94597
Katherine Evans Officer
3055 OAK RD, WALNUT CREEK, CA 94597
Andrea Hecht Director
3055 OAK RD, WALNUT CREEK, CA 94597
Michael Zukerman Director
3055 OAK RD, WALNUT CREEK, CA 94597
Thomas Troy Director
3055 OAK RD, WALNUT CREEK, CA 94597
Michael Zukerman Secretary
3055 OAK RD, WALNUT CREEK, CA 94597
Andrea Hecht Treasurer
3055 OAK RD, WALNUT CREEK, CA 94597
Showing 10 of 11 associates. Create a free account to view the complete list and historical changes.

Map & Locations

3800 N CENTRAL AVE STE 460, PHOENIX, AZ 85012 View Map
3055 OAK RD, WALNUT CREEK, CA 94597 View Map

Financials

Financial Information for Csaa Insurance Services, Inc.

Form 5500

CSAA INSURANCE SERVICES, INC.

3055 Oak Road, Walnut Creek, Ca 94597 (925) 279-2300 EIN:46-4417209 Plan Admin:Chris Lassalle
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameCSAA INSURANCE GROUP CASH BALANCE RETIREMENT PLAN Plan #001 Participants BOY/EOY8,850 / 8,605 Assets BOY/EOY$1,027,246,646 / $733,374,165 2022 CSAA INSURANCE GROUP CASH BALANCE RETIREMENT PLAN - Plan #001 8,850 / 8,605 $1,027,246,646 / $733,374,165
2022 Plan NameCSAA INSURANCE GROUP 401(K) PLAN Plan #002 Participants BOY/EOY4,655 / 4,792 Assets BOY/EOY$751,937,629 / $646,537,533 2022 CSAA INSURANCE GROUP 401(K) PLAN - Plan #002 4,655 / 4,792 $751,937,629 / $646,537,533
2022 Plan NameCSAA INSURANCE GROUP HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY3,780 / 0 Assets BOY/EOY$0 / $0 2022 CSAA INSURANCE GROUP HEALTH AND WELFARE PLAN - Plan #501 3,780 / 0 $0 / $0
2022 Plan NameCSAA INSURANCE GROUP RETIREE HEALTH REIMBURSEMENT ARRANGEMENT Plan #508 Participants BOY/EOY1,453 / 0 Assets BOY/EOY$0 / $0 2022 CSAA INSURANCE GROUP RETIREE HEALTH REIMBURSEMENT ARRANGEMENT - Plan #508 1,453 / 0 $0 / $0
2021 Plan NameCSAA INSURANCE GROUP CASH BALANCE RETIREMENT PLAN Plan #001 Participants BOY/EOY9,335 / 8,850 Assets BOY/EOY$1,247,969,453 / $1,027,246,646 2021 CSAA INSURANCE GROUP CASH BALANCE RETIREMENT PLAN - Plan #001 9,335 / 8,850 $1,247,969,453 / $1,027,246,646
2021 Plan NameCSAA INSURANCE GROUP 401(K) PLAN Plan #002 Participants BOY/EOY4,797 / 4,655 Assets BOY/EOY$644,619,064 / $751,937,629 2021 CSAA INSURANCE GROUP 401(K) PLAN - Plan #002 4,797 / 4,655 $644,619,064 / $751,937,629
2021 Plan NameCSAA INSURANCE GROUP HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY4,074 / 0 Assets BOY/EOY$0 / $0 2021 CSAA INSURANCE GROUP HEALTH AND WELFARE PLAN - Plan #501 4,074 / 0 $0 / $0
2021 Plan NameCSAA INSURANCE GROUP HEALTH REIMBURSEMENT ARRANGEMENT Plan #508 Participants BOY/EOY1,362 / 0 Assets BOY/EOY$0 / $0 2021 CSAA INSURANCE GROUP HEALTH REIMBURSEMENT ARRANGEMENT - Plan #508 1,362 / 0 $0 / $0
2020 Plan NameCSAA INSURANCE GROUP CASH BALANCE RETIREMENT PLAN Plan #001 Participants BOY/EOY9,404 / 9,335 Assets BOY/EOY$1,229,640,548 / $1,247,969,453 2020 CSAA INSURANCE GROUP CASH BALANCE RETIREMENT PLAN - Plan #001 9,404 / 9,335 $1,229,640,548 / $1,247,969,453
2020 Plan NameCSAA INSURANCE GROUP 401(K) PLAN Plan #002 Participants BOY/EOY4,861 / 4,797 Assets BOY/EOY$572,843,791 / $644,619,064 2020 CSAA INSURANCE GROUP 401(K) PLAN - Plan #002 4,861 / 4,797 $572,843,791 / $644,619,064
2020 Plan NameCSAA INSURANCE GROUP HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY3,785 / 0 Assets BOY/EOY$0 / $0 2020 CSAA INSURANCE GROUP HEALTH AND WELFARE PLAN - Plan #501 3,785 / 0 $0 / $0
2020 Plan NameCSAA INSURANCE GROUP HEALTH REIMBURSEMENT ARRANGEMENT Plan #508 Participants BOY/EOY1,395 / 0 Assets BOY/EOY$0 / $0 2020 CSAA INSURANCE GROUP HEALTH REIMBURSEMENT ARRANGEMENT - Plan #508 1,395 / 0 $0 / $0
2019 Plan NameCSAA INSURANCE GROUP CASH BALANCE RETIREMENT PLAN Plan #001 Participants BOY/EOY9,307 / 9,404 Assets BOY/EOY$939,565,158 / $1,229,640,548 2019 CSAA INSURANCE GROUP CASH BALANCE RETIREMENT PLAN - Plan #001 9,307 / 9,404 $939,565,158 / $1,229,640,548
2019 Plan NameCSAA INSURANCE GROUP 401(K) PLAN Plan #002 Participants BOY/EOY4,839 / 4,861 Assets BOY/EOY$476,785,951 / $572,843,791 2019 CSAA INSURANCE GROUP 401(K) PLAN - Plan #002 4,839 / 4,861 $476,785,951 / $572,843,791
2019 Plan NameCSAA INSURANCE GROUP HEALTH REIMBURSEMENT ARRANGEMENT Plan #508 Participants BOY/EOY1,405 / 0 Assets BOY/EOY$0 / $0 2019 CSAA INSURANCE GROUP HEALTH REIMBURSEMENT ARRANGEMENT - Plan #508 1,405 / 0 $0 / $0
2019 Plan NameCSAA INSURANCE GROUP HEALTH AND WELFARE PLAN Plan #501 Participants BOY/EOY3,839 / 0 Assets BOY/EOY$0 / $0 2019 CSAA INSURANCE GROUP HEALTH AND WELFARE PLAN - Plan #501 3,839 / 0 $0 / $0
Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• Arizona Corporation Commission • U.S. Department of Labor
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