Montecito Retirement Association at 300 Hot Springs Rd, Montecito, Ca 93108 lists Brian Mccague of Santa Barbara, CA and Glynn Caberte of Montecito, CA.
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Brian Mccague
Individual Agent
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1330 PEPPER LN, MONTECITO, CA 93108
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Brian Mccague
CEO
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300 HOT SPRINGS RD, SANTA BARBARA, CA 93108
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Glynn Caberte
Chief Financial Officer
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300 HOT SPRINGS RD, MONTECITO, CA 93108
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Victoria Hazard
Secretary
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2035 BIRNAM WOOD DR, MONTECITO, CA 93108
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300 HOT SPRINGS RD, MONTECITO, CA 93108
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300 HOT SPRINGS RD, SANTA BARBARA, CA 93108
(Mailing)
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NameCASA DORINDA HEALTH AND WELFARE BENEFITS PLAN Plan #501 Participants BOY/EOY205 / 0 Assets BOY/EOY$0 / $0 | 2022 | CASA DORINDA HEALTH AND WELFARE BENEFITS PLAN - Plan #501 | 205 / 0 | $0 / $0 |
| 2021 | Plan NameCASA DORINDA HEALTH AND WELFARE BENEFITS PLAN Plan #501 Participants BOY/EOY215 / 0 Assets BOY/EOY$0 / $0 | 2021 | CASA DORINDA HEALTH AND WELFARE BENEFITS PLAN - Plan #501 | 215 / 0 | $0 / $0 |
| 2020 | Plan NameCASA DORINDA WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY208 / 0 Assets BOY/EOY$0 / $0 | 2020 | CASA DORINDA WELFARE BENEFIT PLAN - Plan #501 | 208 / 0 | $0 / $0 |
| 2019 | Plan NameCASA DORINDA WELFARE BENEFIT PLAN Plan #501 Participants BOY/EOY208 / 0 Assets BOY/EOY$0 / $0 | 2019 | CASA DORINDA WELFARE BENEFIT PLAN - Plan #501 | 208 / 0 | $0 / $0 |
| Year | # of Emps | Contributions | Revenue | Expenses | Assets EOY | Liabilities | ||
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| 2022 | # of Emps378 Contributions$1,066,909 Revenue$36,999,925 Expenses$35,714,026 Assets EOY$152,711,522 Liabilities$120,099,510 | 2022 | 378 | $1,066,909 | $36,999,925 | $35,714,026 | $152,711,522 | $120,099,510 |
| 2021 | # of Emps329 Contributions$913,702 Revenue$32,824,214 Expenses$31,376,245 Assets EOY$155,694,158 Liabilities$120,080,747 | 2021 | 329 | $913,702 | $32,824,214 | $31,376,245 | $155,694,158 | $120,080,747 |
| 2020 | # of Emps330 Contributions$671,061 Revenue$29,919,706 Expenses$29,123,983 Assets EOY$147,965,717 Liabilities$115,112,201 | 2020 | 330 | $671,061 | $29,919,706 | $29,123,983 | $147,965,717 | $115,112,201 |
| 2019 | # of Emps346 Contributions$757,072 Revenue$28,938,264 Expenses$27,287,288 Assets EOY$123,201,859 Liabilities$93,405,681 | 2019 | 346 | $757,072 | $28,938,264 | $27,287,288 | $123,201,859 | $93,405,681 |
| 2018 | # of Emps361 Contributions$3,830,129 Revenue$32,579,232 Expenses$26,037,780 Assets EOY$103,422,491 Liabilities$77,973,674 | 2018 | 361 | $3,830,129 | $32,579,232 | $26,037,780 | $103,422,491 | $77,973,674 |
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The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor Internal Revenue Service