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