2024-10-28T17:00:16-05:00 2023-12-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2023-01-01 200406647 CREDIT UNION SELF-INSURED GROUP OF CALIFORNIA CO AFFINITY GROUP ADMINSTRS CRED 9169833387 8863 GREENBACK LANE 211 ORANGEVALE CA 95662 CLAY JACKSON GROUP ADMINISTRATOR 9169833387 2024-10-25 1 1 AMANDA H WILLIAMS P01281212 9166466464 2024-10-25 2023 2024-10-15 13:58:12Z CLAY A JACKSON 8863 GREENBACK LANE 211 ORANGEVALE CA 95662 15800865 0 X WWW.CUSIG.ORG X 2003 CA AS AN ORGANIZATION ESTABLISHED FOR THE EXCLUSIVE SUPPORT OF EXEMPT CREDIT UNIONS, IT PROVIDES CALIFORNIA CREDIT UNIONS WITH LOW-COST ALTERNATIVE TO WORKERS' COMPENSATION INSURANCE. 8 8 0 21 0 0 0 0 2085044 2598844 217205 647110 0 0 2302249 3245954 0 0 0 0 0 0 0 0 0 1353419 2080814 1353419 2080814 948830 1165140 30294565 31606614 6953105 5448261 23341460 26158353 AS AN ORGANIZATION ESTABLISHED FOR THE EXCLUSIVE SUPPORT OF EXEMPT CREDIT UNIONS, IT PROVIDES CALIFORNIA CREDIT UNIONS WITH LOW-COST ALTERNATIVE TO WORKERS' COMPENSATION INSURANCE. 0 0 1768692 2598844 AS SUPPORT ORGANIZATION ESTABLISHED FOR THE EXCLUSIVE SUPPORT OF EXEMPT CREDIT UNIONS, THE ORGANIZATION PROVIDES CALIFORNIA CREDIT UNIONS WITH A LOW COST ALTERNATIVE TO WORKERS' COMPENSATION INSURANCE. 1768692 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 CA X CLAY A JACKSON 9169833387 8863 GREENBACK LANE 211 ORANGEVALE CA 95662 X RAQUEL FLORES CHAIR 0.50 X X 0 0 0 CHRIS HARRIS VICE CHAIR 0.50 X X 0 0 0 JANET MAINENTI SECRETARY 0.50 X X 0 0 0 HUDSON LEE TREASURER 0.50 X X 0 0 0 LEEANNE GIBLIN MEMBER AT LARGE 0.50 X 0 0 0 TOM GRAY MEMBER AT LARGE 0.50 X 0 0 0 LISA PESTA MEMBER AT LARGE 0.50 X 0 0 0 MARK MANNS MEMBER AT LARGE 0.50 X 0 0 0 0 0 0 0 0 0 0 RISK STRATEGIES COMPANY 160 FEDERAL STREET BOSTON MA 02110 BROKER 371009 AFFINITY GROUP ADMINISTRATORS 8863 GREENBACK LANE 211 ORANGEVALE CA 95662 PROGRAM ADMINISTRATION 333996 ACCLAMATION INSURANCE MANAGEMENT SERVICE 10445 OLD PLACERVILLE RD SACRAMENTO CA 95827 CLAIMS HANDLING 161483 MORGAN STANLEY 21250 HAWTHORNE BLVD TORRANCE CA 90503 INVESTMENT BROKER 149000 4 MEMBER CONTR. SELF-INSURANCE 524298 3118614 3118614 CEDED PREMIUMS 524298 -519770 -519770 2598844 936182 936182 12265839 12554911 -289072 -289072 -289072 3245954 2598844 0 647110 X 11458 9739 1719 100920 85782 15138 142485 121112 21373 541245 460058 81187 45625 38781 6844 14659 12460 2199 CLAIMS EXPENSE 641493 545269 96224 ADMIN FEES 333996 283897 50099 CLAIMS HANDLING 247167 210092 37075 MISCELLANEOUS FEES 1766 1502 264 2080814 1768692 312122 0 664409 47452 754278 1193500 288347 183888 31754 153427 3029133 3645089 21007547 22025995 4519097 4357263 30294565 31606614 27880 61547 6925225 5386714 6953105 5448261 X 0 0 125000 125000 23216460 26033353 23341460 26158353 30294565 31606614 1165140 1651753 0 X X 1 X 0 0 0 0 OTHER SECURITIES 22025995 F 22025995 SECURITY DEPOSITS 4357263 4357263 PAYABLE TO MEMBERS 136097 INCURRED LOSS PAYABLE 1346634 INCURRED BUT NOT REPORTED 2450805 ULAE 590607 MEMBER SECURITY DEPOSITS 862571 5386714 FORM 990, PART VI, SECTION A, LINE 3 DAY TO DAY PROGRAM ADMINISTRATION INCLUDING RECEIPTS AND DISBURSEMENTS PROCESSING WAS DELEGATED TO AFFINITY GROUP ADMINISTRATORS, 8863 GREENBACK LANE #211, ORANGEVALE, CA 95662. NO CUSIG OFFICERS OR EMPLOYEES WERE COMPENSATED BY THE MANAGEMENT COMPANY. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS COMPRISED OF CALIFORNIA CREDIT UNIONS. FORM 990, PART VI, SECTION A, LINE 7A ONLY ON LIMITED BASIS, PER THE BYLAWS. FORM 990, PART VI, SECTION A, LINE 8B NONE OF THE COMMITTEES HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD, AS THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE MANAGEMENT COMPANY BASED ON FINANCIAL STATEMENTS APPROVED BY THE GOVERNING BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 460,058. MANAGEMENT AND GENERAL EXPENSES 81,187. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 541,245. FORM 990, PART XII, LINE 2C: NEITHER THE PROCESS FOR OVERSIGHT OF THE FINANCIAL STATEMENT COMPILATION OR THE PROCESS FOR SELECTION OF AN INDEPENDENT ACCOUNTANT CHANGED FROM THE PRIOR YEAR.