2025-06-24T17:06:33-05:00 2024-12-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2024-01-01 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 2025-06-23 1 1 AMANDA H WILLIAMS P01281212 9166466464 2025-06-23 2024 2025-03-06 01:10:19Z CLAY A JACKSON 8863 GREENBACK LANE 211 ORANGEVALE CA 95662 26634252 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. 9 9 0 21 0 0 0 0 2598844 2537046 647110 216047 0 0 3245954 2753093 0 0 0 0 0 0 0 0 0 2080814 1455018 2080814 1455018 1165140 1298075 31606614 32224735 5448261 4629926 26158353 27594809 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 1236767 2537046 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. 1236767 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 9 9 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 MELISSA CLEBORNE 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 STATREGIES COMPANY 160 FEDERAL STREET BOSTON MA 02110 INSURANCE BROKER 478957 AFFINITY GROUP ADMINISTRATORS 8863 GREENBACK LANE 211 ORANGEVALE CA 95662 PROGRAM ADMINISTRATION 342050 ACCLAMATION INSURANCE MANAGEMENT SERVICE 10445 OLD PLACERVILLE RD SACRAMENTO CA 95827 CLAIMS HANDLING 240000 MORGAN STANLEY 21250 HAWTHORNE BLVD TORRANCE CA 90503 INVESTMENT BROKER 150000 ALLIED MANAGED CARE 10446 OLD PLACERVILLE RD SACRAMENTO CA 95827 BILL AND UTILIZATION REVIEW 103620 5 MEMBER CONTR. SELF-INSURANCE 524298 2922577 2922577 CLAIMS REFUND 900099 153945 153945 CEDED PREMIUMS 524298 -539476 -539476 2537046 189616 189616 23907590 23881159 26431 26431 26431 2753093 2537046 0 216047 X 12451 10583 1868 98800 83980 14820 150167 127642 22525 557281 473689 83592 52654 44756 7898 14659 12460 2199 ADMIN FEES 342048 290743 51305 CLAIMS HANDLING 226958 192914 34044 1455018 1236767 218251 0 47452 188453 1193500 568958 183888 193037 153427 38544 3645089 4088668 22025995 23098408 4357263 4048667 31606614 32224735 61547 62902 5386714 4567024 5448261 4629926 X 0 0 125000 125000 26033353 27469809 26158353 27594809 31606614 32224735 X 1298075 1638381 -1500000 X X 1 X 0 0 0 0 OTHER SECURITIES 23098408 F 23098408 SECURITY DEPOSITS 3766543 EXCESS OSIP FUNDS 282124 4048667 PAYABLE TO MEMBERS 226471 INCURRED LOSS PAYABLE 1780601 INCURRED BUT NOT REPORTED 1164187 ULAE 533194 MEMBER SECURITY DEPOSITS 862571 4567024 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. THE DOCUMENTS ARE AVAILABLE TO ALL MEMBERS OF CUSIG AND STATE AND FEDERAL REGULATORS. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 473,689. MANAGEMENT AND GENERAL EXPENSES 83,592. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 557,281. FORM 990, PART XI, LINE 9: RETURN OF EXCESS MEMBER CONTRIBUTIONS -1,500,000. 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.