CSAA Insurance Exchange Cash Balance Retirement Plan is a single-employer corporate pension fund located in Walnut Creek, California. Established in 1944, the plan provides retirement and pension benefits to the employees of CSAA Insurance Exchange, property and casualty insurance groups in the United States. The Plan's trustee is The Bank of New York Mellon/BNY Mellon. The assets of the plan are administered and managed by an executive management team.