2023 Form 5500 filing — California School Employees Association Retiree Medical Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250305112229NAL0005180499001) for California School Employees Association Retiree Medical Plan, reported by California School Employees Association under EIN 94-1301733 and plan number 501. It reports 477 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$77.5MReported net assets$77,470,332
Participants477
Provider compensation$119.2K3 Schedule C row(s)$119,206
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250305112229NAL0005180499001
- Plan sponsor
- California School Employees Association
- EIN
- 94-1301733
- Plan number
- 501
- Location
- San Jose, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$77.5M total assets
Net assets$77.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $77,470,332
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $77,470,332
- Total income / additions
- $11,990,096
- Benefits paid
- $0
- Administrative expenses
- $119,206
- Total expenses
- $119,206
- Net increase / (decrease)
- $11,870,890
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Concurrent Investment Advisors Inc. | NONE | $70,405 | not reported in the loaded dataset |
| Milliman | NONE | $31,200 | not reported in the loaded dataset |
| Principal Custody Solutions | NONE | $17,601 | not reported in the loaded dataset |