California Teachers Association 401(K) Plan — Form 5500 plan (California Teachers Association)
Plain-English plan 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, California Teachers Association 401(K) Plan is a benefit plan reported by California Teachers Association under EIN 94-0362310 and plan number 002. The latest loaded filing year is 2023. The filing reports 504 participants and $148,057,839 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- California Teachers Association
- EIN
- 94-0362310
- Plan number
- 002
- Plan type
- 2
- Location
- Burlingame, CA
- Latest filing year
- 2023
- Participants
- 504
- End-of-year plan assets
- $148,057,839
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 504 | H, C | 20241014115700NAL0014878867001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $148,057,839
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $148,057,839
- Net assets (BOY)
- $129,825,919
Income & contributions
- Employer contributions
- $1,946,790
- Participant contributions
- $5,244,746
- Total contributions
- $7,703,783
- Total income / additions
- $30,836,075
Expenses & distributions
- Benefits paid
- $12,490,911
- Administrative expenses
- $113,244
- Total expenses
- $12,604,155
- Net increase / (decrease)
- $18,231,920
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $100,071 | $0 | 2023 |
| Us Bank | BROKERAGE SERVICES | $13,173 | not reported in the loaded dataset | 2023 |