California Teachers Association Economic Benefits Trust Member Welfare Benefit 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 Economic Benefits Trust Member Welfare Benefit Plan is a benefit plan reported by California Teachers Association under EIN 94-0362310 and plan number 590. The latest loaded filing year is 2023. The filing reports 321,602 participants and $178,060,504 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
- 590
- Plan type
- 2
- Location
- Burlingame, CA
- Latest filing year
- 2023
- Participants
- 321,602
- End-of-year plan assets
- $178,060,504
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 321,602 | H, C | 20250611110521NAL0015880961001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $178,060,504
- Total liabilities (EOY)
- $1,665,328
- Net assets (EOY)
- $176,395,176
- Net assets (BOY)
- $171,216,677
Income & contributions
- Participant contributions
- $48,326,298
- Total contributions
- $48,326,298
- Total income / additions
- $60,746,627
Expenses & distributions
- Benefits paid
- $53,320,717
- Administrative expenses
- $2,247,411
- Total expenses
- $55,568,128
- Net increase / (decrease)
- $5,178,499
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hyatt Regency Orange County | NONE | $443,367 | not reported in the loaded dataset | 2023 |
| Hyatt Regency San Francisco Airport | NONE | $213,833 | not reported in the loaded dataset | 2023 |
| Lahlouh | NONE | $194,631 | not reported in the loaded dataset | 2023 |
| Calm.Com, Inc. | NONE | $184,000 | not reported in the loaded dataset | 2023 |
| Hilton Orange County | NONE | $121,898 | not reported in the loaded dataset | 2023 |
| Corporate Production Group | NONE | $115,281 | not reported in the loaded dataset | 2023 |
| Marriott Business Services | NONE | $90,185 | not reported in the loaded dataset | 2023 |
| Rv Kuhns & Associates, Inc. | NONE | $85,344 | not reported in the loaded dataset | 2023 |
| Deloitte & Touche Llp | NONE | $70,000 | not reported in the loaded dataset | 2023 |
| Mercer Health & Benefits LLC | NONE | $54,821 | not reported in the loaded dataset | 2023 |
| Hr San Fran Airport | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Alliant Insurance Services, Inc. | NONE | $49,636 | not reported in the loaded dataset | 2023 |
| Abila | NONE | $48,300 | not reported in the loaded dataset | 2023 |
| Us Bank | NONE | $44,536 | not reported in the loaded dataset | 2023 |
| Bush Gottlieb | NONE | $37,833 | not reported in the loaded dataset | 2023 |
| Print2assist, Inc. | NONE | $32,085 | not reported in the loaded dataset | 2023 |
| Deloitte Tax Llp | NONE | $27,825 | not reported in the loaded dataset | 2023 |
| Susan Green | NONE | $26,881 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $15,696 | not reported in the loaded dataset | 2023 |
| Rael & Letson | NONE | $13,600 | not reported in the loaded dataset | 2023 |
| Advanced Global Logistics | NONE | $10,883 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for California Teachers Association
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Burlingame, CA
- Hyatt Regency Orange County — Schedule C compensation
- Hyatt Regency San Francisco Airport — Schedule C compensation
- Lahlouh — Schedule C compensation
- Calm.Com, Inc. — Schedule C compensation
- Hilton Orange County — Schedule C compensation
- Corporate Production Group — Schedule C compensation
- Marriott Business Services — Schedule C compensation
- Rv Kuhns & Associates, Inc. — Schedule C compensation
- Deloitte & Touche Llp — Schedule C compensation
- Mercer Health & Benefits LLC — Schedule C compensation
- Hr San Fran Airport — Schedule C compensation
- Alliant Insurance Services, Inc. — Schedule C compensation
- Abila — Schedule C compensation
- Us Bank — Schedule C compensation
- Bush Gottlieb — Schedule C compensation
- Print2assist, Inc. — Schedule C compensation
- Deloitte Tax Llp — Schedule C compensation
- Susan Green — Schedule C compensation
- Mercer — Schedule C compensation
- Rael & Letson — Schedule C compensation
- Advanced Global Logistics — Schedule C compensation