California School Employees Association Retirement Plan — Form 5500 plan (California School Employees 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 School Employees Association Retirement Plan is a benefit plan reported by California School Employees Association under EIN 94-1301733 and plan number 001. The latest loaded filing year is 2023. The filing reports 711 participants and $260,067,771 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- California School Employees Association
- EIN
- 94-1301733
- Plan number
- 001
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 711
- End-of-year plan assets
- $260,067,771
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 711 | H, C | 20250305112332NAL0008553809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $260,067,771
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $260,067,771
- Net assets (BOY)
- $233,476,996
Income & contributions
- Employer contributions
- $5,000,000
- Total contributions
- $5,000,000
- Total income / additions
- $41,185,236
Expenses & distributions
- Benefits paid
- $14,104,307
- Administrative expenses
- $490,154
- Total expenses
- $14,594,461
- Net increase / (decrease)
- $26,590,775
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Meketa | NONE | $293,241 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $102,189 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $94,724 | not reported in the loaded dataset | 2023 |