California School Employees Association Retiree Medical 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 Retiree Medical Plan is a benefit plan reported by California School Employees Association under EIN 94-1301733 and plan number 501. The latest loaded filing year is 2023. The filing reports 477 participants and $77,470,332 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$77.5MPlan net assets, end of year$77,470,332
Participants477Covered participants reported
Assets / participant$162.4KComputed: assets ÷ participants$162,412 (computed)
Provider compensation$119.2K3 Schedule C provider row(s)$119,206
- Plan sponsor
- California School Employees Association
- EIN
- 94-1301733
- Plan number
- 501
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 477 | H, C | 20250305112229NAL0005180499001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$77.5M total assets
Net assets$77.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $77,470,332
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $77,470,332
- Net assets (BOY)
- $65,599,442
Income & contributions
- Total contributions
- $0
- Total income / additions
- $11,990,096
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $119,206
- Total expenses
- $119,206
- Net increase / (decrease)
- $11,870,890
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets0%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Concurrent Investment Advisors Inc. | NONE | $70,405 | not reported in the loaded dataset | 2023 |
| Milliman | NONE | $31,200 | not reported in the loaded dataset | 2023 |
| Principal Custody Solutions | NONE | $17,601 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for California School Employees Association
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- Concurrent Investment Advisors Inc. — Schedule C compensation
- Milliman — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation