2023 Form 5500 filing — California Teachers Association Employees Retirement Benefits 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 20241015191049NAL0029460737001) for California Teachers Association Employees Retirement Benefits Plan, reported by Board Of Trustees Of California Teachers Assoc Employees Retirement under EIN 68-0427229 and plan number 001. It reports 1,388 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015191049NAL0029460737001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of California Teachers Assoc Employees Retirement
- EIN
- 68-0427229
- Plan number
- 001
- Location
- Pleasanton, CA
- Participants
- 1,388
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $393,857,579
- Total liabilities (EOY)
- $134,929
- Net assets (EOY)
- $393,722,650
- Employer contributions
- $33,428,332
- Total income / additions
- $72,095,078
- Benefits paid
- $42,934,007
- Administrative expenses
- $1,665,622
- Total expenses
- $44,599,629
- Net increase / (decrease)
- $27,495,449
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys Administrators, Inc. | NONE | $252,573 | not reported in the loaded dataset |
| Lsv International | NONE | $222,447 | not reported in the loaded dataset |
| Hanson Bridgett, Llp | NONE | $211,747 | not reported in the loaded dataset |
| Wellington Management Company Llp | NONE | $195,152 | $0 |
| Horizon Actuarial Services, LLC | NONE | $136,086 | not reported in the loaded dataset |
| R.V. Kuhns & Associates Inc. | NONE | $108,750 | not reported in the loaded dataset |
| Withumsmith+Brown, Pc | NONE | $80,303 | not reported in the loaded dataset |
| Dodge & Cox | NONE | $77,894 | $0 |
| Ironsides Offshore Co-Inv. Fund Vi | NONE | $0 | $71,689 |
| Us Bank | NONE | $69,339 | $0 |
| Rreef | NONE | $55,072 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $33,399 | $0 |
| Ironsides Direct Investment Fund Iv | NONE | $0 | $20,370 |
| Stephen Horn Insurance Company | NONE | $0 | $12,781 |