2023 Form 5500 filing — California School Employees Association Retirement 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 20250305112332NAL0008553809001) for California School Employees Association Retirement Plan, reported by California School Employees Association under EIN 94-1301733 and plan number 001. It reports 711 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250305112332NAL0008553809001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- California School Employees Association
- EIN
- 94-1301733
- Plan number
- 001
- Location
- San Jose, CA
- Participants
- 711
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $260,067,771
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $260,067,771
- Employer contributions
- $5,000,000
- Total income / additions
- $41,185,236
- Benefits paid
- $14,104,307
- Administrative expenses
- $490,154
- Total expenses
- $14,594,461
- Net increase / (decrease)
- $26,590,775
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Meketa | NONE | $293,241 | not reported in the loaded dataset |
| Milliman | NONE | $102,189 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $94,724 | not reported in the loaded dataset |