2023 Form 5500 filing — California Teachers Association Economic Benefits Trust Member Welfare Benefit 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 20250611110521NAL0015880961001) for California Teachers Association Economic Benefits Trust Member Welfare Benefit Plan, reported by California Teachers Association under EIN 94-0362310 and plan number 590. It reports 321,602 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250611110521NAL0015880961001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- California Teachers Association
- EIN
- 94-0362310
- Plan number
- 590
- Location
- Burlingame, CA
- Participants
- 321,602
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $178,060,504
- Total liabilities (EOY)
- $1,665,328
- Net assets (EOY)
- $176,395,176
- Participant contributions
- $48,326,298
- Total income / additions
- $60,746,627
- Benefits paid
- $53,320,717
- Administrative expenses
- $2,247,411
- Total expenses
- $55,568,128
- Net increase / (decrease)
- $5,178,499
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hyatt Regency Orange County | NONE | $443,367 | not reported in the loaded dataset |
| Hyatt Regency San Francisco Airport | NONE | $213,833 | not reported in the loaded dataset |
| Lahlouh | NONE | $194,631 | not reported in the loaded dataset |
| Calm.Com, Inc. | NONE | $184,000 | not reported in the loaded dataset |
| Hilton Orange County | NONE | $121,898 | not reported in the loaded dataset |
| Corporate Production Group | NONE | $115,281 | not reported in the loaded dataset |
| Marriott Business Services | NONE | $90,185 | not reported in the loaded dataset |
| Rv Kuhns & Associates, Inc. | NONE | $85,344 | not reported in the loaded dataset |
| Deloitte & Touche Llp | NONE | $70,000 | not reported in the loaded dataset |
| Mercer Health & Benefits LLC | NONE | $54,821 | not reported in the loaded dataset |
| Hr San Fran Airport | NONE | $50,000 | not reported in the loaded dataset |
| Alliant Insurance Services, Inc. | NONE | $49,636 | not reported in the loaded dataset |
| Abila | NONE | $48,300 | not reported in the loaded dataset |
| Us Bank | NONE | $44,536 | not reported in the loaded dataset |
| Bush Gottlieb | NONE | $37,833 | not reported in the loaded dataset |
| Print2assist, Inc. | NONE | $32,085 | not reported in the loaded dataset |
| Deloitte Tax Llp | NONE | $27,825 | not reported in the loaded dataset |
| Susan Green | NONE | $26,881 | not reported in the loaded dataset |
| Mercer | NONE | $15,696 | not reported in the loaded dataset |
| Rael & Letson | NONE | $13,600 | not reported in the loaded dataset |
| Advanced Global Logistics | NONE | $10,883 | not reported in the loaded dataset |