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Sponsor portfolioTH

CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION

EIN 94-1301733-political organization-Latest filing 2025
Plans
7
Retirement
2
$315.7M assets
Welfare
5
$27.9M premiums
Participants
148,676
2045 LUNDY AVENUE - SAN JOSE, CA 95131408-473-1000csea.comLinkedIn201-500 employeespolitical organization
Plans on this EIN
7 filings
#001TraditionalDB-$273.5M - 733 part#004401k-$42.1M - 386 part#530Fully Insured-$18.3M - 146,780 lives#501Fully Insured-$9.1M - 504 lives#502Fully Insured-$301K - 333 lives#531Fully Insured-$105K - 273 lives#508Fully Insured-$24K - 514 lives

Retirement portfolio analytics

2 plans aggregated / $315.7M assets / 1,119 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • ASSOCIATION RETIREMENT PLAN (#001)87%
  • EMPLOYEES ASSOCIATION 401(K) (#004)13%
Total $315.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
87%top
  • (Not disclosed)87%
  • MILLIMAN, INC.13%
Total $315.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSOCIATION RETIREMENT PLAN (#001)733
  • EMPLOYEES ASSOCIATION 401(K) (#004)386
Total 1,119Click row to drill in

Benefits portfolio analytics

5 plans / $27.9M premiums / 148,404 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$17.4M
  • Short-term disability$17.3M
  • Life$10.0M
  • Health$9.1M
  • Prescription drug$9.1M
  • Dental$944K
  • +2 more
Total $27.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • AMERICAN FIDELITY ASSURANCE COMPANY63%
  • CALIFORNIA VALUED TRUST33%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • CALIFORNIA PHYSICIANS SERVICE0%
  • VISION SERVICE PLAN0%
  • +1 more
Total $27.5M6 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • FORREST T JONES AND COMPANY, INC51%
  • UNITED INSURANCE PARTNERS, LLC.49%
Total $187K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION RETIREMENT PLAN

TraditionalDB

Assets$273.5M
Participants733
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION 401(K) PLAN

401k

Assets$42.1M
Participants386
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#530

CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION MEMBER WELFARE PLAN

Fully Insured - AMERICAN FIDELITY ASSURANCE COMPANY

Premiums$18.3M
Covered lives146,780
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION RETIREE MEDICAL PLAN

Fully Insured - CALIFORNIA VALUED TRUST

Premiums$9.1M
Covered lives504
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION HEALTH AND WELFARE BENEFITS

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$301K
Covered lives333
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#531

CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION DISABILITY PLAN

Fully Insured - CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION

Premiums$105K
Covered lives273
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION GROUP ANNUITY LIFE

Fully Insured - AMERICAN UNITED LIFE INSURANCE COMPANY

Premiums$24K
Covered lives514
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION RETIREMENT PLANTraditionalDB$273.5M7332025
004CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION 401(K) PLAN401k$42.1M3862024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
530CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION MEMBER WELFARE PLANFully InsuredAMERICAN FIDELITY ASSURANCE COMPANY$18.3M146,7802025
501CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION RETIREE MEDICAL PLANFully InsuredCALIFORNIA VALUED TRUST$9.1M5042025
502CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION HEALTH AND WELFARE BENEFITSFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$301K3332024
531CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION DISABILITY PLANFully InsuredCALIFORNIA SCHOOL EMPLOYEES ASSOCIATION$105K2732025
508CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION GROUP ANNUITY LIFEFully InsuredAMERICAN UNITED LIFE INSURANCE COMPANY$24K5142024
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