Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION
EIN 94-1301733political organizationLatest filing 2025
Plans
7
Retirement
2
$315.7M assets
Welfare
5
$26.7M premiums
Participants
144,632
2045 LUNDY AVENUE - SAN JOSE, CA 95131408-473-1000csea.comLinkedIn201-500 employeespolitical organization
Retirement portfolio analytics
2 plans aggregated / $315.7M assets / 1,119 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
87%top
- (Not disclosed)87%
- MILLIMAN, INC.13%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $26.7M premiums / 144,360 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$9.1M
- Life$9.1M
- Prescription drug$9.1M
- Long-term disability$105K
Carrier market share
Premium dollars by Schedule A carrier
99%top
- CALIFORNIA VALUED TRUST99%
- CALIFORNIA PHYSICIANS SERVICE1%
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$17.2M
Covered lives142,736
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 # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION RETIREMENT PLAN | TraditionalDB | $273.5M | 733 | 2025 | |
| 004 | CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION 401(K) PLAN | 401k | $42.1M | 386 | 2024 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 530 | CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION MEMBER WELFARE PLAN | Fully Insured | AMERICAN FIDELITY ASSURANCE COMPANY | $17.2M | 142,736 | 2024 | |
| 501 | CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION RETIREE MEDICAL PLAN | Fully Insured | CALIFORNIA VALUED TRUST | $9.1M | 504 | 2025 | |
| 502 | CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION HEALTH AND WELFARE BENEFITS | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $301K | 333 | 2024 | |
| 531 | CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION DISABILITY PLAN | Fully Insured | CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION | $105K | 273 | 2025 | |
| 508 | CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION GROUP ANNUITY LIFE | Fully Insured | AMERICAN UNITED LIFE INSURANCE COMPANY | $24K | 514 | 2024 |
Retirement plans
Welfare plans