# California School Employees Association Health & Welfare Plan
Source: https://planprovider.pro/companies/california-school-employees-association-941301733-501

> California School Employees Association's Health & Welfare plan: 275 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** California School Employees Association

- **Sponsor EIN:** 941301733

- **Sponsor Address:** 2045 LUNDY AVENUE, SAN JOSE, CA, 95131

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 275

- **Total Assets:** $85.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|275|$85.3M|$0|$0|

| 2023|268|$77.5M|$0|$0|

| 2022|243|$65.6M|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CONCURRENT INVESTMENT ADVISORS INC.|Investment Advisor|$81,113|—|$81,113|

| MILLIMAN|Actuary|$37,900|—|$37,900|

| PRINCIPAL CUSTODY SOLUTIONS|Custodian / Trustee|$20,234|—|$20,234|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CONCURRENT INVESTMENT ADVISORS INC.](https://planprovider.pro/provider/concurrent-investment-advisors-llc) — Investment Advisor

- [MILLIMAN](https://planprovider.pro/provider/milliman) — Actuary

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $139,247

- **Estimated Expense Ratio:** 0.163% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$139,247|$81,113|—|—|—|

| 2023|$119,206|$70,405|—|—|—|

| 2022|$87,495|$61,916|—|—|$25,579|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/california-school-employees-association-941301733-501)

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