Original filing (PDF)20251015032513NAL0005355216001

BOARD OF TRUSTEES, CALIFORNIA INSTITUTE OF TECHNOLOGY

Name: BOARD OF TRUSTEES, CALIFORNIA INSTITUTE OF TECHNOLOGY — THE CALTECH RETIREE HEALTH AND LIFE BENEFITS PROGRAM FOR JPL RETIREES, Form 5500 (2024)
Creator: BOARD OF TRUSTEES, CALIFORNIA INSTITUTE OF TECHNOLOGY

Form 5500

FILING_RECEIVED

THE CALTECH RETIREE HEALTH AND LIFE BENEFITS PROGRAM FOR JPL RETIREES

Health & welfare plan

Signals · 1

7 service providers

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$491.3M

Net assets (EOY)

$276.2M

How this plan invests

This plan

3 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, CALIFORNIA INSTITUTE OF TECHNOLOGY.

Plan sponsor

Name

BOARD OF TRUSTEES, CALIFORNIA INSTITUTE OF TECHNOLOGY

EIN

37-6581075

Address

1843 HOTEL CIR S STE 300 · SAN DIEGO, CA · 92108

Phone

(888) 276-0250

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

603

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4D · Dental

4E · Vision

4Q · Other

Audit & trust (Schedule H)

Auditor

MILLER KAPLAN ARASE LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

7 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERCER INVESTMENT MANAGEMENT	30-0282430	—	NONE	$581K	—
APTIA INSURANCE SERVICES GROUP, LLC	93-1669497	—	NONE	$176K	—
RISK PROGRAM ADMINISTRATORS LLC	30-0837669	—	NONE	$120K	—
MILLER KAPLAN ARASE LLP	95-2036255	—	NONE	$41K	—
MERCER HEALTH & BENEFITS ADMIN. LLC	20-3640590	—	NONE	$15K	—
NORTHERN TRUST

Investments

3 pooled funds· $173.3M(35% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Investment	Type	Current value	% of plan
STATE STREET S&P 500 IND NONLENDING STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-6625099 / PN 001	Common Collective Trust	$67.1M	13.7%
LONG US GOV BOND IND NONLENDING CTF STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-6928353 / PN 001	Common Collective Trust	$53.2M	10.8%

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