CAHP Disability Plan Trust's EIN is 68-6069961.
Download the official 2024 Form 5500 (PDF) for CAHP Disability Plan Trust from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CAHP Disability Plan Trust's plan includes long-term disability.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GILBERT CPAS | 68-0037990 | — | CONTRACTOR | $18K | — |
| DANIEL G. BROWN | 94-3246763 | — | CONTRACTOR | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| US Gov't Money Market Fund, RBC Select Class | Cash / Money Market | — | $1.2M | $1.2M | 9.4% | |
| River City Bank 4.5500% interest, maturing 07/10/2025 | Bonds / Notes | — | $1.0M | $1.0M | 7.9% | |
| CALIFORNIA ST GO BDS GENERAL PURPOSE 7.350% interest, maturing 11/01/2039 | Bonds / Notes | — | $730K | $709K | 5.6% | |
| River City Bank | Other securities | — | $660K | $660K | 5.2% | |
| CAHP Credit Union 0.4000% interest, maturing 09/30/2025 | Bonds / Notes | — | $483K | $484K | 3.8% | |
| UNITED STATES TREASURY NOTE 0.375% interest, maturing 11/30/2025 | U.S. Treasuries | — | $331K | $362K | 2.9% | |
| CALIFORNIA ST WIDE CMNTYS FACS DIST NO 2018 02 REV 2023 5.000% interest, maturing 09/01/2038 | Bonds / Notes | — | $315K | $316K | 2.5% | |
| CALIFORNIA ST TAXABLE VAR GENERAL PURPOSE 7.300% interest, maturing 10/01/2039 | Bonds / Notes | — | $324K | $307K | 2.4% | |
| CALIFORNIA ST TAXABLE VAR GENERAL PURPOSE 2.650% interest, maturing 04/01/2026 | Bonds / Notes | — | $288K | $294K | 2.3% | |
| BANK OF THE WEST 0.000% interest, maturing 04/30/2025 | Bonds / Notes | — | $278K | $271K | 2.1% | |
| CAHP Credit Union 4.4300% interest, maturing 11/05/2025 | Bonds / Notes | — | $266K | $269K | 2.1% | |
| UNITED STATES TREASURY BOND 0.000% interest, maturing 11/15/2038 | U.S. Treasuries | — | $268K | $268K | 2.1% | |
| CALIFORNIA ST GO BDS GENERAL PURPOSE 7.625% interest, maturing 03/01/2040 | Bonds / Notes | — | $269K | $259K | 2.1% | |
| CAHP Credit Union 4.8200% interest, maturing 08/14/2026 | Bonds / Notes | — | $252K | $255K | 2.0% | |
| FIRST NATL BK OMAHA NEB 4.550% interest, maturing 02/18/2025 | Bonds / Notes | — | $250K | $250K | 2.0% | |
| GOLDMAN SACHS BK USA N Y 3.050% interest, maturing 04/06/2026 | Bonds / Notes | — | $246K | $243K | 1.9% | |
| JPMORGAN CHAS BK NA COLUMBUS OHIO 0.000% interest, maturing 04/30/2027 | Bonds / Notes | — | $270K | $236K | 1.9% | |
| FARMERS & MERCHANTS NB CD CLL 2.850% interest, maturing 06/21/2029 | Bonds / Notes | — | $246K | $234K | 1.9% | |
| CALIFORNIA ST TAXABLE - VARIOUS GENERAL PURPOSE 6.000% interest, maturing 03/01/2033 | Bonds / Notes | — | $213K | $213K | 1.7% | |
| CAHP Credit Union 4.8200% interest, maturing 01/27/2026 | Bonds / Notes | — | $207K | $209K | 1.7% | |
| TUSTIN CALIF CMNTY FACS DIST GENERAL PURPOSE REV A 5.000% interest, maturing 09/01/2037 | Bonds / Notes | — | $201K | $201K | 1.6% | |
| CAHP Credit Union 0.4000% interest, maturing 09/30/2025 | Bonds / Notes | — | $191K | $191K | 1.5% | |
| BEAUMONT CALIF FING AUTH LOC GENERAL PURPOSE REV 2015B 3.250% interest, maturing 09/01/2027 | Bonds / Notes | — | $170K | $168K | 1.3% | |
| STATE OF CALIFORNIA GENERAL PURPOSE 4.600% interest, maturing 04/01/2038 | Bonds / Notes | — | $158K | $154K | 1.2% | |
| CALIFORNIA ST GO BDS GENERAL PURPOSE 7.600% interest, maturing 11/01/2040 | Bonds / Notes | — | $156K | $149K | 1.2% | |
| ROSEVILLE CALF SPL TAX GENERAL PURPOSE REV 2023 4.250% interest, maturing 09/01/2038 | Bonds / Notes | — | $145K | $142K | 1.1% | |
| FOLSOM RANCH FING AUTH CALIF GENERAL PURPOSE REV 2017 5.000% interest, maturing 09/01/2037 | Bonds / Notes | — | $107K | $108K | 0.9% | |
| SAN DIEGO CALIF COMNTY FACS GENERAL PURPOSE REV 2013 5.000% interest, maturing 09/01/2031 | Bonds / Notes | — | $100K | $100K | 0.8% | |
| UNITED STATES TREASURY NOTE 4.125% interest, maturing 02/29/2027 | U.S. Treasuries | — | $100K | $100K | 0.8% | |
| FIRST PREMIER BK SIOUX FALLS 2.700% interest, maturing 04/11/2025 | Bonds / Notes | — | $100K | $100K | 0.8% | |
| CALIFORINA ST TAXABLE - VARIOUS GENERAL PURPOSE 5.125% interest, maturing 03/01/2038 | Bonds / Notes | — | $100K | $98K | 0.8% | |
| CHINO CALIF PUB FING AUTH REV GENERAL PURPOSE REV 2016A 2.625% interest, maturing 09/01/2028 | Bonds / Notes | — | $99K | $95K | 0.7% | |
| CALIFORNIA ST WIDE CMNTYS GENERAL PURPOSE REV 2015 R1 4.125% interest, maturing 09/02/2029 | Bonds / Notes | — | $90K | $90K | 0.7% | |
| PERRIS CALIF JT PWRS AUTH LOC GENERAL PURPOSE REV 2015C 3.625% interest, maturing 09/01/2025 | Bonds / Notes | — | $85K | $85K | 0.7% | |
| SAN BERNARDINO CNTY CALIF SPL LYTLE CREEK NORTH REV 2015 4.000% interest, maturing 09/01/2035 | Bonds / Notes | — | $78K | $78K | 0.6% | |
| UNITED STATES TREASURY NOTE 2.750% interest, maturing 02/18/2025 | U.S. Treasuries | — | $61K | $63K | 0.5% | |
| LINCOLN CALIF UNI SCH DIST CMNTY FACS DIST NO 1 REV 2005 0.000% interest, maturing 09/01/2026 | Bonds / Notes | — | $45K | $47K | 0.4% | |
| TEMECULA VY CALIF UNI SCH PRIMARY/ SECONDARY EDUCATION REV 2011A 8.511% interest, maturing 09/01/2026 | Bonds / Notes | — | $46K | $46K | 0.4% | |
| PERRIS CALIF JT PWRS AUTH LOC CFD NO 2004-2 REFUNDING REV 2004 D 3.750% interest, maturing 09/01/2028 | Bonds / Notes | — | $45K | $45K | 0.4% | |
| CALIFONRIA ST GENERAL PURPOSE 4.500% interest, maturing 04/01/2033 | Bonds / Notes | — | $45K | $43K | 0.3% | |
| TRACY CALIF OPER PARTNERSHIP J SENIOR LIEN BONDS REV 2005A 4.500% interest, maturing 08/01/2025 | Bonds / Notes | — | $40K | $40K | 0.3% | |
| TEMECULA VY CALIF UNI SCH PRIMARY/ SECONDARY EDUCATION REV 2011B 8.711% interest, maturing 09/01/2028 | Bonds / Notes | — | $37K | $37K | 0.3% | |
| PALMDALE CALI ELEM SCH DIST S CMNTY FACS DIST MO 90-1 REV 1999 0.000% interest, maturing 08/01/2031 | Bonds / Notes | — | $31K | $32K | 0.3% | |
| WEST SACRAMENTO CALIF SP TAX GENERAL PURPOSE REV 2013 4.250% interest, maturing 09/01/2030 | Bonds / Notes | — | $30K | $30K | 0.2% | |
| MANTECA CALIF UNI SCH DIST SPL CMNTY FACS 89-1 WEST RANCH REV 2001 0.000% interest, maturing 09/01/2027 | Bonds / Notes | — | $26K | $27K | 0.2% | |
| MURRIETA CALIF CMNTY FACS GENERAL PURPOSE REV 2017 4.375% interest, maturing 09/01/2037 | Bonds / Notes | — | $24K | $25K | 0.2% | |
| RIVERSIDE CNTY CALIF IMPT BD GENERAL PURPOSE REV 2012 4.125% interest, maturing 09/02/2026 | Bonds / Notes | — | $25K | $25K | 0.2% | |
| MORENO VALLEY CALIF UNI SCH PRIMARY /SECONDARY EDUCATION REV 2015 3.125% interest, maturing 09/01/2027 | Bonds / Notes | — | $25K | $25K | 0.2% | |
| CHINO CALIF PUB FING AUTH REV GENERAL PURPOSE REV 2016A 3.000% interest, maturing 09/01/2029 | Bonds / Notes | — | $25K | $24K | 0.2% | |
| RANCHO MIRAGE CALIF IMPT BD AC RASSMT DIST NO R22085 G/O 2002 5.750% interest, maturing 09/02/2026 | Bonds / Notes | — | $15K | $15K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
