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Original filing (PDF)20251006125701NAL0002070979003
CAHP DISABILITY PLAN TRUST
Form 5500
FILING_RECEIVED
CAHP DISABILITY PLAN
Health & welfare plan
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$12.6M
Net assets (EOY)
$12.6M
How this plan invests
This plan
55 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
99
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
90
Knocking points off
- No active participants reported but plan still holds assets.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAHP DISABILITY PLAN TRUST.
Plan sponsor
Name
CAHP DISABILITY PLAN TRUST
EIN
68-6069961
Address
2030 V STREET · SACRAMENTO, CA · 95818
Phone
(916) 452-6751
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Welfare benefit codes
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
GILBERT CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GILBERT CPAS | 68-0037990 | — | CONTRACTOR | $18K | — |
| DANIEL G. BROWN | 94-3246763 | — | CONTRACTOR | $8K | — |
Investments
53 direct securities· $10.4M(83% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| US Gov't Money Market Fund, RBC Select Class | — | — | $1.2M | $1.2M | 9.4% | |
| River City Bank 4.5500% interest, maturing 07/10/2025 | — | — | $1.0M | $1.0M | 7.9% | |
| CALIFORNIA ST GO BDS GENERAL PURPOSE 7.350% interest, maturing 11/01/2039 | — | — | $730K | $709K | 5.6% | |
| River City Bank | — | — | $660K | $660K | 5.2% | |
| CAHP Credit Union 0.4000% interest, maturing 09/30/2025 | — | — | $483K | $484K | 3.8% | |
| UNITED STATES TREASURY NOTE 0.375% interest, maturing 11/30/2025 | — | — | $331K | $362K | 2.9% | |
| CALIFORNIA ST WIDE CMNTYS FACS DIST NO 2018 02 REV 2023 5.000% interest, maturing 09/01/2038 | — | — | $315K | $316K | 2.5% | |
| CALIFORNIA ST TAXABLE VAR GENERAL PURPOSE 7.300% interest, maturing 10/01/2039 | — | — | $324K | $307K | 2.4% | |
| CALIFORNIA ST TAXABLE VAR GENERAL PURPOSE 2.650% interest, maturing 04/01/2026 | — | — | $288K | $294K | 2.3% | |
| BANK OF THE WEST 0.000% interest, maturing 04/30/2025 | — | — | $278K | $271K | 2.1% | |
| CAHP Credit Union 4.4300% interest, maturing 11/05/2025 | — | — | $266K | $269K | 2.1% | |
| UNITED STATES TREASURY BOND 0.000% interest, maturing 11/15/2038 | — | — | $268K | $268K | 2.1% | |
| CALIFORNIA ST GO BDS GENERAL PURPOSE 7.625% interest, maturing 03/01/2040 | — | — | $269K | $259K | 2.1% | |
| CAHP Credit Union 4.8200% interest, maturing 08/14/2026 | — | — | $252K | $255K | 2.0% | |
| FIRST NATL BK OMAHA NEB 4.550% interest, maturing 02/18/2025 | — | — | $250K | $250K | 2.0% | |
| GOLDMAN SACHS BK USA N Y 3.050% interest, maturing 04/06/2026 | — | — | $246K | $243K | 1.9% | |
| JPMORGAN CHAS BK NA COLUMBUS OHIO 0.000% interest, maturing 04/30/2027 | — | — | $270K | $236K | 1.9% | |
| FARMERS & MERCHANTS NB CD CLL 2.850% interest, maturing 06/21/2029 | — | — | $246K | $234K | 1.9% | |
| CALIFORNIA ST TAXABLE - VARIOUS GENERAL PURPOSE 6.000% interest, maturing 03/01/2033 | — | — | $213K | $213K | 1.7% | |
| CAHP Credit Union 4.8200% interest, maturing 01/27/2026 | — | — | $207K | $209K | 1.7% | |
| TUSTIN CALIF CMNTY FACS DIST GENERAL PURPOSE REV A 5.000% interest, maturing 09/01/2037 | — | — | $201K | $201K | 1.6% | |
| CAHP Credit Union 0.4000% interest, maturing 09/30/2025 | — | — | $191K | $191K | 1.5% | |
| BEAUMONT CALIF FING AUTH LOC GENERAL PURPOSE REV 2015B 3.250% interest, maturing 09/01/2027 | — | — | $170K | $168K | 1.3% | |
| STATE OF CALIFORNIA GENERAL PURPOSE 4.600% interest, maturing 04/01/2038 | — | — | $158K | $154K | 1.2% | |
| CALIFORNIA ST GO BDS GENERAL PURPOSE 7.600% interest, maturing 11/01/2040 | — | — | $156K | $149K | 1.2% | |
| ROSEVILLE CALF SPL TAX GENERAL PURPOSE REV 2023 4.250% interest, maturing 09/01/2038 | — | — | $145K | $142K | 1.1% | |
| FOLSOM RANCH FING AUTH CALIF GENERAL PURPOSE REV 2017 5.000% interest, maturing 09/01/2037 | — | — | $107K | $108K | 0.9% | |
| SAN DIEGO CALIF COMNTY FACS GENERAL PURPOSE REV 2013 5.000% interest, maturing 09/01/2031 | — | — | $100K | $100K | 0.8% | |
| UNITED STATES TREASURY NOTE 4.125% interest, maturing 02/29/2027 | — | — | $100K | $100K | 0.8% | |
| FIRST PREMIER BK SIOUX FALLS 2.700% interest, maturing 04/11/2025 | — | — | $100K | $100K | 0.8% | |
| CALIFORINA ST TAXABLE - VARIOUS GENERAL PURPOSE 5.125% interest, maturing 03/01/2038 | — | — | $100K | $98K | 0.8% | |
| CHINO CALIF PUB FING AUTH REV GENERAL PURPOSE REV 2016A 2.625% interest, maturing 09/01/2028 | — | — | $99K | $95K | 0.7% | |
| CALIFORNIA ST WIDE CMNTYS GENERAL PURPOSE REV 2015 R1 4.125% interest, maturing 09/02/2029 | — | — | $90K | $90K | 0.7% | |
| PERRIS CALIF JT PWRS AUTH LOC GENERAL PURPOSE REV 2015C 3.625% interest, maturing 09/01/2025 | — | — | $85K | $85K | 0.7% | |
| SAN BERNARDINO CNTY CALIF SPL LYTLE CREEK NORTH REV 2015 4.000% interest, maturing 09/01/2035 | — | — | $78K | $78K | 0.6% | |
| UNITED STATES TREASURY NOTE 2.750% interest, maturing 02/18/2025 | — | — | $61K | $63K | 0.5% | |
| LINCOLN CALIF UNI SCH DIST CMNTY FACS DIST NO 1 REV 2005 0.000% interest, maturing 09/01/2026 | — | — | $45K | $47K | 0.4% | |
| TEMECULA VY CALIF UNI SCH PRIMARY/ SECONDARY EDUCATION REV 2011A 8.511% interest, maturing 09/01/2026 | — | — | $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 | — | — | $45K | $45K | 0.4% | |
| CALIFONRIA ST GENERAL PURPOSE 4.500% interest, maturing 04/01/2033 | — | — | $45K | $43K | 0.3% | |
| TRACY CALIF OPER PARTNERSHIP J SENIOR LIEN BONDS REV 2005A 4.500% interest, maturing 08/01/2025 | — | — | $40K | $40K | 0.3% | |
| TEMECULA VY CALIF UNI SCH PRIMARY/ SECONDARY EDUCATION REV 2011B 8.711% interest, maturing 09/01/2028 | — | — | $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 | — | — | $31K | $32K | 0.3% | |
| WEST SACRAMENTO CALIF SP TAX GENERAL PURPOSE REV 2013 4.250% interest, maturing 09/01/2030 | — | — | $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 | — | — | $26K | $27K | 0.2% | |
| MURRIETA CALIF CMNTY FACS GENERAL PURPOSE REV 2017 4.375% interest, maturing 09/01/2037 | — | — | $24K | $25K | 0.2% | |
| RIVERSIDE CNTY CALIF IMPT BD GENERAL PURPOSE REV 2012 4.125% interest, maturing 09/02/2026 | — | — | $25K | $25K | 0.2% | |
| MORENO VALLEY CALIF UNI SCH PRIMARY /SECONDARY EDUCATION REV 2015 3.125% interest, maturing 09/01/2027 | — | — | $25K | $25K | 0.2% | |
| CHINO CALIF PUB FING AUTH REV GENERAL PURPOSE REV 2016A 3.000% interest, maturing 09/01/2029 | — | — | $25K | $24K | 0.2% | |
| RANCHO MIRAGE CALIF IMPT BD AC RASSMT DIST NO R22085 G/O 2002 5.750% interest, maturing 09/02/2026 | — | — | $15K | $15K | 0.1% | |
| WEST SACRAMENTO CALIF FING AUT GENERAL PURPOSE REV SERIES A 5.000% interest, maturing 09/01/2026 | — | — | $10K | $10K | <0.1% | |
| RIVERSIDE CALIF IMPT BD ACT 19 HUNTER PARK ASSMT DIST REV 5.100% interest, maturing 09/02/2026 | — | — | $10K | $10K | <0.1% | |
| ESCONDIDO CALIF IMPT BD ACT 19 REASSMT DIST NO 98-1 REB 1998 5.700% interest, maturing 09/02/2026 | — | — | $5K | $5K | <0.1% |