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CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN — Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250814125718NAL0011837696001
CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN
Form 5500-SF
FILING_RECEIVED
CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN
Defined-benefit pension plan
Active participants
11
Accounts w/ balance
—
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
75
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN
.
Find decision makers
Plan sponsor
Name
CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN
EIN
94-1007751
Address
1 ALUMNI HOUSE · BERKELEY, CA · 947207520
Phone
(510) 900-8185
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-08-14
Pension benefit codes
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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ECONOMIC OPPORTUNITY PROGRAM, INC.
ECONOMIC OPPORTUNITY PROGRAM, INC. 403(B) PLAN
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THE HOSPITAL COUNCIL OF NORTHWEST OHIO
THE HOSPITAL COUNCIL OF NORTHWEST OHIO EMPLOYEES PENSION PLAN
100
Knocking points off
Plan is frozen (1I) — no new benefit accrual.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$4.5M · 17 participants
SOCIETY OF LOUISIANA CERTIFIED PUBLC ACCOUNTANTS
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EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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$190.9B
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EQUITY INDEX FUND F
$188.1B
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RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
