401k Plan data: CALIFORNIA STATE EMPLOYEES ASSOCIATION 401(K) SALARY INVESTMENT RETIREMENT SAVINGS PLAN plan

CALIFORNIA STATE EMPLOYEES ASSOCIATION 401(K) SALARY INVESTMENT RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	CALIFORNIA STATE EMPLOYEES ASSOCIATION 401(K) SALARY INVESTMENT RETIREMENT SAVINGS PLAN
Plan identification number	002

CALIFORNIA STATE EMPLOYEES ASSOCIATION 401(K) SALARY INVESTMENT RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CALIFORNIA STATE EMPLOYEES ASSOC. has sponsored the creation of one or more 401k plans.

Company Name: CALIFORNIA STATE EMPLOYEES ASSOC.

Employer identification number (EIN): 940362021

NAIC Classification: 813930
NAIC Description: Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA STATE EMPLOYEES ASSOCIATION 401(K) SALARY INVESTMENT RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01 MICHAEL CARR 2017-06-27
002 2015-01-01 MICHAEL CARR
002 2014-01-01 LEELAND KING
002 2013-01-01 LEELAND KING
002 2012-01-01 LEELAND KING
002 2011-01-01 LEELAND KING
002 2010-01-01 LEELAND KING
002 2009-01-01 LEELAND KING
002 2009-01-01 LEELAND KING

Plan Statistics for CALIFORNIA STATE EMPLOYEES ASSOCIATION 401(K) SALARY INVESTMENT RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for CALIFORNIA STATE EMPLOYEES ASSOCIATION 401(K) SALARY INVESTMENT RETIREMENT SAVINGS PLAN

Measure Date Value
2015: CALIFORNIA STATE EMPLOYEES ASSOCIATION 401(K) SALARY INVESTMENT RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 51
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 34
Total of all active and inactive participants 2015-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 85
Number of participants with account balances 2015-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2014: CALIFORNIA STATE EMPLOYEES ASSOCIATION 401(K) SALARY INVESTMENT RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 50
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 58
Total of all active and inactive participants 2014-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 108
Number of participants with account balances 2014-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CALIFORNIA STATE EMPLOYEES ASSOCIATION 401(K) SALARY INVESTMENT RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 60
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 50
Total of all active and inactive participants 2013-01-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 111
Number of participants with account balances 2013-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CALIFORNIA STATE EMPLOYEES ASSOCIATION 401(K) SALARY INVESTMENT RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 364
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 80
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 69
Total of all active and inactive participants 2012-01-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 150
Number of participants with account balances 2012-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 5
2011: CALIFORNIA STATE EMPLOYEES ASSOCIATION 401(K) SALARY INVESTMENT RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 344
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 279
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 68
Total of all active and inactive participants 2011-01-01 347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 347
Number of participants with account balances 2011-01-01 290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 17
2010: CALIFORNIA STATE EMPLOYEES ASSOCIATION 401(K) SALARY INVESTMENT RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 347
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 274
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 70
Total of all active and inactive participants 2010-01-01 344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 344
Number of participants with account balances 2010-01-01 288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2
2009: CALIFORNIA STATE EMPLOYEES ASSOCIATION 401(K) SALARY INVESTMENT RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 313
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 248
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 75
Total of all active and inactive participants 2009-01-01 323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 323
Number of participants with account balances 2009-01-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: CALIFORNIA STATE EMPLOYEES ASSOCIATION 401(K) SALARY INVESTMENT RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	51
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	34
Total of all active and inactive participants	2015-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	85
Number of participants with account balances	2015-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2014: CALIFORNIA STATE EMPLOYEES ASSOCIATION 401(K) SALARY INVESTMENT RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	50
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	58
Total of all active and inactive participants	2014-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	108
Number of participants with account balances	2014-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CALIFORNIA STATE EMPLOYEES ASSOCIATION 401(K) SALARY INVESTMENT RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	60
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	50
Total of all active and inactive participants	2013-01-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	111
Number of participants with account balances	2013-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CALIFORNIA STATE EMPLOYEES ASSOCIATION 401(K) SALARY INVESTMENT RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	364
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	80
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	69
Total of all active and inactive participants	2012-01-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	150
Number of participants with account balances	2012-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	5
2011: CALIFORNIA STATE EMPLOYEES ASSOCIATION 401(K) SALARY INVESTMENT RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	344
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	279
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	68
Total of all active and inactive participants	2011-01-01	347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	347
Number of participants with account balances	2011-01-01	290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	17
2010: CALIFORNIA STATE EMPLOYEES ASSOCIATION 401(K) SALARY INVESTMENT RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	347
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	274
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	70
Total of all active and inactive participants	2010-01-01	344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	344
Number of participants with account balances	2010-01-01	288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2
2009: CALIFORNIA STATE EMPLOYEES ASSOCIATION 401(K) SALARY INVESTMENT RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	313
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	248
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	75
Total of all active and inactive participants	2009-01-01	323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	323
Number of participants with account balances	2009-01-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CALIFORNIA STATE EMPLOYEES ASSOCIATION 401(K) SALARY INVESTMENT RETIREMENT SAVINGS PLAN

Measure	Date	Value
2015 : CALIFORNIA STATE EMPLOYEES ASSOCIATION 401(K) SALARY INVESTMENT RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$3,319
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$2,740
Total income from all sources (including contributions)	2015-12-31	$500,521
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,115,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,109,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$485,141
Value of total assets at end of year	2015-12-31	$7,574,159
Value of total assets at beginning of year	2015-12-31	$9,188,378
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$6,183
Total interest from all sources	2015-12-31	$31,830
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$268,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$268,707
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$341,988
Participant contributions at end of year	2015-12-31	$43,549
Participant contributions at beginning of year	2015-12-31	$57,317
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$46,086
Liabilities. Value of operating payables at end of year	2015-12-31	$3,319
Liabilities. Value of operating payables at beginning of year	2015-12-31	$2,740
Total non interest bearing cash at end of year	2015-12-31	$3,319
Total non interest bearing cash at beginning of year	2015-12-31	$2,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-1,614,798
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$7,570,840
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$9,185,638
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$6,338,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$7,708,728
Interest on participant loans	2015-12-31	$1,606
Interest earned on other investments	2015-12-31	$30,224
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,189,002
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,419,593
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-285,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$97,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,109,136
Contract administrator fees	2015-12-31	$6,183
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	GILBERT ASSOCIATES
Accountancy firm EIN	2015-12-31	680037990
2014 : CALIFORNIA STATE EMPLOYEES ASSOCIATION 401(K) SALARY INVESTMENT RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$2,740
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$1,756
Total income from all sources (including contributions)	2014-12-31	$1,115,126
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$999,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$994,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$503,428
Value of total assets at end of year	2014-12-31	$9,188,378
Value of total assets at beginning of year	2014-12-31	$9,072,181
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$5,510
Total interest from all sources	2014-12-31	$38,777
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$340,631
Participant contributions at end of year	2014-12-31	$57,317
Participant contributions at beginning of year	2014-12-31	$101,021
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$54,620
Liabilities. Value of operating payables at end of year	2014-12-31	$2,740
Liabilities. Value of operating payables at beginning of year	2014-12-31	$1,756
Total non interest bearing cash at end of year	2014-12-31	$2,740
Total non interest bearing cash at beginning of year	2014-12-31	$1,756
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$115,213
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$9,185,638
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$9,070,425
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$7,708,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$7,444,863
Interest on participant loans	2014-12-31	$3,824
Interest earned on other investments	2014-12-31	$34,953
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,419,593
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,524,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$572,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$108,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$994,403
Contract administrator fees	2014-12-31	$5,510
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	GILBERT ASSOCIATES, INC.
Accountancy firm EIN	2014-12-31	680037990
2013 : CALIFORNIA STATE EMPLOYEES ASSOCIATION 401(K) SALARY INVESTMENT RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets from this plan	2013-12-31	$169,767
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$1,756
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$4,760
Total income from all sources (including contributions)	2013-12-31	$1,767,358
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$2,536,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,530,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$437,433
Value of total assets at end of year	2013-12-31	$9,072,181
Value of total assets at beginning of year	2013-12-31	$10,014,100
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$6,375
Total interest from all sources	2013-12-31	$46,082
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$326,731
Participant contributions at end of year	2013-12-31	$101,021
Participant contributions at beginning of year	2013-12-31	$105,510
Liabilities. Value of operating payables at end of year	2013-12-31	$1,756
Liabilities. Value of operating payables at beginning of year	2013-12-31	$4,760
Total non interest bearing cash at end of year	2013-12-31	$1,756
Total non interest bearing cash at beginning of year	2013-12-31	$4,760
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$-769,148
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$9,070,425
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$10,009,340
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$7,444,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$7,863,592
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$0
Interest on participant loans	2013-12-31	$4,139
Interest earned on other investments	2013-12-31	$41,943
Value of interest in common/collective trusts at beginning of year	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,524,541
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$2,040,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,283,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$110,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,530,131
Contract administrator fees	2013-12-31	$6,375
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	GILBERT ASSOCIATES, INC.
Accountancy firm EIN	2013-12-31	680037990
2012 : CALIFORNIA STATE EMPLOYEES ASSOCIATION 401(K) SALARY INVESTMENT RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$4,218,426
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$4,760
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$8,065
Total income from all sources (including contributions)	2012-12-31	$2,229,174
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,063,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,051,643
Value of total corrective distributions	2012-12-31	$513
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$833,623
Value of total assets at end of year	2012-12-31	$10,014,100
Value of total assets at beginning of year	2012-12-31	$13,069,718
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$10,905
Total interest from all sources	2012-12-31	$30,351
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$597,680
Participant contributions at end of year	2012-12-31	$105,510
Participant contributions at beginning of year	2012-12-31	$343,618
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$45,525
Liabilities. Value of operating payables at end of year	2012-12-31	$4,760
Liabilities. Value of operating payables at beginning of year	2012-12-31	$8,065
Total non interest bearing cash at end of year	2012-12-31	$4,760
Total non interest bearing cash at beginning of year	2012-12-31	$6,305
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,166,113
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$10,009,340
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$13,061,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$7,863,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$10,638,309
Value of interest in pooled separate accounts at end of year	2012-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$0
Interest on participant loans	2012-12-31	$9,292
Interest earned on other investments	2012-12-31	$21,059
Value of interest in common/collective trusts at end of year	2012-12-31	$0
Value of interest in common/collective trusts at beginning of year	2012-12-31	$2,081,486
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$2,040,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,365,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$190,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,051,643
Contract administrator fees	2012-12-31	$10,905
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	Yes
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	GILBERT ASSOCIATES, INC.
Accountancy firm EIN	2012-12-31	680037990
2011 : CALIFORNIA STATE EMPLOYEES ASSOCIATION 401(K) SALARY INVESTMENT RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$8,065
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,433,441
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,981,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,967,676
Expenses. Certain deemed distributions of participant loans	2011-12-31	$773
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,602,944
Value of total assets at end of year	2011-12-31	$13,069,718
Value of total assets at beginning of year	2011-12-31	$13,610,181
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$13,520
Total interest from all sources	2011-12-31	$24,509
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,089,380
Participant contributions at end of year	2011-12-31	$343,618
Participant contributions at beginning of year	2011-12-31	$283,718
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$56,007
Liabilities. Value of operating payables at end of year	2011-12-31	$8,065
Total non interest bearing cash at end of year	2011-12-31	$6,305
Total non interest bearing cash at beginning of year	2011-12-31	$7
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-548,528
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$13,061,653
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$13,610,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$10,638,309
Value of interest in pooled separate accounts at end of year	2011-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$12,371,215
Interest on participant loans	2011-12-31	$16,412
Interest earned on other investments	2011-12-31	$8,097
Value of interest in common/collective trusts at end of year	2011-12-31	$2,081,486
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$955,241
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-193,908
Net investment gain or loss from common/collective trusts	2011-12-31	$-104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$457,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,967,676
Contract administrator fees	2011-12-31	$13,520
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	GILBERT ASSOCIATES, INC
Accountancy firm EIN	2011-12-31	680037990
2010 : CALIFORNIA STATE EMPLOYEES ASSOCIATION 401(K) SALARY INVESTMENT RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,537,686
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$879,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$865,101
Expenses. Certain deemed distributions of participant loans	2010-12-31	$11,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,113,307
Value of total assets at end of year	2010-12-31	$13,610,181
Value of total assets at beginning of year	2010-12-31	$11,951,635
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,512
Total interest from all sources	2010-12-31	$37,686
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$1,500
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$803,010
Participant contributions at end of year	2010-12-31	$283,718
Participant contributions at beginning of year	2010-12-31	$232,515
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$96,075
Administrative expenses (other) incurred	2010-12-31	$46
Total non interest bearing cash at end of year	2010-12-31	$7
Total non interest bearing cash at beginning of year	2010-12-31	$7
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,658,546
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$13,610,181
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$11,951,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$12,371,215
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$10,696,484
Income. Interest from loans (other than to participants)	2010-12-31	$13,309
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$24,377
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$955,241
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,022,629
Net investment gain/loss from pooled separate accounts	2010-12-31	$1,386,693
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$214,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$865,101
Contract administrator fees	2010-12-31	$966
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	GILBERT ASSOCIATES, INC.
Accountancy firm EIN	2010-12-31	680037990
2009 : CALIFORNIA STATE EMPLOYEES ASSOCIATION 401(K) SALARY INVESTMENT RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CALIFORNIA STATE EMPLOYEES ASSOCIATION 401(K) SALARY INVESTMENT RETIREMENT SAVINGS PLAN

2015: CALIFORNIA STATE EMPLOYEES ASSOCIATION 401(K) SALARY INVESTMENT RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CALIFORNIA STATE EMPLOYEES ASSOCIATION 401(K) SALARY INVESTMENT RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CALIFORNIA STATE EMPLOYEES ASSOCIATION 401(K) SALARY INVESTMENT RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CALIFORNIA STATE EMPLOYEES ASSOCIATION 401(K) SALARY INVESTMENT RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CALIFORNIA STATE EMPLOYEES ASSOCIATION 401(K) SALARY INVESTMENT RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CALIFORNIA STATE EMPLOYEES ASSOCIATION 401(K) SALARY INVESTMENT RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CALIFORNIA STATE EMPLOYEES ASSOCIATION 401(K) SALARY INVESTMENT RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

807960

Policy instance

Insurance contract or identification number	807960
Number of Individuals Covered	85
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

807960

Policy instance

Insurance contract or identification number	807960
Number of Individuals Covered	108
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

807960

Policy instance

Insurance contract or identification number	807960
Number of Individuals Covered	112
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

807960

Policy instance

Insurance contract or identification number	807960
Number of Individuals Covered	150
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

51867

Policy instance

Insurance contract or identification number	51867
Number of Individuals Covered	0
Insurance policy start date	2011-01-01
Insurance policy end date	2011-06-27
Total amount of commissions paid to insurance broker	USD $8,432
Total amount of fees paid to insurance company	USD $5,599
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

51867

Policy instance

Insurance contract or identification number	51867
Number of Individuals Covered	304
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $14,574
Total amount of fees paid to insurance company	USD $5,989
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $14,574
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Amount paid for insurance broker fees	5943
Insurance broker name	THE VANGUARD GROUP

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Company Name:	CALIFORNIA STATE EMPLOYEES ASSOC.
Employer identification number (EIN):	940362021
NAIC Classification:	813930
NAIC Description:	Labor Unions and Similar Labor Organizations

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01	MICHAEL CARR	2017-06-27
002	2015-01-01	MICHAEL CARR
002	2014-01-01	LEELAND KING
002	2013-01-01	LEELAND KING
002	2012-01-01	LEELAND KING
002	2011-01-01	LEELAND KING
002	2010-01-01	LEELAND KING
002	2009-01-01	LEELAND KING
002	2009-01-01	LEELAND KING