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EIN 77-6175956

California School Employees Association Retiree Premium Trust

IRS 501(c) type
501(c)(9)
Num. employees
0
City
San Jose
State
California
Year formed
1999
Most recent tax filings
2023-05-01
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
Description
The California School Employees Association Retiree Premium Trust receives contributions and invests them to provide eligible retirees with life insurance, medical coverage, and other benefits. The funds are used to pay for premiums and other related expenses.
Related structure
California School Employees Association Retiree Premium Trust is a subordinate organization under California School Employees Association.
Total revenues
$4,154,073
2023
Total expenses
$3,039,018
2023
Total assets
$65,599,442
2023
Num. employees
0
2023

Program areas at California School Employees Association Retiree Premium Trust

Contributions received by the Trust will be invested and used for the payment of all or a portion of the medical and life insurance premiums for its eligible retirees as well as other benefits incidental there to.

Personnel at California School Employees Association Retiree Premium Trust

NameTitleCompensation
Steve BrashearChief Financial Officer$0
Andrew KahnChief Counsel$0
Keith PaceExecutive Director$0
Matthew DishmanAssociation President / Association First Vice President$0
Monica HanAssociation Second Vice President / Association Secretary$0
...and 10 more key personnel

Financials for California School Employees Association Retiree Premium Trust

RevenuesFYE 05/2023
Total grants, contributions, etc.$0
Program services$2,951,523
Investment income and dividends$1,202,254
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$224
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$72
Total revenues$4,154,073

Form 990s for California School Employees Association Retiree Premium Trust

Fiscal year endingDate received by IRSFormPDF link
2023-052024-04-15990View PDF
2022-052023-04-06990View PDF
2021-052022-04-04990View PDF
2020-052021-02-18990View PDF
2019-052021-06-07990View PDF
...and 10 more Form 990s
Data update history
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
June 15, 2023
Posted financials
Added Form 990 for fiscal year 2022
June 12, 2023
Updated personnel
Identified 3 new personnel
May 10, 2023
Updated personnel
Identified 1 new personnel
August 11, 2022
Posted financials
Added Form 990 for fiscal year 2020
Nonprofit Types
Fraternal societiesMutual assistance organizationsChapter / child organizations
Issues
No issues found
Characteristics
State / local levelNo full-time employees
General information
Address
2045 Lundy Ave
San Jose, CA 95131
Metro area
San Jose-Sunnyvale-Santa Clara, CA
County
Santa Clara County, CA
Phone
(408) 473-1000
IRS details
EIN
77-6175956
Fiscal year end
May
Taxreturn type
Form 990
Year formed
1999
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
NAICS code, primary
525120: Health and Welfare Funds
Parent/child status
Subordinate organization
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