401k Plan data: CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN plan

CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN 401k Plan overview

Plan Name	CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN
Plan identification number	001

CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021). Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

CALIFORNIA ALUMNI ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: CALIFORNIA ALUMNI ASSOCIATION

Employer identification number (EIN): 941007751

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about CALIFORNIA ALUMNI ASSOCIATION

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0161615

More information about CALIFORNIA ALUMNI ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-11-01 JENNY ROBLES 2024-08-14
001 2021-11-01
001 2020-11-01
001 2019-11-01
001 2018-11-01
001 2017-11-01
001 2016-11-01 JENNY ROBLES 2018-07-20
001 2015-11-01 SHERRY JACOBS 2017-07-31 SHERRY JACOBS 2017-07-31
001 2014-11-01 SHERRY JACOBS 2016-05-11 SHERRY JACOBS 2016-05-11
001 2013-11-01 SHERRY JACOBS 2015-07-14 SHERRY JACOBS 2015-07-14
001 2012-11-01 SHERRY JACOBS 2014-08-08 SHERRY JACOBS 2014-08-08
001 2011-11-01 PHILLIP CUNLIFFE 2013-08-12 PHILLIP CUNLIFFE 2013-08-12
001 2010-11-01 PHILLIP CUNLIFFE 2012-09-11
001 2008-11-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-11-01	JENNY ROBLES	2024-08-14
001	2021-11-01
001	2020-11-01
001	2019-11-01
001	2018-11-01
001	2017-11-01
001	2016-11-01	JENNY ROBLES	2018-07-20
001	2015-11-01	SHERRY JACOBS	2017-07-31	SHERRY JACOBS	2017-07-31
001	2014-11-01	SHERRY JACOBS	2016-05-11	SHERRY JACOBS	2016-05-11
001	2013-11-01	SHERRY JACOBS	2015-07-14	SHERRY JACOBS	2015-07-14
001	2012-11-01	SHERRY JACOBS	2014-08-08	SHERRY JACOBS	2014-08-08
001	2011-11-01	PHILLIP CUNLIFFE	2013-08-12	PHILLIP CUNLIFFE	2013-08-12
001	2010-11-01	PHILLIP CUNLIFFE	2012-09-11
001	2008-11-01

Plan Statistics for CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN

401k plan membership statisitcs for CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN

Measure Date Value
2025: CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-08-14 79
Total number of particpants at end of year 2025-08-14 79
2023: CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN 2023 401k membership
Market value of plan assets 2023-10-31 3,774,899
Acturial value of plan assets 2023-10-31 3,774,899
Funding target for retired participants and beneficiaries receiving payment 2023-10-31 2,732,699
Number of terminated vested participants 2023-10-31 32
Fundng target for terminated vested participants 2023-10-31 1,244,151
Active participant vested funding target 2023-10-31 268,578
Number of active participants 2023-10-31 11
Total funding liabilities for active participants 2023-10-31 268,578
Total participant count 2023-10-31 79
Total funding target for all participants 2023-10-31 4,245,428
Balance at beginning of prior year after applicable adjustments 2023-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2023-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2023-10-31 0
Prefunding balanced used to offset prior years funding requirement 2023-10-31 0
Amount remaining of carryover balance 2023-10-31 0
Amount remaining of prefunding balance 2023-10-31 0
Present value of excess contributions 2023-10-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-10-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2023-10-31 0
Reductions in caryover balances due to elections or deemed elections 2023-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2023-10-31 0
Balance of carryovers at beginning of current year 2023-10-31 0
Balance of prefunding at beginning of current year 2023-10-31 0
Total employer contributions 2023-10-31 47,560
Total employee contributions 2023-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2023-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2023-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2023-10-31 43,556
Unpaid minimum required contributions for all prior years 2023-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2023-10-31 0
Remaining amount of unpaid minimum required contributions 2023-10-31 0
Minimum required contributions for current year target normal cost 2023-10-31 0
Net shortfall amortization installment of oustanding balance 2023-10-31 470,529
Waiver amortization installment 2023-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2023-10-31 43,482
Additional cash requirement 2023-10-31 43,482
Contributions allocatedtoward minimum required contributions for current year 2023-10-31 43,556
Unpaid minimum required contributions for current year 2023-10-31 0
Unpaid minimum required contributions for all years 2023-10-31 0
2022: CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN 2022 401k membership
Market value of plan assets 2022-10-31 4,997,178
Acturial value of plan assets 2022-10-31 4,997,178
Funding target for retired participants and beneficiaries receiving payment 2022-10-31 2,569,592
Number of terminated vested participants 2022-10-31 31
Fundng target for terminated vested participants 2022-10-31 1,087,855
Active participant vested funding target 2022-10-31 339,592
Number of active participants 2022-10-31 13
Total funding liabilities for active participants 2022-10-31 339,592
Total participant count 2022-10-31 79
Total funding target for all participants 2022-10-31 3,997,039
Balance at beginning of prior year after applicable adjustments 2022-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-10-31 0
Prefunding balanced used to offset prior years funding requirement 2022-10-31 0
Amount remaining of carryover balance 2022-10-31 0
Amount remaining of prefunding balance 2022-10-31 0
Present value of excess contributions 2022-10-31 88,252
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-10-31 93,318
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-10-31 0
Reductions in caryover balances due to elections or deemed elections 2022-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-10-31 0
Balance of carryovers at beginning of current year 2022-10-31 0
Balance of prefunding at beginning of current year 2022-10-31 0
Total employer contributions 2022-10-31 0
Total employee contributions 2022-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-10-31 0
Unpaid minimum required contributions for all prior years 2022-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-10-31 0
Remaining amount of unpaid minimum required contributions 2022-10-31 0
Minimum required contributions for current year target normal cost 2022-10-31 0
Net shortfall amortization installment of oustanding balance 2022-10-31 0
Waiver amortization installment 2022-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-10-31 0
Additional cash requirement 2022-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-10-31 0
Unpaid minimum required contributions for current year 2022-10-31 0
Unpaid minimum required contributions for all years 2022-10-31 0
2021: CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN 2021 401k membership
Market value of plan assets 2021-10-31 4,087,227
Acturial value of plan assets 2021-10-31 4,087,227
Funding target for retired participants and beneficiaries receiving payment 2021-10-31 2,535,015
Number of terminated vested participants 2021-10-31 31
Fundng target for terminated vested participants 2021-10-31 1,146,424
Active participant vested funding target 2021-10-31 359,925
Number of active participants 2021-10-31 14
Total funding liabilities for active participants 2021-10-31 359,925
Total participant count 2021-10-31 79
Total funding target for all participants 2021-10-31 4,041,364
Balance at beginning of prior year after applicable adjustments 2021-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-10-31 0
Prefunding balanced used to offset prior years funding requirement 2021-10-31 0
Amount remaining of carryover balance 2021-10-31 0
Amount remaining of prefunding balance 2021-10-31 0
Present value of excess contributions 2021-10-31 593
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-10-31 626
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-10-31 0
Reductions in caryover balances due to elections or deemed elections 2021-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-10-31 0
Balance of carryovers at beginning of current year 2021-10-31 0
Balance of prefunding at beginning of current year 2021-10-31 0
Total employer contributions 2021-10-31 89,689
Total employee contributions 2021-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-10-31 88,252
Liquidity shortfalls end of Q1 2021-10-31 0
Liquidity shortfalls end of Q2 2021-10-31 0
Liquidity shortfalls end of Q3 2021-10-31 0
Liquidity shortfalls end of Q4 2021-10-31 0
Unpaid minimum required contributions for all prior years 2021-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-10-31 0
Remaining amount of unpaid minimum required contributions 2021-10-31 0
Minimum required contributions for current year target normal cost 2021-10-31 0
Net shortfall amortization installment of oustanding balance 2021-10-31 0
Waiver amortization installment 2021-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-10-31 0
Additional cash requirement 2021-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-10-31 88,252
Unpaid minimum required contributions for current year 2021-10-31 0
Unpaid minimum required contributions for all years 2021-10-31 0
2020: CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN 2020 401k membership
Market value of plan assets 2020-10-31 3,935,083
Acturial value of plan assets 2020-10-31 3,935,083
Funding target for retired participants and beneficiaries receiving payment 2020-10-31 2,464,778
Number of terminated vested participants 2020-10-31 24
Fundng target for terminated vested participants 2020-10-31 1,061,936
Active participant vested funding target 2020-10-31 614,957
Number of active participants 2020-10-31 24
Total funding liabilities for active participants 2020-10-31 614,957
Total participant count 2020-10-31 81
Total funding target for all participants 2020-10-31 4,141,671
Balance at beginning of prior year after applicable adjustments 2020-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-10-31 0
Prefunding balanced used to offset prior years funding requirement 2020-10-31 0
Amount remaining of carryover balance 2020-10-31 0
Amount remaining of prefunding balance 2020-10-31 0
Present value of excess contributions 2020-10-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-10-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-10-31 0
Reductions in caryover balances due to elections or deemed elections 2020-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-10-31 0
Balance of carryovers at beginning of current year 2020-10-31 0
Balance of prefunding at beginning of current year 2020-10-31 0
Total employer contributions 2020-10-31 58,145
Total employee contributions 2020-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-10-31 56,401
Liquidity shortfalls end of Q1 2020-10-31 0
Liquidity shortfalls end of Q2 2020-10-31 0
Liquidity shortfalls end of Q3 2020-10-31 0
Liquidity shortfalls end of Q4 2020-10-31 0
Unpaid minimum required contributions for all prior years 2020-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-10-31 0
Remaining amount of unpaid minimum required contributions 2020-10-31 0
Minimum required contributions for current year target normal cost 2020-10-31 0
Net shortfall amortization installment of oustanding balance 2020-10-31 206,588
Waiver amortization installment 2020-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-10-31 55,808
Carryover balance elected to use to offset funding requirement 2020-10-31 0
Prefunding balance elected to use to offset funding requirement 2020-10-31 0
Additional cash requirement 2020-10-31 55,808
Contributions allocatedtoward minimum required contributions for current year 2020-10-31 56,401
Unpaid minimum required contributions for current year 2020-10-31 0
Unpaid minimum required contributions for all years 2020-10-31 0
2019: CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN 2019 401k membership
Market value of plan assets 2019-10-31 3,645,769
Acturial value of plan assets 2019-10-31 3,645,769
Funding target for retired participants and beneficiaries receiving payment 2019-10-31 2,483,072
Number of terminated vested participants 2019-10-31 24
Fundng target for terminated vested participants 2019-10-31 953,762
Active participant vested funding target 2019-10-31 567,018
Number of active participants 2019-10-31 24
Total funding liabilities for active participants 2019-10-31 567,018
Total participant count 2019-10-31 81
Total funding target for all participants 2019-10-31 4,003,852
Balance at beginning of prior year after applicable adjustments 2019-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-10-31 0
Prefunding balanced used to offset prior years funding requirement 2019-10-31 0
Amount remaining of carryover balance 2019-10-31 0
Amount remaining of prefunding balance 2019-10-31 0
Present value of excess contributions 2019-10-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-10-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-10-31 0
Reductions in caryover balances due to elections or deemed elections 2019-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-10-31 0
Balance of carryovers at beginning of current year 2019-10-31 0
Balance of prefunding at beginning of current year 2019-10-31 0
Total employer contributions 2019-10-31 74,892
Total employee contributions 2019-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-10-31 71,117
Liquidity shortfalls end of Q1 2019-10-31 0
Liquidity shortfalls end of Q2 2019-10-31 0
Liquidity shortfalls end of Q3 2019-10-31 0
Liquidity shortfalls end of Q4 2019-10-31 0
Unpaid minimum required contributions for all prior years 2019-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-10-31 0
Remaining amount of unpaid minimum required contributions 2019-10-31 0
Minimum required contributions for current year target normal cost 2019-10-31 0
Net shortfall amortization installment of oustanding balance 2019-10-31 358,083
Waiver amortization installment 2019-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-10-31 71,117
Carryover balance elected to use to offset funding requirement 2019-10-31 0
Prefunding balance elected to use to offset funding requirement 2019-10-31 0
Additional cash requirement 2019-10-31 71,117
Contributions allocatedtoward minimum required contributions for current year 2019-10-31 71,117
Unpaid minimum required contributions for current year 2019-10-31 0
Unpaid minimum required contributions for all years 2019-10-31 0
2018: CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN 2018 401k membership
Market value of plan assets 2018-10-31 3,789,218
Acturial value of plan assets 2018-10-31 3,789,218
Funding target for retired participants and beneficiaries receiving payment 2018-10-31 2,207,229
Number of terminated vested participants 2018-10-31 24
Fundng target for terminated vested participants 2018-10-31 1,006,584
Active participant vested funding target 2018-10-31 680,404
Number of active participants 2018-10-31 28
Total funding liabilities for active participants 2018-10-31 680,404
Total participant count 2018-10-31 82
Total funding target for all participants 2018-10-31 3,894,217
Balance at beginning of prior year after applicable adjustments 2018-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-10-31 0
Prefunding balanced used to offset prior years funding requirement 2018-10-31 0
Amount remaining of carryover balance 2018-10-31 0
Amount remaining of prefunding balance 2018-10-31 0
Present value of excess contributions 2018-10-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-10-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-10-31 0
Balance of carryovers at beginning of current year 2018-10-31 0
Balance of prefunding at beginning of current year 2018-10-31 0
Total employer contributions 2018-10-31 43,985
Total employee contributions 2018-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-10-31 0
Liquidity shortfalls end of Q1 2018-10-31 0
Liquidity shortfalls end of Q2 2018-10-31 0
Liquidity shortfalls end of Q3 2018-10-31 0
Liquidity shortfalls end of Q4 2018-10-31 0
Unpaid minimum required contributions for all prior years 2018-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-10-31 0
Remaining amount of unpaid minimum required contributions 2018-10-31 0
Minimum required contributions for current year target normal cost 2018-10-31 0
Net shortfall amortization installment of oustanding balance 2018-10-31 104,999
Waiver amortization installment 2018-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-10-31 26,108
Carryover balance elected to use to offset funding requirement 2018-10-31 0
Prefunding balance elected to use to offset funding requirement 2018-10-31 0
Additional cash requirement 2018-10-31 26,108
Unpaid minimum required contributions for current year 2018-10-31 26,108
Unpaid minimum required contributions for all years 2018-10-31 0
2017: CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN 2017 401k membership
Market value of plan assets 2017-10-31 3,536,892
Acturial value of plan assets 2017-10-31 3,536,892
Funding target for retired participants and beneficiaries receiving payment 2017-10-31 1,995,430
Number of terminated vested participants 2017-10-31 33
Fundng target for terminated vested participants 2017-10-31 1,187,871
Active participant vested funding target 2017-10-31 662,275
Number of active participants 2017-10-31 29
Total funding liabilities for active participants 2017-10-31 662,275
Total participant count 2017-10-31 87
Total funding target for all participants 2017-10-31 3,845,576
Balance at beginning of prior year after applicable adjustments 2017-10-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-10-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-10-31 0
Prefunding balanced used to offset prior years funding requirement 2017-10-31 0
Amount remaining of carryover balance 2017-10-31 0
Amount remaining of prefunding balance 2017-10-31 0
Present value of excess contributions 2017-10-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-10-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-10-31 0
Balance of carryovers at beginning of current year 2017-10-31 0
Balance of prefunding at beginning of current year 2017-10-31 0
Total employer contributions 2017-10-31 57,571
Total employee contributions 2017-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-10-31 53,722
Liquidity shortfalls end of Q1 2017-10-31 0
Liquidity shortfalls end of Q2 2017-10-31 0
Liquidity shortfalls end of Q3 2017-10-31 0
Liquidity shortfalls end of Q4 2017-10-31 0
Unpaid minimum required contributions for all prior years 2017-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-10-31 0
Remaining amount of unpaid minimum required contributions 2017-10-31 0
Minimum required contributions for current year target normal cost 2017-10-31 0
Net shortfall amortization installment of oustanding balance 2017-10-31 308,684
Waiver amortization installment 2017-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-10-31 53,722
Additional cash requirement 2017-10-31 53,722
Contributions allocatedtoward minimum required contributions for current year 2017-10-31 53,722
Unpaid minimum required contributions for current year 2017-10-31 0
Unpaid minimum required contributions for all years 2017-10-31 0

Measure	Date	Value
2025: CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-08-14	79
Total number of particpants at end of year	2025-08-14	79
2023: CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN 2023 401k membership
Market value of plan assets	2023-10-31	3,774,899
Acturial value of plan assets	2023-10-31	3,774,899
Funding target for retired participants and beneficiaries receiving payment	2023-10-31	2,732,699
Number of terminated vested participants	2023-10-31	32
Fundng target for terminated vested participants	2023-10-31	1,244,151
Active participant vested funding target	2023-10-31	268,578
Number of active participants	2023-10-31	11
Total funding liabilities for active participants	2023-10-31	268,578
Total participant count	2023-10-31	79
Total funding target for all participants	2023-10-31	4,245,428
Balance at beginning of prior year after applicable adjustments	2023-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2023-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2023-10-31	0
Prefunding balanced used to offset prior years funding requirement	2023-10-31	0
Amount remaining of carryover balance	2023-10-31	0
Amount remaining of prefunding balance	2023-10-31	0
Present value of excess contributions	2023-10-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-10-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-10-31	0
Reductions in caryover balances due to elections or deemed elections	2023-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2023-10-31	0
Balance of carryovers at beginning of current year	2023-10-31	0
Balance of prefunding at beginning of current year	2023-10-31	0
Total employer contributions	2023-10-31	47,560
Total employee contributions	2023-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2023-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-10-31	43,556
Unpaid minimum required contributions for all prior years	2023-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-10-31	0
Remaining amount of unpaid minimum required contributions	2023-10-31	0
Minimum required contributions for current year target normal cost	2023-10-31	0
Net shortfall amortization installment of oustanding balance	2023-10-31	470,529
Waiver amortization installment	2023-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2023-10-31	43,482
Additional cash requirement	2023-10-31	43,482
Contributions allocatedtoward minimum required contributions for current year	2023-10-31	43,556
Unpaid minimum required contributions for current year	2023-10-31	0
Unpaid minimum required contributions for all years	2023-10-31	0
2022: CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN 2022 401k membership
Market value of plan assets	2022-10-31	4,997,178
Acturial value of plan assets	2022-10-31	4,997,178
Funding target for retired participants and beneficiaries receiving payment	2022-10-31	2,569,592
Number of terminated vested participants	2022-10-31	31
Fundng target for terminated vested participants	2022-10-31	1,087,855
Active participant vested funding target	2022-10-31	339,592
Number of active participants	2022-10-31	13
Total funding liabilities for active participants	2022-10-31	339,592
Total participant count	2022-10-31	79
Total funding target for all participants	2022-10-31	3,997,039
Balance at beginning of prior year after applicable adjustments	2022-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-10-31	0
Prefunding balanced used to offset prior years funding requirement	2022-10-31	0
Amount remaining of carryover balance	2022-10-31	0
Amount remaining of prefunding balance	2022-10-31	0
Present value of excess contributions	2022-10-31	88,252
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-10-31	93,318
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-10-31	0
Reductions in caryover balances due to elections or deemed elections	2022-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-10-31	0
Balance of carryovers at beginning of current year	2022-10-31	0
Balance of prefunding at beginning of current year	2022-10-31	0
Total employer contributions	2022-10-31	0
Total employee contributions	2022-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-10-31	0
Unpaid minimum required contributions for all prior years	2022-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-10-31	0
Remaining amount of unpaid minimum required contributions	2022-10-31	0
Minimum required contributions for current year target normal cost	2022-10-31	0
Net shortfall amortization installment of oustanding balance	2022-10-31	0
Waiver amortization installment	2022-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-10-31	0
Additional cash requirement	2022-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-10-31	0
Unpaid minimum required contributions for current year	2022-10-31	0
Unpaid minimum required contributions for all years	2022-10-31	0
2021: CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN 2021 401k membership
Market value of plan assets	2021-10-31	4,087,227
Acturial value of plan assets	2021-10-31	4,087,227
Funding target for retired participants and beneficiaries receiving payment	2021-10-31	2,535,015
Number of terminated vested participants	2021-10-31	31
Fundng target for terminated vested participants	2021-10-31	1,146,424
Active participant vested funding target	2021-10-31	359,925
Number of active participants	2021-10-31	14
Total funding liabilities for active participants	2021-10-31	359,925
Total participant count	2021-10-31	79
Total funding target for all participants	2021-10-31	4,041,364
Balance at beginning of prior year after applicable adjustments	2021-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-10-31	0
Prefunding balanced used to offset prior years funding requirement	2021-10-31	0
Amount remaining of carryover balance	2021-10-31	0
Amount remaining of prefunding balance	2021-10-31	0
Present value of excess contributions	2021-10-31	593
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-10-31	626
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-10-31	0
Reductions in caryover balances due to elections or deemed elections	2021-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-10-31	0
Balance of carryovers at beginning of current year	2021-10-31	0
Balance of prefunding at beginning of current year	2021-10-31	0
Total employer contributions	2021-10-31	89,689
Total employee contributions	2021-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-10-31	88,252
Liquidity shortfalls end of Q1	2021-10-31	0
Liquidity shortfalls end of Q2	2021-10-31	0
Liquidity shortfalls end of Q3	2021-10-31	0
Liquidity shortfalls end of Q4	2021-10-31	0
Unpaid minimum required contributions for all prior years	2021-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-10-31	0
Remaining amount of unpaid minimum required contributions	2021-10-31	0
Minimum required contributions for current year target normal cost	2021-10-31	0
Net shortfall amortization installment of oustanding balance	2021-10-31	0
Waiver amortization installment	2021-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-10-31	0
Additional cash requirement	2021-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-10-31	88,252
Unpaid minimum required contributions for current year	2021-10-31	0
Unpaid minimum required contributions for all years	2021-10-31	0
2020: CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN 2020 401k membership
Market value of plan assets	2020-10-31	3,935,083
Acturial value of plan assets	2020-10-31	3,935,083
Funding target for retired participants and beneficiaries receiving payment	2020-10-31	2,464,778
Number of terminated vested participants	2020-10-31	24
Fundng target for terminated vested participants	2020-10-31	1,061,936
Active participant vested funding target	2020-10-31	614,957
Number of active participants	2020-10-31	24
Total funding liabilities for active participants	2020-10-31	614,957
Total participant count	2020-10-31	81
Total funding target for all participants	2020-10-31	4,141,671
Balance at beginning of prior year after applicable adjustments	2020-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-10-31	0
Prefunding balanced used to offset prior years funding requirement	2020-10-31	0
Amount remaining of carryover balance	2020-10-31	0
Amount remaining of prefunding balance	2020-10-31	0
Present value of excess contributions	2020-10-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-10-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-10-31	0
Reductions in caryover balances due to elections or deemed elections	2020-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-10-31	0
Balance of carryovers at beginning of current year	2020-10-31	0
Balance of prefunding at beginning of current year	2020-10-31	0
Total employer contributions	2020-10-31	58,145
Total employee contributions	2020-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-10-31	56,401
Liquidity shortfalls end of Q1	2020-10-31	0
Liquidity shortfalls end of Q2	2020-10-31	0
Liquidity shortfalls end of Q3	2020-10-31	0
Liquidity shortfalls end of Q4	2020-10-31	0
Unpaid minimum required contributions for all prior years	2020-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-10-31	0
Remaining amount of unpaid minimum required contributions	2020-10-31	0
Minimum required contributions for current year target normal cost	2020-10-31	0
Net shortfall amortization installment of oustanding balance	2020-10-31	206,588
Waiver amortization installment	2020-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-10-31	55,808
Carryover balance elected to use to offset funding requirement	2020-10-31	0
Prefunding balance elected to use to offset funding requirement	2020-10-31	0
Additional cash requirement	2020-10-31	55,808
Contributions allocatedtoward minimum required contributions for current year	2020-10-31	56,401
Unpaid minimum required contributions for current year	2020-10-31	0
Unpaid minimum required contributions for all years	2020-10-31	0
2019: CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN 2019 401k membership
Market value of plan assets	2019-10-31	3,645,769
Acturial value of plan assets	2019-10-31	3,645,769
Funding target for retired participants and beneficiaries receiving payment	2019-10-31	2,483,072
Number of terminated vested participants	2019-10-31	24
Fundng target for terminated vested participants	2019-10-31	953,762
Active participant vested funding target	2019-10-31	567,018
Number of active participants	2019-10-31	24
Total funding liabilities for active participants	2019-10-31	567,018
Total participant count	2019-10-31	81
Total funding target for all participants	2019-10-31	4,003,852
Balance at beginning of prior year after applicable adjustments	2019-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-10-31	0
Prefunding balanced used to offset prior years funding requirement	2019-10-31	0
Amount remaining of carryover balance	2019-10-31	0
Amount remaining of prefunding balance	2019-10-31	0
Present value of excess contributions	2019-10-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-10-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-10-31	0
Reductions in caryover balances due to elections or deemed elections	2019-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-10-31	0
Balance of carryovers at beginning of current year	2019-10-31	0
Balance of prefunding at beginning of current year	2019-10-31	0
Total employer contributions	2019-10-31	74,892
Total employee contributions	2019-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-10-31	71,117
Liquidity shortfalls end of Q1	2019-10-31	0
Liquidity shortfalls end of Q2	2019-10-31	0
Liquidity shortfalls end of Q3	2019-10-31	0
Liquidity shortfalls end of Q4	2019-10-31	0
Unpaid minimum required contributions for all prior years	2019-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-10-31	0
Remaining amount of unpaid minimum required contributions	2019-10-31	0
Minimum required contributions for current year target normal cost	2019-10-31	0
Net shortfall amortization installment of oustanding balance	2019-10-31	358,083
Waiver amortization installment	2019-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-10-31	71,117
Carryover balance elected to use to offset funding requirement	2019-10-31	0
Prefunding balance elected to use to offset funding requirement	2019-10-31	0
Additional cash requirement	2019-10-31	71,117
Contributions allocatedtoward minimum required contributions for current year	2019-10-31	71,117
Unpaid minimum required contributions for current year	2019-10-31	0
Unpaid minimum required contributions for all years	2019-10-31	0
2018: CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN 2018 401k membership
Market value of plan assets	2018-10-31	3,789,218
Acturial value of plan assets	2018-10-31	3,789,218
Funding target for retired participants and beneficiaries receiving payment	2018-10-31	2,207,229
Number of terminated vested participants	2018-10-31	24
Fundng target for terminated vested participants	2018-10-31	1,006,584
Active participant vested funding target	2018-10-31	680,404
Number of active participants	2018-10-31	28
Total funding liabilities for active participants	2018-10-31	680,404
Total participant count	2018-10-31	82
Total funding target for all participants	2018-10-31	3,894,217
Balance at beginning of prior year after applicable adjustments	2018-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-10-31	0
Prefunding balanced used to offset prior years funding requirement	2018-10-31	0
Amount remaining of carryover balance	2018-10-31	0
Amount remaining of prefunding balance	2018-10-31	0
Present value of excess contributions	2018-10-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-10-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-10-31	0
Balance of carryovers at beginning of current year	2018-10-31	0
Balance of prefunding at beginning of current year	2018-10-31	0
Total employer contributions	2018-10-31	43,985
Total employee contributions	2018-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-10-31	0
Liquidity shortfalls end of Q1	2018-10-31	0
Liquidity shortfalls end of Q2	2018-10-31	0
Liquidity shortfalls end of Q3	2018-10-31	0
Liquidity shortfalls end of Q4	2018-10-31	0
Unpaid minimum required contributions for all prior years	2018-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-10-31	0
Remaining amount of unpaid minimum required contributions	2018-10-31	0
Minimum required contributions for current year target normal cost	2018-10-31	0
Net shortfall amortization installment of oustanding balance	2018-10-31	104,999
Waiver amortization installment	2018-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-10-31	26,108
Carryover balance elected to use to offset funding requirement	2018-10-31	0
Prefunding balance elected to use to offset funding requirement	2018-10-31	0
Additional cash requirement	2018-10-31	26,108
Unpaid minimum required contributions for current year	2018-10-31	26,108
Unpaid minimum required contributions for all years	2018-10-31	0
2017: CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN 2017 401k membership
Market value of plan assets	2017-10-31	3,536,892
Acturial value of plan assets	2017-10-31	3,536,892
Funding target for retired participants and beneficiaries receiving payment	2017-10-31	1,995,430
Number of terminated vested participants	2017-10-31	33
Fundng target for terminated vested participants	2017-10-31	1,187,871
Active participant vested funding target	2017-10-31	662,275
Number of active participants	2017-10-31	29
Total funding liabilities for active participants	2017-10-31	662,275
Total participant count	2017-10-31	87
Total funding target for all participants	2017-10-31	3,845,576
Balance at beginning of prior year after applicable adjustments	2017-10-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-10-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-10-31	0
Prefunding balanced used to offset prior years funding requirement	2017-10-31	0
Amount remaining of carryover balance	2017-10-31	0
Amount remaining of prefunding balance	2017-10-31	0
Present value of excess contributions	2017-10-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-10-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-10-31	0
Balance of carryovers at beginning of current year	2017-10-31	0
Balance of prefunding at beginning of current year	2017-10-31	0
Total employer contributions	2017-10-31	57,571
Total employee contributions	2017-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-10-31	53,722
Liquidity shortfalls end of Q1	2017-10-31	0
Liquidity shortfalls end of Q2	2017-10-31	0
Liquidity shortfalls end of Q3	2017-10-31	0
Liquidity shortfalls end of Q4	2017-10-31	0
Unpaid minimum required contributions for all prior years	2017-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-10-31	0
Remaining amount of unpaid minimum required contributions	2017-10-31	0
Minimum required contributions for current year target normal cost	2017-10-31	0
Net shortfall amortization installment of oustanding balance	2017-10-31	308,684
Waiver amortization installment	2017-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-10-31	53,722
Additional cash requirement	2017-10-31	53,722
Contributions allocatedtoward minimum required contributions for current year	2017-10-31	53,722
Unpaid minimum required contributions for current year	2017-10-31	0
Unpaid minimum required contributions for all years	2017-10-31	0

Financial Data on CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN

Measure	Date	Value
2025 : CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-08-14	371167
Net assets as of the end of the plan year	2025-08-14	4462066
Total assets as of the beginning of the plan year	2025-08-14	4272201
Value of plan covered by a fidelity bond	2025-08-14	250000
Other income to plan in this plan year	2025-08-14	550161
Plan net income in this plan year	2025-08-14	189865
Net assets as of the end of the plan year	2025-08-14	4462066
Net assets as of the beginning of the plan year	2025-08-14	4272201
Employer contributions to plan in this plan year	2025-08-14	10871
Expensese paid to adminstrative service provicers from plan in this plan year	2025-08-14	28495

Form 5500 Responses for CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN

2008: CALIFORNIA ALUMNI ASSOCIATION PENSION PLAN 2008 form 5500 responses
2008-11-01	Type of plan entity	Single employer plan
2008-11-01	Submission has been amended	No
2008-11-01	This submission is the final filing	No
2008-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-11-01	Plan is a collectively bargained plan	No

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Company Name:	CALIFORNIA ALUMNI ASSOCIATION
Employer identification number (EIN):	941007751
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0161615