2025-04-08T18:05:43-05:00 2024-05-31 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2023-06-01 776175956 CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION RETIREE PREMIUM TRUST CALI 4084731000 2045 LUNDY AVENUE SAN JOSE CA 95131 HAROLD DEGUZMAN CFO 4084331227 2025-03-24 1 1 KEITH R GLEN P01317613 9166466464 2025-03-24 2023 2025-03-06 01:10:19Z KEITH PACE 2045 LUNDY AVENUE SAN JOSE CA 95131 4746316 0 X N/A X 1999 CA LIFE INSURANCE, MEDICAL, AND OTHER BENEFITS FOR ELIGIBLE RETIREES. 15 15 0 15 0 0 0 0 2951523 2984199 1202478 1615115 72 11001 4154073 4610315 0 0 2951523 2984199 0 0 0 0 0 87495 119206 3039018 3103405 1115055 1506910 65599442 77470332 43631647 45361350 21967795 32108982 FUNDS RECEIVED WILL BE INVESTED AND USED FOR THE PAYMENT OF MEDICAL AND LIFE INSURANCE PREMIUMS FOR ITS ELIGIBLE RETIREES AS WELL AS OTHER BENEFITS INCIDENTAL THERE TO. 0 0 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. 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 CA X HAROLD DEGUZMAN 4084731000 2045 LUNDY AVENUE SAN JOSE CA 95131 ADAM WEINBERGER ASSOCIATION PRESIDENT 1.00 40.00 X X 0 1200 0 LETETSIA FOX ASSOCIATION 1ST VP 1.00 5.00 X X 0 600 0 JERRY WHITE ASSOCIATION 2ND VP 1.00 5.00 X X 0 600 0 JOSHUA LEIMANN ASSOCIATION SECRETARY 1.00 5.00 X 0 600 0 BENJAMIN VALDEPENA PAST PRESIDENT 1.00 5.00 X 0 600 0 RONALD WALKER AREA DIRECTOR A 1.00 5.00 X 0 600 0 COLETTE HETLAND AREA DIRECTOR B 1.00 5.00 X 0 600 0 DONNELL FASSLER AREA DIRECTOR C 1.00 5.00 X 0 600 0 HELENA PERKINS AREA DIRECTOR D 1.00 5.00 X 0 600 0 CARMEN ALESSANDRO AREA DIRECTOR E (THRU 05/31/24) 1.00 5.00 X 0 0 0 ROSEMARY LOPES-HORN AREA DIRECTOR E (AS OF 07/28/23) 1.00 5.00 X 0 600 0 FREDDIE ARROYO JR AREA DIRECTOR F 1.00 5.00 X 0 400 0 IVAN PASTRANO AREA DIRECTOR G (THRU 05/31/24) 1.00 5.00 X 0 0 0 OLIVIA DE LEON AREA DIRECTOR G (AS OF 07/28/23) 1.00 5.00 X 0 600 0 BILL HAGAR AREA DIRECTOR H 1.00 5.00 X 0 400 0 DONALD SNYDER AREA DIRECTOR I 1.00 5.00 X 0 600 0 TROY JOHNSON AREA DIRECTOR K 1.00 5.00 X 0 600 0 KEITH PACE EXECUTIVE DIRECTOR 1.00 40.00 X 0 434096 63134 HAROLD DEGUZMAN CHIEF FINANCIAL OFFICER 1.00 40.00 X 0 249728 41559 DAVID BARBER CHIEF COUNSEL 1.00 40.00 X 0 223336 37940 ANDREW KAHN CHIEF COUNSEL (THRU 06/16/23) 1.00 40.00 X 0 123233 15005 0 1039593 157638 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 2984199 2984199 2984199 1614238 1614238 136878 136001 877 877 877 OTHER INCOME 900099 11001 11001 11001 4610315 2995200 0 1615115 2984199 119206 3103405 775974 692386 39726 70971 64783742 76706975 65599442 77470332 43631647 45361350 43631647 45361350 X 0 0 0 0 21967795 32108982 21967795 32108982 65599442 77470332 X 1506910 10363980 -1729703 X X 0 1 X 1 0 0 BENEFIT OBLIGATION 45361350 45361350 X 14974295 10363980 10363980 4610315 0 4610315 3103405 0 3103405 0 3103405 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATION BELIEVES THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO 2020. LINE 4D CURRENT YEAR NET DECREASE IN BENEFIT OBLIGATION. X 0 0 0 KEITH PACE EXECUTIVE DIRECTOR 0 434096 0 0 0 0 0 30500 0 32634 0 497230 0 0 HAROLD DEGUZMAN CHIEF FINANCIAL OFFICER 0 249728 0 0 0 0 0 13911 0 27648 0 291287 0 0 DAVID BARBER CHIEF COUNSEL 0 223336 0 0 0 0 0 25199 0 12741 0 261276 0 0 PART I, LINE 3 CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION RETIREE PREMIUM TRUST DOES NOT HAVE ANY EMPLOYEES AND THEREFORE NO POLICIES EXIST. HOWEVER, THE ORGANIZATION HAS A RELATED ORGANIZATION, CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION, AND THEY USE APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE AS THEIR METHOD FOR ESTABLISHING COMPENSATION. FORM 990, PART VI, SECTION A, LINE 6 SEE EXPLANATION FOR LINE 7A AND 7B. FORM 990, PART VI, SECTION A, LINE 7A BOARD MEMBERS ARE ELECTED BY THE GENERAL MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7B CHANGES TO THE CONSTITUTION AND BYLAWS ARE VOTED ON BY MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WILL BE REVIEWED BY THE CHIEF FINANCIAL OFFICER BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE EMPLOYER ORGANIZATION CALIFORNIA SCHOOL EMPLOYEES ASSOICATION HAS A CONFLICT OF INTEREST POLICY IN PLACE. ALL OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO SIGN A FORM ANNUALLY AGREEING TO COMPLY WITH THE POLICY AND TO DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 N/A - THE TRUST HAS NO EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST & FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: NET DECREASE IN BENEFIT OBLIGATION -1,729,703. FORM 990, PART XII, LINE 2C THE PROCESS FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT AND THE PROCESS FOR SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION 2045 LUNDY AVE SAN JOSE CA 95131 941301733 PROMOTE AND PROTECT THE RIGHTS & WELFARE OF ITS MEMBERS CA 501(C)(5) N/A 0 PACE OF CSEA PAC 555 CAPITOL MALL SUITE 1425 SACRAMENTO CA 95814 680236443 TO PARTICIPATE IN STATE AND/OR LOCAL CANDIDATE ELECTIONS CA 527 CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION 0 PACE OF CSEA LOCAL STATE FEDERAL CANDIDATES 555 CAPITOL MALL SUITE 1425 SACRAMENTO CA 95814 272195724 TO PARTICIPATE IN LOCAL, STATE AND FEDERAL CANDIDATE ELECTIONS CA 527 CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0