Pension Fund

Updated:

California Teachers Association Employees Retirement Benefits Plan

The California Teachers Association Employees Retirement Benefits Plan was established to serve staff of the California Teachers Association.

California Teachers Association Employees Retirement Benefits Plan logo

California Teachers Association Employees Retirement Benefits Plan

The California Teachers Association Employees Retirement Benefits Plan was established to serve staff of the California Teachers Association. Primary sponsors include the California Teachers Association, California Associate Staff, and California Staff Organization. The plan supplies benefit information and forms to participants. It remains subject to federal funding regulations and has followed a rehabilitation plan while in critical status. No public details exist on asset allocation, investment vehicles, or portfolio holdings. The plan lists an investment portfolio location in Pleasanton, CA. Named trustees oversee governance alongside the sponsoring organizations. No dated operational events from the last 24 months appear in available records.

General information

Firm type

Pension Fund

Location

Region

North America

Country

United States

City

Burlingame

Corporate office

Burlingame, CA, United States

Principals

Leslie Littman

Chairperson of the Board of Trustees

Theresa Montano

Trustee

Karen Kyhn

Trustee

Carole Anne Luckenbach

Trustee

Gerry Fong

Trustee

BoMee Musetti

Trustee

Linda Virden

Trustee

Susan Midori Jones

Trustee

Frequently asked questions

Who sponsors the California Teachers Association Employees Retirement Benefits Plan?

The California Teachers Association serves as primary sponsor. California Associate Staff and California Staff Organization participate as additional sponsors and employers.

Who serves on the Board of Trustees?

Leslie Littman acts as Chairperson. Trustees include Theresa Montano, Karen Kyhn, Carole Anne Luckenbach, Gerry Fong, BoMee Musetti, Linda Virden, and Susan Midori Jones.

What is the plan's regulatory status?

The plan is subject to federal pension funding regulations. It has been in critical status and operates under a required rehabilitation plan.

Where does the plan maintain its investment portfolio operations?

Investment portfolio operations are located in Pleasanton, CA.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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