# California Teachers Association Employees Retirement Benefits Plan

California Teachers Association Employees Retirement Benefits Plan is a Pension Fund based in Burlingame, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Burlingame, United States
- **Region:** North America
- **Address:** Burlingame, CA, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **Reports private funds:** No

## About

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.

## People

- 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

## 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.

## Related profiles

- [California Organized Investment Network](https://altss.com/profile/california-organized-investment-network)
- [California Transportation Commission](https://altss.com/profile/california-transportation-commission)

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Last updated: 2026-08-10T19:36:47.593Z

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