# CTA Retiree Healthcare Trust

CTA Retiree Healthcare Trust is a Pension Fund based in Chicago, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Chicago, United States
- **Region:** North America
- **Address:** Chicago, IL, United States
- **Assets under management:** Undisclosed
- **Website:** https://www.ctaretirement.org/healthcare-trust

## Regulatory record

- **Reports private funds:** No

## About

CTA Retiree Healthcare Trust is a public pension fund based in Chicago, US. It manages approximately $1.1 billion in assets across 15 funds, primarily focused on North America.

## Sectors

- Healthcare Services

## Questions

### What is the trust's investment approach?

The trust follows a conservative, liability-driven investment strategy. The primary objective is capital preservation with sufficient liquidity to pay retiree healthcare claims. Portfolios are heavily weighted toward fixed-income instruments, with limited exposure to equities or alternative assets.

### How is the trust's funding status determined?

The trust's funded status is calculated through periodic actuarial valuations that compare current assets to the projected cost of future healthcare claims for current and future eligible retirees. Contributions from the CTA, retiree premiums, and investment returns are evaluated against these long-term liabilities.

### Does the trust accept investment from outside parties?

No. CTA Retiree Healthcare Trust is a single-employer plan. Its assets come solely from employer contributions, participant premiums, and investment earnings. It does not solicit or accept capital from external investors.

## Related profiles

- [CSSC Investment Development](https://altss.com/profile/cssc-investment-development)
- [CTA Wealth Advisors](https://altss.com/profile/cta-wealth-advisors)

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Last updated: 2026-06-03T20:00:00.000Z

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