AUMdb

California School Employees Association Retiree Premium Tr

EIN 776175956 · 501(c)(9) · Public charity · San Jose, CA · recognized 2000

Assets
$77.5M
Revenue
$4.6M
Expenses
$3.1M
Investment income
$1.6M

Form 990 fiscal year ended 05/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Keith Pace Executive director $434,096 $63,134
Harold Deguzman Chief financial officer $249,728 $41,559
David Barber Chief counsel $223,336 $37,940
Andrew Kahn Chief counsel (thru 06/16/23) $123,233 $15,005
Adam Weinberger Association president $1,200 $0
Letetsia Fox Association 1st vp $600 $0
Jerry White Association 2nd vp $600 $0
Joshua Leimann Association secretary $600 $0
Troy Johnson Area director k $600 $0
Donald Snyder Area director i $600 $0
Olivia De Leon Area director g (as of 07/28/23) $600 $0
Rosemary Lopes Horn Area director e (as of 07/28/23) $600 $0
Helena Perkins Area director d $600 $0
Donnell Fassler Area director c $600 $0
Colette Hetland Area director b $600 $0
Ronald Walker Area director a $600 $0
Benjamin Valdepena Past president $600 $0
Freddie Arroyo Jr Area director f $400 $0
Bill Hagar Area director h $400 $0
Ivan Pastrano Area director g (thru 05/31/24) $0 $0
Carmen Alessandro Area director e (thru 05/31/24) $0 $0