2025-11-12T17:16:25-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 255 E RIVER PARK CIRCLE STE 220 FRESNO CA 93720 990 2024-01-01 680449179 TRUST FOR RETIREES OF ASSOCIATED CALIFORNIA SCHOOLS TRUS 5592253030 955 N STREET FRESNO CA 937212216 JARED CRITCHFIELD TRUSTEE 5592253030 2025-11-12 1 0 CHRISTOPHER B MORSE P00448835 5593895700 2025-11-12 2024 2025-03-06 01:10:19Z JARED CRITCHFIELD 955 N STREET FRESNO CA 937212216 395959 0 X N/A X 2000 CA TO HELP DEFRAY THE COSTS OF POST-RETIREMENT HEALTH INSURANCE BENEFITS THAT WILL BE AVAILABLE TO PARTICIPANTS UPON RETIREMENT FROM A PUBLIC SCHOOL EMPLOYER. 8 8 0 0 0 0 0 0 287311 298739 47885 45470 325454 51750 660650 395959 0 0 286697 247034 0 0 0 0 0 70544 100318 357241 347352 303409 48607 1813717 2003292 2517 14509 1811200 1988783 TO HELP DEFRAY THE COSTS OF POST-RETIREMENT HEALTH INSURANCE BENEFITS THAT WILL BE AVAILABLE TO PARTICIPANTS UPON RETIREMENT FROM A PUBLIC SCHOOL EMPLOYER. 0 0 347352 TO HELP DEFRAY THE COSTS OF POST-RETIREMENT HEALTH INSURANCE BENEFITS THAT WILL BE AVAILABLE TO PARTICIPANTS UPON RETIREMENT FROM A PUBLIC SCHOOL EMPLOYER. 347352 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X BENEFIT ADMINISTRATION CORPORATION 5592253030 955 N STREET FRESNO CA 937212216 X JARED CRITCHFIELD TRUSTEE 0.00 X 0 0 0 SARAH CROWE TRUSTEE 0.00 X 0 0 0 TAMMY KAUP TRUSTEE 0.00 X 0 0 0 NANCY KOHLMAN TRUSTEE 0.00 X 0 0 0 JULIA MANDESON TRUSTEE 0.00 X 0 0 0 TERRY MCCRORY TRUSTEE 0.00 X 0 0 0 SEAN SNIDER TRUSTEE 0.00 X 0 0 0 ALICIA WHITSON TRUSTEE 0.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER AND EMPLOYEE 525100 298739 298739 298739 45470 45470 CAPITAL GAINS 900001 51750 51750 51750 395959 298739 0 97220 247034 6580 36500 9988 5434 11190 ADMINISTRATIVE FEES 28971 ACTUARIAL FEES 1655 347352 69603 83274 24825 25043 6085 15713 1713204 1879262 1813717 2003292 2517 14509 2517 14509 X 0 0 0 0 1811200 1988783 1811200 1988783 1813717 2003292 48607 128976 0 X X 0 1 X 1 0 0 MCMORGAN & COMPANY 1879262 F 1879262 X 524935 128976 128976 395959 0 395959 347352 0 347352 0 347352 PART X, LINE 2: THE TRUST RECOGNIZES THE EFFECT OF INCOME TAX PROVISIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED. THE TRUST DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. FORM 990, PART VI, SECTION A, LINE 3 ADMINISTRATION OF THE TRUST'S ACTIVITIES ARE CARRIED OUT BY BENEFITS ADMINISTRATION CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AND SIGNED BY A TRUSTEE. COPIES OF THE 990 ARE MAINTAINED WITH BENEFIT ADMINISTRATION CORPORATION AND ARE MADE AVAILABLE UPON REQUEST TO ALL TRUSTEES AND THE GENERAL PUBLIC. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL DISCLOSURE IS REQUIRED. THE CHAIRMAN DETERMINES TO TAKE NO ACTION, ASSURE FULL DISCLOSURE, ASK THE INDIVIDUAL TO RECUSE FROM PARTICIPATION, OR ASK THE INDIVIDUAL TO RESIGN FROM HIS OR HER POSITION IN THE TRUST. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS ARE MAINTAINED AT THE BENEFIT ADMINISTRATION CORPORATION'S OFFICE IN FRESNO, CA AND ARE AVAILABLE FOR REVIEW UPON REQUEST. FORM 990, PART XII, LINE 2C: THE TRUSTEES ACCEPT RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT.