Insurance carrier
CALIFORNIA VALUED TRUST
CALIFORNIA VALUED TRUST appears on 1 employer benefit contract in public Form 5500 Schedule A filings.
Book profile
CALIFORNIA VALUED TRUST writes 1 insured contract for 1 employer, all in California.
Life is the largest line (1 contract), followed by health (1).
Renewals concentrate on October 1: 100% of the dated welfare contracts have policy years ending in September, so most of the book comes up for review at once.
Offices that file under one name are added up on one row. The name links to the office with the most contracts on this carrier.
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Counted by each employer's own state. Largest first.
Contracts by line.
life 1 · health 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Employers with plans through CALIFORNIA VALUED TRUST
| Employer | Location | Broker | Renews |
|---|---|---|---|
| CALIFORNIA SCHOOL EMPLOYEES ASSOCIATION | SAN JOSE, CA | — | Oct 1FY2025 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)
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