AUMdb

California Coalition Of Employee Benefit Plan Sponsors

EIN 800479742 · 501(c)(6) · Public charity · San Diego, CA · recognized 2011

Assets
$611K
Revenue
$316K
Expenses
$278K
Investment income
$11.2K

Form 990 fiscal year ended 12/31/2024

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
Steve Kaplan Chair $0 $0
John Anella Vice chair $0 $0
Lora Duzyk Treasurer $0 $0
Nadine Bennett Director $0 $0
Ron Reese Director $0 $0
Ken Stuart Director $0 $0
Patrick Prezioso Director $0 $0
Dave Gauthier Director $0 $0
Marlon Mccurdy Director $0 $0