Actuarial, Financial and Investor Information

Actuarial, Financial and Investor Information
Actuarial Valuations; Comprehensive Annual Financial Report; CalSTRS Financial Statement

Overview Chad Christman
Overview William Yee

Fast Facts

A quick glimpse into the most current information on CalSTRS membership, investments and funding.

Overview William Yee

CalSTRS Annual Budget Report

CalSTRS Annual Budget Report provides a comprehensive summary of the system’s total budget and strategic initiatives for the upcoming fiscal year.

Overview Patrice Wohl

Actuarial Valuations

These reports provide actuarial valuations and projections for the Teachers’ Retirement Plan, including:

  • Defined Benefit Program
  • Defined Benefit Supplement Program
  • Cash Balance Benefit Program
  • Medicare Premium Payment Program
  • SBMA Funding Sufficiency
  • Pension2®
Overview William Yee

Actuarial Experience Analysis

Review of the actuarial methods and the economic and demographic assumptions for the period July 1, 2010 through June 30, 2015. The results of this analysis are the basis for the actuarial assumptions and methods to be used in the actuarial valuations to be performed as of June 30, 2016.

Overview Melissa Wiese

Member Demographics

This infographic provides a look at the demographics of total active members and total retired members, including age, gender, years of service credit, average service credit and more, as of June 30, 2018.