Comprehensive Annual Financial Report

Comprehensive Annual Financial Report
For Fiscal Year Ended June 30, 2018

Overview
Jack Ehnes

The Comprehensive Annual Financial Report of the California State Teachers’ Retirement System, for the fiscal year ended June 30, 2018, reflects the collaborative effort of CalSTRS staff under the leadership of the Teachers’ Retirement Board. Once again they produced an outstanding report.

CalSTRS continues to be a leader in investment diversity and sustainability. CalSTRS is successful because of the diligent efforts of staff, advisors, organizations and many others who are dedicated to the financial welfare of California’s educators. To all of you and our members I say, thank you.

Jack Ehnes
Chief Executive Officer

For accessible versions of files on this page, contact ADACoordinator@CalSTRS.com.

 

Download Entire Comprehensive Annual Financial Report

Details performance of CalSTRS state fund at the end of the last fiscal year (July 1-June 30). This is the complete report.

Introduction

A summary of the information found in each section of the report; review of CalSTRS corporate administration.

Financial

Financial overview of CalSTRS and independent auditor’s report.

Investments

A review of CalSTRS diversified investment portfolio for fiscal year 2017-2018; summary of major proxy issue votes. Includes easy-to-read investment charts and graphs.

Actuarial

Actuarial valuation and tables for Defined Benefit, Defined Benefit Supplement, Cash Balance Benefit and Medicare Premium Payment programs.

Statistical

Detailed data on CalSTRS membership in the Teachers’ Retirement Fund including: Defined Benefit, Defined Benefit Supplement and Cash Balance Benefit programs. Detailed data on Pension2 and Medicare Premium Payment programs.