Contra Costa Water District Retirement Plan Overview

  • Type
  • Public Pension Fund

  • Founded
  • 1962

Founded
  • Professionals
  • 3

Professionals
  • AUM
  • 00000

Contra Costa Water District Retirement Plan General Information

Description

Contra Costa Water District Retirement Plan is a single-employer defined benefit public pension fund based in Concord, California. Established in the year 1982, The plan provides retirement, annuity, health, and disability benefits to eligible government employees. The assets are managed by the Retirement Plan Committee. Wells Fargo serves as the Trustee.

Contact Information

Website
www.ccwater.com
Year Founded
1962
Open To Secondaries
0000
Open To First Time Founds
00000
Institution Type
Public Pension Fund
Primary Contact
000000 00000000
Title
Plan Administrator & Member of Retirement Plan Committee
Phone
+0 (000) 000-0000
Primary Office
  • 1331 Concord Avenue
  • Concord, CA 94520
  • United States
+1 (925) 000-0000

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Contra Costa Water District Retirement Plan Commitment Analytics

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Contra Costa Water District Retirement Plan Investment Allocations

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  • Target Equities:
    42.00 %  Target
    Current Equities:
    42.00 %  Actual
  • Target Fixed Income:
    42.00 %  Target
    Fixed Income:
    42.00 %  Actual
  • Target PE:
    42.00 %  Target
    Current PE:
    42.00 %  Actual
  • Target Real Estate:
    42.00 %  Target
    Real Estate:
    42.00 %  Actual
  • Target Cash:
    42.00 %  Target
    Current Cash:
    42.00 %  Actual
Investment allocations

Contra Costa Water District Retirement Plan Team (6)

Name Title Office
Lisa Borba President of Division 1, Director & Board Observer at Retirement Plan Committee Concord, CA
Ronald Jacobsma Plan Administrator & Member of Retirement Plan Committee Concord, CA
You’re viewing 2 of 6 team members. Get the full list »

Contra Costa Water District Retirement Plan Board Members (4)

Name Representing Role Since
John Burgh Contra Costa Water District Retirement Plan Director of the Board, Division 2 000 0000
Lisa Borba Contra Costa Water District Retirement Plan President of Division 1, Director & Board Observer at Retirement Plan Committee 000 0000
Mike Messner Contra Costa Water District Retirement Plan Chairman of Retirement Plan Committee 000 0000
Ronald Jacobsma Contra Costa Water District Retirement Plan Plan Administrator & Member of Retirement Plan Committee 000 0000
To view Contra Costa Water District Retirement Plan’s complete board members history, request access »