Colorado School Basics

  • Established 1931
  • Currently open to new hires
  • Plan covers teachers
  • Plan members not covered by Social Security
  • Multiple employer, cost sharing plan

Assets, Participants, and Benefits

Assets at Year-End, Colorado School, 2005-2021

Fiscal Year Net Assets (billions)
2005 19.33
2006 21.64
2007 23.04
2008 16.42
2009 18.30
2010 19.87
2011 19.27
2012 20.68
2013 22.74
2014 22.92
2015 22.15
2016 22.58
2017 25.36
2018 23.48
2019 27.17
2020 30.67
2021 34.65

Source: Public Plans Database

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Number of Actives per Annuitant, 2005-2021

Fiscal Year Colorado School US State and Local Pensions
2005 2.8 2.1
2006 2.7 2.0
2007 2.6 2.0
2008 2.6 1.9
2009 2.5 1.9
2010 2.3 1.8
2011 2.2 1.7
2012 2.1 1.6
2013 2.1 1.5
2014 2.1 1.4
2015 2.0 1.4
2016 2.0 1.4
2017 1.9 1.4
2018 1.9 1.3
2019 1.9 1.3
2020 1.7 1.3
2021 1.7 1.3

Source: Public Plans Database

National data averages are weighted by plan size.

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Costs

Employer's Annual Required Contribution as a Percentage of Payroll and Portion Paid for Colorado School, 2005-2021

Fiscal Year Portion of Employer ARC paid Portion of Employer ARC left unpaid US Avg Employer ARC ARC as a Percent of Payroll
2005 9.3 10.1 14.4 19.3
2006 10.0 6.1 14.5 16.1
2007 10.3 6.9 14.6 17.2
2008 11.3 5.3 14.1 16.6
2009 12.2 6.6 14.4 18.8
2010 13.1 5.6 17.2 18.7
2011 14.0 1.7 18.4 15.7
2012 14.8 2.8 20.4 17.6
2013 15.6 4.2 21.0 19.8
2014 16.9 3.1 20.3 20.0
2015 17.8 4.5 20.5 22.3
2016 18.7 4.1 20.3 22.8
2017 19.2 3.8 21.4 23.0
2018 21.9 5.3 23.1 27.3
2019 22.1 2.0 24.6 24.1
2020 20.4 3.5 24.5 23.9
2021 22.7 0.0 24.1 21.2

Source: Public Plans Database

National data averages are weighted by plan size.

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Actuarial Funding

Actuarial Funded Ratio for Colorado School, 2005-2021

Fiscal Year Colorado School National Data
2005 73.9 85.4
2006 74.1 85.3
2007 75.5 86.3
2008 70.1 84.4
2009 69.2 78.4
2010 64.8 75.7
2011 60.2 74.3
2012 62.1 72.3
2013 60.3 71.9
2014 60.9 73.2
2015 60.7 73.2
2016 56.3 71.6
2017 59.4 72.1
2018 57.9 72.4
2019 59.9 72.5
2020 60.6 72.7
2021 65.3 74.9

Source: Public Plans Database

National data averages are weighted by plan size.

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Investments

Asset Allocation for Colorado School, 2021

Category Percent
Equities 58.3
Fixed Income 18.4
Private Equity 9.2
Real Estate 8.8
Cash 0.6
Other 0.0
Commodities 0.0
Hedge Fund 4.7
Misc. Alternatives 0.0

Source: Public Plans Database

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Asset Allocation for State and Local Pensions, 2021

Category Percent
Equities 47.1
Fixed Income 21.6
Private Equity 11.3
Real Estate 8.1
Cash 2.1
Other 0.5
Commodities 1.8
Hedge Fund 5.8
Misc. Alternatives 1.6

Source: Public Plans Database

National data averages are weighted by plan size.

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Asset allocation for Colorado School, 2005-2021

Fiscal Year Equities Fixed Income Private Equity Real Estate Cash Other Commodities Hedge Fund Misc. Alternatives
2005 60.2 23.4 8.6 6.1 0.6 0.0 1.1 0.0 0.0
2006 59.5 23.5 8.3 6.9 0.7 0.0 1.1 0.0 0.0
2007 59.0 23.9 7.7 7.6 0.7 0.0 1.1 0.0 0.0
2008 51.6 26.6 8.9 8.9 2.5 0.0 0.0 1.5 0.0
2009 58.9 22.4 9.6 6.0 1.2 0.0 0.0 1.9 0.0
2010 57.9 23.0 9.3 7.0 0.6 0.0 0.0 2.1 0.0
2011 55.5 23.6 9.3 8.6 0.9 0.0 0.0 2.1 0.0
2012 56.5 23.3 8.7 8.1 0.9 0.0 0.0 2.5 0.0
2013 58.4 23.4 7.8 7.1 0.8 0.0 0.0 2.5 0.0
2014 56.5 24.9 7.8 7.4 0.9 0.0 0.0 2.5 0.0
2015 55.5 24.7 8.2 8.6 0.8 0.0 0.0 2.2 0.0
2016 55.9 22.7 8.4 9.0 1.4 0.0 0.0 2.6 0.0
2017 57.7 21.9 8.0 8.6 0.4 0.0 0.0 3.4 0.0
2018 53.4 24.0 8.8 9.6 0.6 0.0 0.0 3.6 0.0
2019 56.9 22.1 8.1 8.9 0.5 0.0 0.0 3.5 0.0
2020 58.0 20.8 8.1 8.0 1.0 0.0 0.0 4.1 0.0
2021 58.3 18.4 9.2 8.8 0.6 0.0 0.0 4.7 0.0

Source: Public Plans Database

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Annual Return as of December 31 for Colorado School, 2005-2021

Fiscal Year Colorado School Assumed return
2005 9.80 8.50
2006 15.70 8.50
2007 10.00 8.50
2008 -26.00 8.50
2009 17.40 8.00
2010 14.00 8.00
2011 1.90 8.00
2012 12.90 8.00
2013 15.60 7.50
2014 5.70 7.50
2015 1.50 7.50
2016 7.30 7.25
2017 18.10 7.25
2018 -3.50 7.25
2019 20.30 7.25
2020 17.40 7.25
2021 16.10 7.25

Source: Public Plans Database

National data averages are weighted by plan size.

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Cash Flows

Cash Flow vs. Total Assets (Millions)
Colorado School
2005-2021

Fiscal Year Cash Flow Assets
2005 -538.9 19,327.6
2006 -646.5 21,636.0
2007 -738.7 23,043.2
2008 -784.6 16,415.8
2009 -854.8 18,302.8
2010 -902.1 19,870.3
2011 -966.3 19,274.6
2012 -1,032.6 20,676.4
2013 -1,072.8 22,740.0
2014 -1,094.4 22,920.6
2015 -1,111.9 22,152.8
2016 -1,140.9 22,581.0
2017 -1,200.7 25,362.7
2018 -1,054.2 23,477.6
2019 -983.1 27,171.4
2020 -1,054.0 30,674.2
2021 -867.4 34,654.7

Source: Public Plans Database

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Note: The PPD average is for plans with a similar fiscal year end (FYE) date to the plan presented on this page.


Cash Flow as a Percentage of Assets
Colorado School
2005-2021

Fiscal Year Colorado School National Average
2005 -2.8 -2.2
2006 -3.0 -2.2
2007 -3.2 -2.3
2008 -4.8 -2.9
2009 -4.7 -3.2
2010 -4.5 -3.2
2011 -5.0 -3.4
2012 -5.0 -3.3
2013 -4.7 -3.1
2014 -4.8 -2.9
2015 -5.0 -3.1
2016 -5.1 -3.2
2017 -4.7 -2.9
2018 -4.5 -3.1
2019 -3.6 -3.1
2020 -3.4 -2.9
2021 -2.5 -2.5

Source: Public Plans Database

National data averages are weighted by plan size.

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2021 Financial Reports

Benefits

Website for Colorado School benefit descriptions.