Financial Information

Annual Reports

2017 Annual Report / Archive

Budgets

FY 2019-2020 Budget (PDF) / Archive

Comprehensive Annual Financial Reports (CAFRs)

FY 2018 CAFR (PDF) / Archive

Ten Year Capital Improvement Program (CIP)

FY 2019-2028 CIP (PDF) / Archive

State Controller Resources

Retirement Plan Trust

  1. Retirement Plan Trust Agreement (PDF)
  2. Amendment No. 1 (PDF)
  3. Amendment No. 2 (PDF)
  4. Amendment No. 3 (PDF)
  5. Amendment No. 4 (PDF)
  6. Amendment No. 5 (PDF)

Retirement Plan Investment

  1. Retirement Plan Trust Fund Investment Policy Statement (PDF)
  2. Retirement Plan FY18 First Quarter Investment Performance Evaluation Report (PDF)

Retirement Plan Actuarial Valuations

  1. Retirement Plan CY2019 Funding Final Results (PDF)
  2. Retirement Plan CY2018 Funding Final Results (PDF)
  3. Retirement Plan CY2017 Funding Final Results (PDF)
  4. Retirement Plan CY2016 Funding Final Results (PDF)
  5. Retirement Plan CY2015 Funding Final Results (PDF)

Other Post Employment Benefits (OPEB) Trust

  1. OPEB Trust Agreement (PDF)

OPEB Investment

  1. OPEB Investment and Asset Allocation Policy Statements (PDF)
  2. OPEB FY18 First Quarter Performance Report (PDF)

OPEB Actuarial Valuations

  1. OPEB CY2019 Contributions (PDF)
  2. OPEB CY2018 Contributions (PDF)
  3. OPEB CY2017 Contributions (PDF)
  4. OPEB CY2016 Contributions (PDF)
  5. OPEB CY2015 Contributions (PDF)