Fund Reports

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  1. About LACERA

    About LACERA

    City of Los Angeles skyline
    Our mission is to produce, protect, and provide the promised benefits to our members.
    1. Who We Are

      1. News
      2. Mission, Vision, and Values
      3. Careers
      4. Business Opportunities
      5. Contact Us
    2. Leadership

      1. Board of Retirement
      2. Board of Investments
      3. Board Meetings
      4. Executive Team
      5. Divisions
    3. Accountability

      1. Retirement Law
      2. Governing Documents
      3. Investments
      4. Annual Reports
      5. Public Records
  2. Active Members

    Active Members

    A busy crowd walking by buildings.
    Our defined benefit plans were created to provide you with financial security.
      1. General Plans

      2. Plans A/B/C
      3. Plan D
      4. Plan E
      5. Plan G
      6. Safety Plans

      7. Plans A/B
      8. Plan C
    1. Active Service

      1. Contributions
      2. Service Credit
      3. Compensation
      4. Reciprocity
      5. Terminating Service
      6. Felony Forfeiture
      7. Pre-Retirement Divorce
      8. Disability Retirement
    2. Retirement Planning

      1. Benefit Estimates
      2. Steps to Prepare
      3. Ready to Retire
      4. Workshops
      5. Retirement Options
      6. Beneficiaries
      7. Power of Attorney
  3. Retirees and Families

    Retirees and Families

    View of dock overlooking the water.
    Your monthly allowance is guaranteed, and benefits extend to families and survivors.
    1. Retirement Payments

      1. Your Paystub
      2. Cost of Living
      3. Direct Deposit
      4. Tax Requirements
      5. Returning to Work
      6. Divorce
      7. Admin Appeals
    2. Families and Survivors

      1. Benefits Process
      2. Eligible Beneficiaries
      3. Survivor Benefits
      4. Survivor Healthcare
      5. Taxability of Benefits
  4. Retiree Healthcare

    Retiree Healthcare

    The hallway of a hospital.
    We provide comprehensive healthcare plans and resources to keep you healthy in retirement.
    1. Program Basics

      1. Healthcare Eligibility
      2. Paying for Coverage
      3. Manage Your Enrollment
      4. Medicare
      5. COBRA
      6. Healthcare Resources
      7. Healthcare Legislation
    2. Healthcare Plans

      1. Anthem Blue Cross of CA
      2. Cigna
      3. Kaiser Permanente
      4. SCAN
      5. United Healthcare
      6. Dental/Vision Plans

Accountability

  1. Retirement Law
  2. Governing Documents
  3. Investments
    1. Roles and Responsibilities
    2. Investment Strategy
    3. Fund Reports
    4. Corporate Governance
    5. Disclosures
  4. Annual Reports
  5. Public Records
Begin content

Monthly CIO Report

The CIO’s monthly report to the Board summarizes the pension and OPEB trusts’ performance and returns, as well as updates on the portfolio, key initiatives, operations, and managers/consultants.

  • CIO Monthly Report: October 2023
  • CIO Monthly Report: September 2023
  • CIO Monthly Report: August 2023
  • CIO Monthly Report: July 2023
  • CIO Monthly Report: June 2023
  • CIO Monthly Report: May 2023

Quarterly Reporting Package

The quarterly reporting package to the Board provides an in-depth review of the most recent quarter's results for LACERA's defined benefit plan and OPEB Master Trust. Each respective report provides detailed analytics related to investment performance and risk measurement across all asset categories. Also included are LACERA's manager scorecards, emerging manager program results, and public market fees data.

  • OPEB Performance Report: Q2 2023
  • Total Fund Performance Report: Q2 2023
  • OPEB Performance Report: Q1 2023
  • Total Fund Performance Report: Q1 2023
  • OPEB Performance Report: Q4 2022
  • Total Fund Performance Report: Q4 2022
  • OPEB Performance Report: Q3 2022
  • Total Fund Performance Report: Q3 2022
  • OPEB Performance Report: Q2 2022
  • Total Fund Performance Report: Q2 2022
  • OPEB Performance Report: Q1 2022
  • Total Fund Performance Report: Q1 2022

Functional Category Reports

The Functional Category Reports provide category specific updates consisting of introductory overviews and current initiatives.

Credit Investments

  • BOI Credit Structure Review

Growth Investments

  • 2022 Growth Structure Review and Investment Guidelines
  • BOI Growth Category Biennial Structure Review
  • Amended 2021-2022 Growth Structure Review

Real Assets and Inflation Hedges

  • Real Assets Structure Review
  • Real Estates Structure Review

Risk Reduction and Mitigation Investments

  • BOI Risk Reduction and Mitigation Structure Review

Investment Holdings

The Investment Holdings report provides position-level data grouped by LACERA’s liquid and illiquid assets.

  • Liquid Assets

Additional Reports and Communications

  • Manager Scorecard: Q2 2023
  • Manager Scorecard: Q1 2023
  • Manager Scorecard: Q4 2022
  • 2023 Work Plan and Strategic Initiatives
  • Manager Scorecard: Q3 2022
  • 2022 Annual Fee Analysis-Total Fund Report
  • 2022 T.I.D.E. Annual Review
  • Manager Scorecard: Q2 2022
  • Manager Scorecard: Q1 2022

Los Angeles County Employees Retirement Association

Appointment Reservations
LACERA
Los Angeles County Employees Retirement Association

Member Service Center

M – F, 7 a.m. – 5 p.m. PT

Holiday Schedule

300 N. Lake Ave.
Pasadena, CA 91101

Contact Us

Member Services Call Center

M – F, 7 a.m. – 5:30 p.m. PT

800-786-6464

Retiree Healthcare

800-786-6464

Business

M – F, 8 a.m. – 5 p.m. PT

PO Box 7060
Pasadena, CA 91109-7060

Phone 626-564-6000

Fax 626-564-6155

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