Annual Financial Reports

Comprehensive Annual Financial Report and Popular Annual Financial Report

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SBCERA creates a Comprehensive Annual Financial Report each year to report all financial, investment, actuarial and statistical information for the fiscal year. It is published at the end of each calendar year for the previous fiscal year. This annual report is considered a valuable resource for current and historical financial SBCERA data.

The information contained in each Comprehensive Annual Financial Report and Popular Annual Financial Report listed below has not been updated for developments subsequent to its issuance.

Comprehensive Annual Financial Reports (Annual Report)

Comprehensive Annual Financial Report 2020

Dated Information for Historical Reference Only.

Comprehensive Annual Financial Report 2019
Comprehensive Annual Financial Report 2018
Comprehensive Annual Financial Report 2017
Comprehensive Annual Financial Report 2016
Comprehensive Annual Financial Report 2015
Comprehensive Annual Financial Report 2014
Comprehensive Annual Financial Report 2013
Comprehensive Annual Financial Report 2012

Contact Fiscal Services at FiscalServices@sbcera.org to request copies of prior Comprehensive Annual Financial Reports.

Popular Annual Financial Reports (Popular Annual Report) 

Popular Annual Financial Report 2020

Dated Information for Historical Reference Only.

Popular Annual Financial Report 2019

The Popular Annual Financial Report summarizes the SBCERA Comprehensive Annual Financial Report for the fiscal year. The Popular Annual Financial Report is SBCERA’s opportunity to share highlights of SBCERA’s achievements, financial information covering the primary sources and uses of SBCERA’s assets, and the performance of SBCERA’s portfolio.

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