2023 Form 5500 filing — Legal Defense Fund Of The Peace Officers Research Assoc Of Ca
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009193450NAL0019862801001) for Legal Defense Fund Of The Peace Officers Research Assoc Of Ca, reported by Peace Officers Research Assoc Of Ca under EIN 23-7077256 and plan number 501. It reports 143,187 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009193450NAL0019862801001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peace Officers Research Assoc Of Ca
- EIN
- 23-7077256
- Plan number
- 501
- Location
- Sacramento, CA
- Participants
- 143,187
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,456,644
- Total liabilities (EOY)
- $18,828,219
- Net assets (EOY)
- $48,628,425
- Participant contributions
- $24,019,042
- Total income / additions
- $34,441,533
- Benefits paid
- $19,920,794
- Administrative expenses
- $4,268,752
- Total expenses
- $24,189,546
- Net increase / (decrease)
- $10,251,987
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Legal Defense Administrators Inc. | N/A | $3,501,105 | not reported in the loaded dataset |
| Saltzman & Johnson | N/A | $101,908 | not reported in the loaded dataset |
| Moss Adams Llp | N/A | $46,283 | not reported in the loaded dataset |
| Fred Rowbotham | TRUSTEE | $36,103 | not reported in the loaded dataset |
| Porac Law Enforcement News | N/A | $35,200 | not reported in the loaded dataset |
| Porac | SPONSOR | $18,938 | not reported in the loaded dataset |
| David Woziniak | TRUSTEE | $17,047 | not reported in the loaded dataset |
| David J. Reed, Cpa | N/A | $16,826 | not reported in the loaded dataset |
| Barry Donelan | TRUSTEE | $8,878 | not reported in the loaded dataset |
| Todd Fraizer | TRUSTEE | $8,782 | not reported in the loaded dataset |
| Pacific Management Advisors, Inc. | N/A | $7,263 | not reported in the loaded dataset |