2023 Form 5500 filing — Medical Expense Reimbursement Plan Of The Burbank Employees Retiree Medical Trust
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 20241011145511NAL0011057011001) for Medical Expense Reimbursement Plan Of The Burbank Employees Retiree Medical Trust, reported by Board Of Trustees, Medical Expense Reimbursement under EIN 01-6231970 and plan number 501. It reports 1,945 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011145511NAL0011057011001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Medical Expense Reimbursement
- EIN
- 01-6231970
- Plan number
- 501
- Location
- Los Angeles, CA
- Participants
- 1,945
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,444,870
- Total liabilities (EOY)
- $49,680
- Net assets (EOY)
- $50,395,190
- Employer contributions
- $1,537,600
- Participant contributions
- $1,282,215
- Total income / additions
- $8,745,055
- Benefits paid
- $1,973,682
- Administrative expenses
- $497,301
- Total expenses
- $2,470,983
- Net increase / (decrease)
- $6,274,072
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Programs Administration | NONE | $211,429 | not reported in the loaded dataset |
| Sei Private Trust Company | NONE | $139,847 | $0 |
| Wagner Law Group | NONE | $48,153 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $33,500 | not reported in the loaded dataset |