2023 Form 5500 filing — Santa Monica Police Officers' Association Reimbursement 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 20241014125506NAL0014955427001) for Santa Monica Police Officers' Association Reimbursement Trust, reported by Board Of Trustees, Santa Monica Police Officers' under EIN 95-7011261 and plan number 501. It reports 385 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014125506NAL0014955427001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Board Of Trustees, Santa Monica Police Officers'
- EIN
- 95-7011261
- Plan number
- 501
- Location
- Los Angeles, CA
- Participants
- 385
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,807,735
- Total liabilities (EOY)
- $278,886
- Net assets (EOY)
- $25,528,849
- Employer contributions
- $362,805
- Participant contributions
- $652,824
- Total income / additions
- $4,191,142
- Benefits paid
- $1,094,296
- Administrative expenses
- $247,910
- Total expenses
- $1,342,206
- Net increase / (decrease)
- $2,848,936
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services, Inc. | NONE | $119,045 | not reported in the loaded dataset |
| Benefit Programs Administration | NONE | $51,680 | not reported in the loaded dataset |
| Wagner Law | NONE | $22,677 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $21,200 | not reported in the loaded dataset |