2023 Form 5500 filing — Insurance And Benefits Trust Of The Peace Officers Research Association Of California - Safety
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 20241015181730NAL0029356673001) for Insurance And Benefits Trust Of The Peace Officers Research Association Of California - Safety, reported by Insurance And Benefits Trust Of The Porac under EIN 68-6068469 and plan number 501. It reports 70,957 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015181730NAL0029356673001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Insurance And Benefits Trust Of The Porac
- EIN
- 68-6068469
- Plan number
- 501
- Location
- Sacramento, CA
- Participants
- 70,957
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,785,433
- Total liabilities (EOY)
- $2,125,979
- Net assets (EOY)
- $6,659,454
- Employer contributions
- $1,896,414
- Participant contributions
- $5,928,609
- Total income / additions
- $9,207,109
- Benefits paid
- $6,716,479
- Administrative expenses
- $2,097,824
- Total expenses
- $8,814,303
- Net increase / (decrease)
- $392,806
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ibt Health Plan | RELATED PLAN | $926,869 | not reported in the loaded dataset |
| Myers-Stevens Toohey And Co Inc | NONE | $493,856 | not reported in the loaded dataset |
| Wagner Law Group | NONE | $82,763 | not reported in the loaded dataset |
| Ios Staffing Services | NONE | $68,237 | not reported in the loaded dataset |
| Eide Bailly | NONE | $67,189 | not reported in the loaded dataset |
| The Segal Company | NONE | $63,109 | not reported in the loaded dataset |
| Withumsmith+Brown Pc | NONE | $50,331 | not reported in the loaded dataset |
| Ubs | NONE | $42,979 | not reported in the loaded dataset |
| Premier Technology Solutions | NONE | $20,381 | not reported in the loaded dataset |
| Benesys | NONE | $19,566 | not reported in the loaded dataset |
| Airespring | NONE | $16,204 | not reported in the loaded dataset |
| Premier Access | NONE | $11,665 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | NONE | $0 | $10,007 |
| Cleanit Maintenance Systems | NONE | $7,158 | not reported in the loaded dataset |
| Acco Engineered Systems | NONE | $6,777 | not reported in the loaded dataset |
| Shaw Law Group | NONE | $6,482 | not reported in the loaded dataset |
| 911 Media Advertising | NONE | $6,142 | not reported in the loaded dataset |
| James Murphy Cpa | NONE | $5,482 | not reported in the loaded dataset |
| Skillpath Seminars | NONE | $5,140 | not reported in the loaded dataset |