2023 Form 5500 filing — San Diego County Public Safety 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 20241015222523NAL0049982144001) for San Diego County Public Safety Retiree Medical Trust, reported by Board Of Trustees, San Diego County Public Safety under EIN 46-4728761 and plan number 501. It reports 5,071 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015222523NAL0049982144001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, San Diego County Public Safety
- EIN
- 46-4728761
- Plan number
- 501
- Location
- Seattle, WA
- Participants
- 5,071
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,909,264
- Total liabilities (EOY)
- $120,253
- Net assets (EOY)
- $28,789,011
- Employer contributions
- $2,284,527
- Participant contributions
- $483,337
- Total income / additions
- $6,346,168
- Benefits paid
- $561,405
- Administrative expenses
- $416,149
- Total expenses
- $977,554
- Net increase / (decrease)
- $5,368,614
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Healthinvest Hra | NONE | $321,014 | not reported in the loaded dataset |
| Gallagher Fiduciary Advisors, LLC | NONE | $25,000 | not reported in the loaded dataset |
| Gilbert & Sackman | NONE | $24,000 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $13,875 | not reported in the loaded dataset |
| Cheiron, Inc. | NONE | $7,000 | not reported in the loaded dataset |