2023 Form 5500 filing — Retiree Medical Plan Of The Santa Monica Fire Fighters Association Health Benefit 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 20241016012503NAL0031237217001) for Retiree Medical Plan Of The Santa Monica Fire Fighters Association Health Benefit Trust, reported by Board Of Trustees, Retiree Medical Plan Of The Santa under EIN 95-7110165 and plan number 501. It reports 204 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016012503NAL0031237217001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Board Of Trustees, Retiree Medical Plan Of The Santa
- EIN
- 95-7110165
- Plan number
- 501
- Location
- Mukilteo, WA
- Participants
- 204
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,299,334
- Total liabilities (EOY)
- $93,238
- Net assets (EOY)
- $11,206,096
- Employer contributions
- $495,072
- Participant contributions
- $210,169
- Total income / additions
- $2,239,240
- Benefits paid
- $366,920
- Administrative expenses
- $187,819
- Total expenses
- $554,739
- Net increase / (decrease)
- $1,684,501
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vimly Benefit Solutions | NONE | $67,553 | not reported in the loaded dataset |
| The Wagner Law Group | NONE | $43,444 | not reported in the loaded dataset |
| Cheiron, Inc. | NONE | $32,696 | not reported in the loaded dataset |
| Payden & Rygel | NONE | $20,396 | $0 |
| Miller Kaplan Arase Llp | NONE | $13,000 | not reported in the loaded dataset |