2023 Form 5500 filing — San Diego City 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 20241209224416NAL0014782112001) for San Diego City Employees Retiree Medical Trust, reported by Trustees Of The San Diego City Employees Retiree Medical Trust under EIN 45-4698959 and plan number 501. It reports 2,702 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241209224416NAL0014782112001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trustees Of The San Diego City Employees Retiree Medical Trust
- EIN
- 45-4698959
- Plan number
- 501
- Location
- Spokane, WA
- Participants
- 2,702
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $272,233,327
- Total liabilities (EOY)
- $23,561
- Net assets (EOY)
- $272,209,766
- Employer contributions
- $15,799,833
- Total income / additions
- $44,699,342
- Benefits paid
- $12,419,888
- Administrative expenses
- $470,278
- Total expenses
- $12,890,166
- Net increase / (decrease)
- $31,809,176
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Benefit Services Inc. | PLAN ADMINISTRATOR | $297,561 | not reported in the loaded dataset |
| Rbc Wealth Management | N/A | $75,000 | not reported in the loaded dataset |
| Weinberg Roger & Rosenfeld | N/A | $48,000 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | N/A | $27,773 | not reported in the loaded dataset |