2023 Form 5500 filing — Premium Reimb Plan Of Vcpfa 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 20250403155521NAL0011740801001) for Premium Reimb Plan Of Vcpfa Benefit Trust, reported by Ventura County Professional Firefighters Assoc. under EIN 95-6107981 and plan number 501. It reports 672 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250403155521NAL0011740801001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ventura County Professional Firefighters Assoc.
- EIN
- 95-6107981
- Plan number
- 501
- Location
- Camarillo, CA
- Participants
- 672
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,166,229
- Total liabilities (EOY)
- $12,138
- Net assets (EOY)
- $19,154,091
- Employer contributions
- $1,082,168
- Participant contributions
- $15,854
- Total income / additions
- $2,801,187
- Benefits paid
- $1,098,672
- Administrative expenses
- $199,939
- Total expenses
- $1,298,611
- Net increase / (decrease)
- $1,502,576
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morton Capital Management LLC | N/A | $95,006 | not reported in the loaded dataset |
| Moss Adams Llp | N/A | $57,380 | not reported in the loaded dataset |
| Ventura County Pfa | PLAN SPONSOR | $20,951 | not reported in the loaded dataset |
| Cavanaugh Macdonald Consulting, LLC | N/A | $10,000 | not reported in the loaded dataset |
| Bulldog Investors Llp | N/A | $5,971 | not reported in the loaded dataset |