2023 Form 5500 filing — Medical Expense Reimb Plan Of Irvine Employees Ben 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 20250404140936NAL0019586064003) for Medical Expense Reimb Plan Of Irvine Employees Ben Trust, reported by Irvine Employees Benefit Trust under EIN 33-0504955 and plan number 501. It reports 1,330 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250404140936NAL0019586064003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Irvine Employees Benefit Trust
- EIN
- 33-0504955
- Plan number
- 501
- Location
- Irvine, CA
- Participants
- 1,330
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,171,213
- Total liabilities (EOY)
- $10,110
- Net assets (EOY)
- $44,161,103
- Employer contributions
- $4,419,005
- Participant contributions
- $382,659
- Total income / additions
- $8,757,534
- Benefits paid
- $2,094,889
- Administrative expenses
- $331,019
- Total expenses
- $2,425,908
- Net increase / (decrease)
- $6,331,626
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vimly Benefit Solutions, Inc. | N/A | $131,809 | not reported in the loaded dataset |
| Chandler Asset Management | N/A | $69,638 | not reported in the loaded dataset |
| The Wagner Law Group | N/A | $52,960 | not reported in the loaded dataset |
| Moss Adams Llp | N/A | $31,944 | not reported in the loaded dataset |
| Cheiron, Inc | N/A | $27,050 | not reported in the loaded dataset |