2023 Form 5500 filing — California Association Of Professional Firefighters Long Term Disability Plan
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 20250410233728NAL0042761650001) for California Association Of Professional Firefighters Long Term Disability Plan, reported by California Association Of Professional Firefighters Long Disability Pl under EIN 37-1739532 and plan number 503. It reports 18,166 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410233728NAL0042761650001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- California Association Of Professional Firefighters Long Disability Pl
- EIN
- 37-1739532
- Plan number
- 503
- Location
- Jackson, CA
- Participants
- 18,166
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,967,979
- Total liabilities (EOY)
- $1,413,927
- Net assets (EOY)
- $12,554,052
- Participant contributions
- $6,433,994
- Total income / additions
- $8,490,855
- Benefits paid
- $5,629,272
- Administrative expenses
- $1,434,528
- Total expenses
- $7,063,800
- Net increase / (decrease)
- $1,427,055
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ca Public Safety Administrators | N/A | $1,064,134 | not reported in the loaded dataset |
| Weintraub Tobin Chediak Coleman Gro | N/A | $69,996 | not reported in the loaded dataset |
| Wells Fargo Clearing Services, LLC | N/A | $57,785 | not reported in the loaded dataset |
| Risk Strategies Consulting | N/A | $44,989 | not reported in the loaded dataset |
| Moss Adams Llp | N/A | $44,810 | not reported in the loaded dataset |
| Heroik Media | N/A | $14,850 | not reported in the loaded dataset |
| Rita Kerr (Medical Director) | N/A | $14,537 | not reported in the loaded dataset |
| Erick Mattson | TRUSTEE & PRESIDENT | $12,301 | not reported in the loaded dataset |
| Dennis Campanale | TRUSTEE & CFO | $9,183 | not reported in the loaded dataset |
| Aimee New | TRUSTEE & VP | $8,009 | not reported in the loaded dataset |
| Nick Faraclas | TRUSTEE & SECRETARY | $7,508 | not reported in the loaded dataset |
| Steve Sandefer | TRUSTEE & VP | $6,786 | not reported in the loaded dataset |
| Wells Fargo Bank, N.A. | N/A | $6,483 | not reported in the loaded dataset |