2023 Form 5500 filing — Medical Expense Reimbursement Plan Of The Porac 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 20250412131536NAL0047345810001) for Medical Expense Reimbursement Plan Of The Porac Retiree Medical Trust, reported by Peace Officers Research Association Of California under EIN 23-7077256 and plan number 503. It reports 6,830 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250412131536NAL0047345810001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Peace Officers Research Association Of California
- EIN
- 23-7077256
- Plan number
- 503
- Location
- Sacramento, CA
- Participants
- 6,830
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $134,129,486
- Total liabilities (EOY)
- $7,818
- Net assets (EOY)
- $134,121,668
- Employer contributions
- $12,864,964
- Participant contributions
- $5,223,140
- Total income / additions
- $34,230,471
- Benefits paid
- $2,601,410
- Administrative expenses
- $908,635
- Total expenses
- $3,510,045
- Net increase / (decrease)
- $30,720,426
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vimly Benefit Solutions | NONE OTHER THAN CONTRACT | $326,566 | not reported in the loaded dataset |
| Payden & Rygel | NONE OTHER THAN CONTRACT | $213,192 | $0 |
| The Wagner Law Group | NONE OTHER THAN CONTRACT | $192,697 | not reported in the loaded dataset |
| Tim Davis Consulting | NONE | $16,085 | not reported in the loaded dataset |
| Baldwin Moffitt Behm Llp | NONE OTHER THAN CONTRACT | $15,437 | not reported in the loaded dataset |
| Cheiron, Inc. | NONE OTHER THAN CONTRACT | $12,500 | not reported in the loaded dataset |
| Marsh & Mclennan Agency | NONE OTHER THAN CONTRACT | $11,079 | not reported in the loaded dataset |
| Peace Officers Research Association | NONE OTHER THAN CONTRACT | $10,539 | not reported in the loaded dataset |