2023 Form 5500 filing — Oakland Firefighters Health And Welfare 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 20250415192510NAL0001681859001) for Oakland Firefighters Health And Welfare Trust, reported by Board Of Trustees, Oakland Firefighters Health And under EIN 94-2918245 and plan number 502. It reports 620 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415192510NAL0001681859001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Board Of Trustees, Oakland Firefighters Health And
- EIN
- 94-2918245
- Plan number
- 502
- Location
- Oakland, CA
- Participants
- 620
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,692,555
- Total liabilities (EOY)
- $343,877
- Net assets (EOY)
- $3,348,678
- Employer contributions
- $1,321,021
- Participant contributions
- $389,562
- Total income / additions
- $1,957,297
- Benefits paid
- $1,487,907
- Administrative expenses
- $258,061
- Total expenses
- $1,745,968
- Net increase / (decrease)
- $211,329
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Health Services And Benefit Adminis | NONE | $87,342 | not reported in the loaded dataset |
| Eide Bailly Llp | NONE | $66,440 | not reported in the loaded dataset |
| The Segal Company | NONE | $28,512 | not reported in the loaded dataset |
| Mccullough & Associates LLC | NONE | $23,186 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $15,500 | not reported in the loaded dataset |
| Fremont Bank | NONE | $6,473 | not reported in the loaded dataset |