Legal Defense Fund Of The Peace Officers Research Assoc Of Ca — Form 5500 plan (Peace Officers Research Assoc Of Ca)

Plain-English plan 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, Legal Defense Fund Of The Peace Officers Research Assoc Of Ca is a benefit plan reported by Peace Officers Research Assoc Of Ca under EIN 23-7077256 and plan number 501. The latest loaded filing year is 2023. The filing reports 143,187 participants and $67,456,644 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Peace Officers Research Assoc Of Ca
EIN
23-7077256
Plan number
501
Plan type
2
Location
Sacramento, CA
Latest filing year
2023
Participants
143,187
End-of-year plan assets
$67,456,644

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023143,187H, C20241009193450NAL0019862801001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$67,456,644
Total liabilities (EOY)
$18,828,219
Net assets (EOY)
$48,628,425
Net assets (BOY)
$38,376,438

Income & contributions

Participant contributions
$24,019,042
Total contributions
$24,019,042
Total income / additions
$34,441,533

Expenses & distributions

Benefits paid
$19,920,794
Administrative expenses
$4,268,752
Total expenses
$24,189,546
Net increase / (decrease)
$10,251,987

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Legal Defense Administrators Inc.N/A$3,501,105not reported in the loaded dataset2023
Saltzman & JohnsonN/A$101,908not reported in the loaded dataset2023
Moss Adams LlpN/A$46,283not reported in the loaded dataset2023
Fred RowbothamTRUSTEE$36,103not reported in the loaded dataset2023
Porac Law Enforcement NewsN/A$35,200not reported in the loaded dataset2023
PoracSPONSOR$18,938not reported in the loaded dataset2023
David WoziniakTRUSTEE$17,047not reported in the loaded dataset2023
David J. Reed, CpaN/A$16,826not reported in the loaded dataset2023
Barry DonelanTRUSTEE$8,878not reported in the loaded dataset2023
Todd FraizerTRUSTEE$8,782not reported in the loaded dataset2023
Pacific Management Advisors, Inc.N/A$7,263not reported in the loaded dataset2023

Related Form 5500 pages