Santa Monica City Employees Coalition Benefit Trust — Form 5500 plan (Board Of Trustees, Santa Monica City Employees)
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, Santa Monica City Employees Coalition Benefit Trust is a benefit plan reported by Board Of Trustees, Santa Monica City Employees under EIN 30-6001608 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,107 participants and $94,075,899 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Santa Monica City Employees
- EIN
- 30-6001608
- Plan number
- 501
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 2,107
- End-of-year plan assets
- $94,075,899
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,107 | H, C | 20241011105516NAL0038496128001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $94,075,899
- Total liabilities (EOY)
- $268,313
- Net assets (EOY)
- $93,807,586
- Net assets (BOY)
- $82,117,355
Income & contributions
- Employer contributions
- $3,287,180
- Total contributions
- $3,287,180
- Total income / additions
- $14,672,229
Expenses & distributions
- Benefits paid
- $2,558,518
- Administrative expenses
- $423,480
- Total expenses
- $2,981,998
- Net increase / (decrease)
- $11,690,231
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Programs Administration | NONE | $166,868 | not reported in the loaded dataset | 2023 |
| Chandler Asset Management | NONE | $125,066 | not reported in the loaded dataset | 2023 |
| Wagner Law Group | NONE | $38,053 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $30,400 | not reported in the loaded dataset | 2023 |
| Foster + Foster | NONE | $29,315 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Santa Monica City Employees
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Benefit Programs Administration — Schedule C compensation
- Chandler Asset Management — Schedule C compensation
- Wagner Law Group — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Foster + Foster — Schedule C compensation