Medical Expense Reimbursement Plan Of The Fontana Police Officers' Association Retiree Medical Trust — Form 5500 plan (Fontana Police Officers' Association)
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, Medical Expense Reimbursement Plan Of The Fontana Police Officers' Association Retiree Medical Trust is a benefit plan reported by Fontana Police Officers' Association under EIN 33-0563735 and plan number 501. The latest loaded filing year is 2023. The filing reports 216 participants and $12,917,382 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fontana Police Officers' Association
- EIN
- 33-0563735
- Plan number
- 501
- Plan type
- 2
- Location
- Fontana, CA
- Latest filing year
- 2023
- Participants
- 216
- End-of-year plan assets
- $12,917,382
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 216 | H, C | 20250415182910NAL0003764449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,917,382
- Total liabilities (EOY)
- $4,955
- Net assets (EOY)
- $12,912,427
- Net assets (BOY)
- $11,019,304
Income & contributions
- Employer contributions
- $995,562
- Total contributions
- $995,562
- Total income / additions
- $2,143,414
Expenses & distributions
- Benefits paid
- $81,036
- Administrative expenses
- $169,255
- Total expenses
- $250,291
- Net increase / (decrease)
- $1,893,123
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Curcio Webb, LLC | NONE | $36,803 | not reported in the loaded dataset | 2023 |
| The Wagner Law Group | NONE | $35,808 | not reported in the loaded dataset | 2023 |
| Chandler Asset Management, Inc | NONE | $25,356 | not reported in the loaded dataset | 2023 |
| A.W. Rehn & Associates, Inc. | NONE | $20,076 | not reported in the loaded dataset | 2023 |
| Washington Trust Bank | CUSTODIAL | $14,235 | not reported in the loaded dataset | 2023 |
| Schoedel & Schoedel, Cpas Pllc | NONE | $13,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fontana Police Officers' Association
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Fontana, CA
- Curcio Webb, LLC — Schedule C compensation
- The Wagner Law Group — Schedule C compensation
- Chandler Asset Management, Inc — Schedule C compensation
- A.W. Rehn & Associates, Inc. — Schedule C compensation
- Washington Trust Bank — Schedule C compensation
- Schoedel & Schoedel, Cpas Pllc — Schedule C compensation