Redwood Empire Public Safety Medical Trust — Form 5500 plan (Sonoma County Deputy Sheriffs Assn. Redwood Empire Public Safety)

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, Redwood Empire Public Safety Medical Trust is a benefit plan reported by Sonoma County Deputy Sheriffs Assn. Redwood Empire Public Safety under EIN 68-0439354 and plan number 501. The latest loaded filing year is 2023. The filing reports 322 participants and $12,373,401 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sonoma County Deputy Sheriffs Assn. Redwood Empire Public Safety
EIN
68-0439354
Plan number
501
Plan type
2
Location
Santa Rosa, CA
Latest filing year
2023
Participants
322
End-of-year plan assets
$12,373,401

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023322H, C20250413185503NAL0000384867001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,373,401
Total liabilities (EOY)
$58,890
Net assets (EOY)
$12,314,511
Net assets (BOY)
$10,140,521

Income & contributions

Employer contributions
$178,578
Participant contributions
$998,322
Total contributions
$1,176,900
Total income / additions
$2,764,497

Expenses & distributions

Benefits paid
$397,071
Administrative expenses
$193,436
Total expenses
$590,507
Net increase / (decrease)
$2,173,990

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Wagner Law GroupNONE$83,058not reported in the loaded dataset2023
Aw Rehn & AssociatesNONE$35,244not reported in the loaded dataset2023
Payden & RygelNONE$22,632$02023
Miller Kaplan Arase LlpNONE$11,800not reported in the loaded dataset2023

Related Form 5500 pages