Plan5500

Oakland Firefighters Retiree Subsidy Plan — Form 5500 plan (Board Of Trustees, Oakland Firefighters Retiree)

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, Oakland Firefighters Retiree Subsidy Plan is a benefit plan reported by Board Of Trustees, Oakland Firefighters Retiree under EIN 86-3179959 and plan number 501. The latest loaded filing year is 2023. The filing reports 169 participants and $2,441,827 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees, Oakland Firefighters Retiree
EIN
86-3179959
Plan number
501
Plan type
2
Location
Oakland, CA
Latest filing year
2023
Participants
169
End-of-year plan assets
$2,441,827

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023169H, C20250415175503NAL0001622659001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,441,827
Total liabilities (EOY)
$237,673
Net assets (EOY)
$2,204,154
Net assets (BOY)
$2,228,943

Income & contributions

Total income / additions
$207,261

Expenses & distributions

Benefits paid
$104,600
Administrative expenses
$127,450
Total expenses
$232,050
Net increase / (decrease)
-$24,789

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Eide Bailly LlpNONE$64,449not reported in the loaded dataset2023
Health Services And Benefits AdminiNONE$21,425not reported in the loaded dataset2023
Mccullough & Associates LLCNONE$19,797not reported in the loaded dataset2023
Miller Kaplan Arase LlpNONE$15,500not reported in the loaded dataset2023
The Segal CompanyNONE$5,878not reported in the loaded dataset2023

Related Form 5500 pages