Montebello Teachers Association Retiree Supplemental Health Plan — Form 5500 plan (Board Of Trustees, Montebello Teachers 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, Montebello Teachers Association Retiree Supplemental Health Plan is a benefit plan reported by Board Of Trustees, Montebello Teachers Association under EIN 95-4134329 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,259 participants and $17,951,626 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Montebello Teachers Association
- EIN
- 95-4134329
- Plan number
- 501
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 2,259
- End-of-year plan assets
- $17,951,626
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,259 | H, C | 20250616145503NAL0001702048001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,951,626
- Net assets (EOY)
- $17,951,626
- Net assets (BOY)
- $17,215,046
Income & contributions
- Participant contributions
- $2,860,600
- Total contributions
- $2,860,600
- Total income / additions
- $4,714,210
Expenses & distributions
- Benefits paid
- $3,726,130
- Administrative expenses
- $251,500
- Total expenses
- $3,977,630
- Net increase / (decrease)
- $736,580
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Coast Benefits | NONE | $78,000 | not reported in the loaded dataset | 2023 |
| Verus | NONE | $71,458 | not reported in the loaded dataset | 2023 |
| Real & Letson | NONE | $42,200 | not reported in the loaded dataset | 2023 |
| U.S. Bank | NONE | $22,293 | not reported in the loaded dataset | 2023 |
| Ash W. Shenouda, Cpa | NONE | $16,166 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Montebello Teachers Association
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Coast Benefits — Schedule C compensation
- Verus — Schedule C compensation
- Real & Letson — Schedule C compensation
- U.S. Bank — Schedule C compensation
- Ash W. Shenouda, Cpa — Schedule C compensation