Retiree Medical Plan Of The Santa Monica Fire Fighters Association Health Benefit Trust — Form 5500 plan (Board Of Trustees, Retiree Medical Plan Of The Santa)
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, Retiree Medical Plan Of The Santa Monica Fire Fighters Association Health Benefit Trust is a benefit plan reported by Board Of Trustees, Retiree Medical Plan Of The Santa under EIN 95-7110165 and plan number 501. The latest loaded filing year is 2023. The filing reports 204 participants and $11,299,334 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Retiree Medical Plan Of The Santa
- EIN
- 95-7110165
- Plan number
- 501
- Plan type
- 2
- Location
- Mukilteo, WA
- Latest filing year
- 2023
- Participants
- 204
- End-of-year plan assets
- $11,299,334
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 204 | H, C | 20241016012503NAL0031237217001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,299,334
- Total liabilities (EOY)
- $93,238
- Net assets (EOY)
- $11,206,096
- Net assets (BOY)
- $9,521,595
Income & contributions
- Employer contributions
- $495,072
- Participant contributions
- $210,169
- Total contributions
- $705,241
- Total income / additions
- $2,239,240
Expenses & distributions
- Benefits paid
- $366,920
- Administrative expenses
- $187,819
- Total expenses
- $554,739
- Net increase / (decrease)
- $1,684,501
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vimly Benefit Solutions | NONE | $67,553 | not reported in the loaded dataset | 2023 |
| The Wagner Law Group | NONE | $43,444 | not reported in the loaded dataset | 2023 |
| Cheiron, Inc. | NONE | $32,696 | not reported in the loaded dataset | 2023 |
| Payden & Rygel | NONE | $20,396 | $0 | 2023 |
| Miller Kaplan Arase Llp | NONE | $13,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Retiree Medical Plan Of The Santa
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Mukilteo, WA
- Vimly Benefit Solutions — Schedule C compensation
- The Wagner Law Group — Schedule C compensation
- Cheiron, Inc. — Schedule C compensation
- Payden & Rygel — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation