2023 Form 5500 filing — Med Exp Reimb Plan Of The Central Valley Retiree Medical Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241004233245NAL0007157107002) for Med Exp Reimb Plan Of The Central Valley Retiree Medical Trust, reported by Deputy Sheriffs' Assn Of Stanislaus Cnty under EIN 94-2900060 and plan number 501. It reports 1,869 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004233245NAL0007157107002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Deputy Sheriffs' Assn Of Stanislaus Cnty
- EIN
- 94-2900060
- Plan number
- 501
- Location
- Modesto, CA
- Participants
- 1,869
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,126,190
- Total liabilities (EOY)
- $69,491
- Net assets (EOY)
- $21,056,699
- Employer contributions
- $584,788
- Participant contributions
- $1,482,182
- Total income / additions
- $4,545,242
- Benefits paid
- $503,646
- Administrative expenses
- $345,264
- Total expenses
- $848,910
- Net increase / (decrease)
- $3,696,332
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Programs Administration | N/A | $156,902 | not reported in the loaded dataset |
| The Wagner Law Group | N/A | $47,252 | not reported in the loaded dataset |
| Chandler Asset Management | N/A | $37,967 | $0 |
| Moss Adams Llp | N/A | $30,869 | not reported in the loaded dataset |
| Curcio Webb LLC | N/A | $29,358 | not reported in the loaded dataset |