2023 Form 5500 filing — Riverside Sheriffs' Association Legal Defense 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 20241007195504NAL0027112688001) for Riverside Sheriffs' Association Legal Defense Trust, reported by Board Of Trustees, Riverside Sheriffs' Association under EIN 33-6200313 and plan number 501. It reports 3,228 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007195504NAL0027112688001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Board Of Trustees, Riverside Sheriffs' Association
- EIN
- 33-6200313
- Plan number
- 501
- Location
- Riverside, CA
- Participants
- 3,228
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,891,473
- Total liabilities (EOY)
- $66,508
- Net assets (EOY)
- $5,824,965
- Participant contributions
- $1,988,405
- Total income / additions
- $2,398,516
- Benefits paid
- $1,053,273
- Administrative expenses
- $519,154
- Total expenses
- $1,572,427
- Net increase / (decrease)
- $826,089
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors | NONE | $37,160 | $0 |
| Saltzman & Johnson | NONE | $37,007 | $0 |
| Miller Kaplan Arase Llp | NONE | $35,400 | $0 |