2023 Form 5500 filing — Santa Monica City Employees Coalition Benefit 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 20241011105516NAL0038496128001) for Santa Monica City Employees Coalition Benefit Trust, reported by Board Of Trustees, Santa Monica City Employees under EIN 30-6001608 and plan number 501. It reports 2,107 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011105516NAL0038496128001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Board Of Trustees, Santa Monica City Employees
- EIN
- 30-6001608
- Plan number
- 501
- Location
- Los Angeles, CA
- Participants
- 2,107
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $94,075,899
- Total liabilities (EOY)
- $268,313
- Net assets (EOY)
- $93,807,586
- Employer contributions
- $3,287,180
- Total income / additions
- $14,672,229
- Benefits paid
- $2,558,518
- Administrative expenses
- $423,480
- Total expenses
- $2,981,998
- Net increase / (decrease)
- $11,690,231
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Programs Administration | NONE | $166,868 | not reported in the loaded dataset |
| Chandler Asset Management | NONE | $125,066 | not reported in the loaded dataset |
| Wagner Law Group | NONE | $38,053 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $30,400 | not reported in the loaded dataset |
| Foster + Foster | NONE | $29,315 | not reported in the loaded dataset |