2023 Form 5500 filing — Ccpoa Legal Defense Fund
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 20250113084047NAL0018247313001) for Ccpoa Legal Defense Fund, reported by Board Of Trustees Of The Ccpoa Legal Defense Fund under EIN 68-6072830 and plan number 501. It reports 27,720 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250113084047NAL0018247313001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Ccpoa Legal Defense Fund
- EIN
- 68-6072830
- Plan number
- 501
- Location
- Sacramento, CA
- Participants
- 27,720
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,543,941
- Total liabilities (EOY)
- $3,637,658
- Net assets (EOY)
- $4,906,283
- Participant contributions
- $926,461
- Total income / additions
- $1,380,228
- Benefits paid
- $821,339
- Administrative expenses
- $668,173
- Total expenses
- $1,489,512
- Net increase / (decrease)
- -$109,284
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ccpoa Benefit Trust Fund | PARTY IN INTEREST | $568,085 | not reported in the loaded dataset |
| Trucker Huss, Apc | NONE | $41,696 | not reported in the loaded dataset |
| Withumsmith+Brown Pc | NONE | $20,835 | not reported in the loaded dataset |
| The Segal Company (Western States) | NONE | $12,500 | not reported in the loaded dataset |
| Sellwood Consulting LLC | NONE | $6,396 | not reported in the loaded dataset |