2023 Form 5500 filing — Oakland Firefighters Retiree Subsidy Plan
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 20250415175503NAL0001622659001) for Oakland Firefighters Retiree Subsidy Plan, reported by Board Of Trustees, Oakland Firefighters Retiree under EIN 86-3179959 and plan number 501. It reports 169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415175503NAL0001622659001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Board Of Trustees, Oakland Firefighters Retiree
- EIN
- 86-3179959
- Plan number
- 501
- Location
- Oakland, CA
- Participants
- 169
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,441,827
- Total liabilities (EOY)
- $237,673
- Net assets (EOY)
- $2,204,154
- Total income / additions
- $207,261
- Benefits paid
- $104,600
- Administrative expenses
- $127,450
- Total expenses
- $232,050
- Net increase / (decrease)
- -$24,789
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Eide Bailly Llp | NONE | $64,449 | not reported in the loaded dataset |
| Health Services And Benefits Admini | NONE | $21,425 | not reported in the loaded dataset |
| Mccullough & Associates LLC | NONE | $19,797 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $15,500 | not reported in the loaded dataset |
| The Segal Company | NONE | $5,878 | not reported in the loaded dataset |