2023 Form 5500 filing — Medical Expense Reimbursement Plan Of The Fontana Police Officers' Association 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 20250415182910NAL0003764449001) for Medical Expense Reimbursement Plan Of The Fontana Police Officers' Association Retiree Medical Trust, reported by Fontana Police Officers' Association under EIN 33-0563735 and plan number 501. It reports 216 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415182910NAL0003764449001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fontana Police Officers' Association
- EIN
- 33-0563735
- Plan number
- 501
- Location
- Fontana, CA
- Participants
- 216
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,917,382
- Total liabilities (EOY)
- $4,955
- Net assets (EOY)
- $12,912,427
- Employer contributions
- $995,562
- Total income / additions
- $2,143,414
- Benefits paid
- $81,036
- Administrative expenses
- $169,255
- Total expenses
- $250,291
- Net increase / (decrease)
- $1,893,123
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Curcio Webb, LLC | NONE | $36,803 | not reported in the loaded dataset |
| The Wagner Law Group | NONE | $35,808 | not reported in the loaded dataset |
| Chandler Asset Management, Inc | NONE | $25,356 | not reported in the loaded dataset |
| A.W. Rehn & Associates, Inc. | NONE | $20,076 | not reported in the loaded dataset |
| Washington Trust Bank | CUSTODIAL | $14,235 | not reported in the loaded dataset |
| Schoedel & Schoedel, Cpas Pllc | NONE | $13,250 | not reported in the loaded dataset |