2023 Form 5500 filing — Montebello Teachers Association Retiree Supplemental Health 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 20250616145503NAL0001702048001) for Montebello Teachers Association Retiree Supplemental Health Plan, reported by Board Of Trustees, Montebello Teachers Association under EIN 95-4134329 and plan number 501. It reports 2,259 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250616145503NAL0001702048001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Board Of Trustees, Montebello Teachers Association
- EIN
- 95-4134329
- Plan number
- 501
- Location
- San Diego, CA
- Participants
- 2,259
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,951,626
- Net assets (EOY)
- $17,951,626
- Participant contributions
- $2,860,600
- Total income / additions
- $4,714,210
- Benefits paid
- $3,726,130
- Administrative expenses
- $251,500
- Total expenses
- $3,977,630
- Net increase / (decrease)
- $736,580
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Coast Benefits | NONE | $78,000 | not reported in the loaded dataset |
| Verus | NONE | $71,458 | not reported in the loaded dataset |
| Real & Letson | NONE | $42,200 | not reported in the loaded dataset |
| U.S. Bank | NONE | $22,293 | not reported in the loaded dataset |
| Ash W. Shenouda, Cpa | NONE | $16,166 | not reported in the loaded dataset |