Medical Expense Reimbursement Plan Of The Burbank Employees Retiree Medical Trust — Form 5500 plan (Board Of Trustees, Medical Expense Reimbursement)
Plain-English plan 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, Medical Expense Reimbursement Plan Of The Burbank Employees Retiree Medical Trust is a benefit plan reported by Board Of Trustees, Medical Expense Reimbursement under EIN 01-6231970 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,945 participants and $50,444,870 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Medical Expense Reimbursement
- EIN
- 01-6231970
- Plan number
- 501
- Plan type
- 1
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 1,945
- End-of-year plan assets
- $50,444,870
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,945 | H, C | 20241011145511NAL0011057011001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,444,870
- Total liabilities (EOY)
- $49,680
- Net assets (EOY)
- $50,395,190
- Net assets (BOY)
- $44,121,118
Income & contributions
- Employer contributions
- $1,537,600
- Participant contributions
- $1,282,215
- Total contributions
- $2,819,815
- Total income / additions
- $8,745,055
Expenses & distributions
- Benefits paid
- $1,973,682
- Administrative expenses
- $497,301
- Total expenses
- $2,470,983
- Net increase / (decrease)
- $6,274,072
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Programs Administration | NONE | $211,429 | not reported in the loaded dataset | 2023 |
| Sei Private Trust Company | NONE | $139,847 | $0 | 2023 |
| Wagner Law Group | NONE | $48,153 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $33,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Medical Expense Reimbursement
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Benefit Programs Administration — Schedule C compensation
- Sei Private Trust Company — Schedule C compensation
- Wagner Law Group — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation