Medical Expense Reimb Plan Of Irvine Employees Ben Trust — Form 5500 plan (Irvine Employees Benefit Trust)
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 Reimb Plan Of Irvine Employees Ben Trust is a benefit plan reported by Irvine Employees Benefit Trust under EIN 33-0504955 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,330 participants and $44,171,213 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Irvine Employees Benefit Trust
- EIN
- 33-0504955
- Plan number
- 501
- Plan type
- 2
- Location
- Irvine, CA
- Latest filing year
- 2023
- Participants
- 1,330
- End-of-year plan assets
- $44,171,213
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,330 | H, C | 20250404140936NAL0019586064003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,171,213
- Total liabilities (EOY)
- $10,110
- Net assets (EOY)
- $44,161,103
- Net assets (BOY)
- $37,829,477
Income & contributions
- Employer contributions
- $4,419,005
- Participant contributions
- $382,659
- Total contributions
- $4,801,664
- Total income / additions
- $8,757,534
Expenses & distributions
- Benefits paid
- $2,094,889
- Administrative expenses
- $331,019
- Total expenses
- $2,425,908
- Net increase / (decrease)
- $6,331,626
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Vimly Benefit Solutions, Inc. | N/A | $131,809 | not reported in the loaded dataset | 2023 |
| Chandler Asset Management | N/A | $69,638 | not reported in the loaded dataset | 2023 |
| The Wagner Law Group | N/A | $52,960 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | N/A | $31,944 | not reported in the loaded dataset | 2023 |
| Cheiron, Inc | N/A | $27,050 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Irvine Employees Benefit Trust
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Irvine, CA
- Vimly Benefit Solutions, Inc. — Schedule C compensation
- Chandler Asset Management — Schedule C compensation
- The Wagner Law Group — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Cheiron, Inc — Schedule C compensation