California Association Of Professional Firefighters Long Term Disability Plan — Form 5500 plan (California Association Of Professional Firefighters Long Disability Pl)
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, California Association Of Professional Firefighters Long Term Disability Plan is a benefit plan reported by California Association Of Professional Firefighters Long Disability Pl under EIN 37-1739532 and plan number 503. The latest loaded filing year is 2023. The filing reports 18,166 participants and $13,967,979 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- California Association Of Professional Firefighters Long Disability Pl
- EIN
- 37-1739532
- Plan number
- 503
- Plan type
- 4
- Location
- Jackson, CA
- Latest filing year
- 2023
- Participants
- 18,166
- End-of-year plan assets
- $13,967,979
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18,166 | H, C | 20250410233728NAL0042761650001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,967,979
- Total liabilities (EOY)
- $1,413,927
- Net assets (EOY)
- $12,554,052
- Net assets (BOY)
- $11,126,997
Income & contributions
- Participant contributions
- $6,433,994
- Total contributions
- $6,433,994
- Total income / additions
- $8,490,855
Expenses & distributions
- Benefits paid
- $5,629,272
- Administrative expenses
- $1,434,528
- Total expenses
- $7,063,800
- Net increase / (decrease)
- $1,427,055
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ca Public Safety Administrators | N/A | $1,064,134 | not reported in the loaded dataset | 2023 |
| Weintraub Tobin Chediak Coleman Gro | N/A | $69,996 | not reported in the loaded dataset | 2023 |
| Wells Fargo Clearing Services, LLC | N/A | $57,785 | not reported in the loaded dataset | 2023 |
| Risk Strategies Consulting | N/A | $44,989 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | N/A | $44,810 | not reported in the loaded dataset | 2023 |
| Heroik Media | N/A | $14,850 | not reported in the loaded dataset | 2023 |
| Rita Kerr (Medical Director) | N/A | $14,537 | not reported in the loaded dataset | 2023 |
| Erick Mattson | TRUSTEE & PRESIDENT | $12,301 | not reported in the loaded dataset | 2023 |
| Dennis Campanale | TRUSTEE & CFO | $9,183 | not reported in the loaded dataset | 2023 |
| Aimee New | TRUSTEE & VP | $8,009 | not reported in the loaded dataset | 2023 |
| Nick Faraclas | TRUSTEE & SECRETARY | $7,508 | not reported in the loaded dataset | 2023 |
| Steve Sandefer | TRUSTEE & VP | $6,786 | not reported in the loaded dataset | 2023 |
| Wells Fargo Bank, N.A. | N/A | $6,483 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for California Association Of Professional Firefighters Long Disability Pl
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Jackson, CA
- Ca Public Safety Administrators — Schedule C compensation
- Weintraub Tobin Chediak Coleman Gro — Schedule C compensation
- Wells Fargo Clearing Services, LLC — Schedule C compensation
- Risk Strategies Consulting — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Heroik Media — Schedule C compensation
- Rita Kerr (Medical Director) — Schedule C compensation
- Erick Mattson — Schedule C compensation
- Dennis Campanale — Schedule C compensation
- Aimee New — Schedule C compensation
- Nick Faraclas — Schedule C compensation
- Steve Sandefer — Schedule C compensation
- Wells Fargo Bank, N.A. — Schedule C compensation