San Diego City Employees Retiree Medical Trust — Form 5500 plan (Trustees Of The San Diego City Employees Retiree Medical 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, San Diego City Employees Retiree Medical Trust is a benefit plan reported by Trustees Of The San Diego City Employees Retiree Medical Trust under EIN 45-4698959 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,702 participants and $272,233,327 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The San Diego City Employees Retiree Medical Trust
- EIN
- 45-4698959
- Plan number
- 501
- Plan type
- 2
- Location
- Spokane, WA
- Latest filing year
- 2023
- Participants
- 2,702
- End-of-year plan assets
- $272,233,327
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,702 | H, C | 20241209224416NAL0014782112001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $272,233,327
- Total liabilities (EOY)
- $23,561
- Net assets (EOY)
- $272,209,766
- Net assets (BOY)
- $240,400,590
Income & contributions
- Employer contributions
- $15,799,833
- Total contributions
- $15,799,833
- Total income / additions
- $44,699,342
Expenses & distributions
- Benefits paid
- $12,419,888
- Administrative expenses
- $470,278
- Total expenses
- $12,890,166
- Net increase / (decrease)
- $31,809,176
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gallagher Benefit Services Inc. | PLAN ADMINISTRATOR | $297,561 | not reported in the loaded dataset | 2023 |
| Rbc Wealth Management | N/A | $75,000 | not reported in the loaded dataset | 2023 |
| Weinberg Roger & Rosenfeld | N/A | $48,000 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | N/A | $27,773 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The San Diego City Employees Retiree Medical Trust
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Spokane, WA
- Gallagher Benefit Services Inc. — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Weinberg Roger & Rosenfeld — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation