San Diego County Public Safety Retiree Medical Trust — Form 5500 plan (Board Of Trustees, San Diego County Public Safety)
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 County Public Safety Retiree Medical Trust is a benefit plan reported by Board Of Trustees, San Diego County Public Safety under EIN 46-4728761 and plan number 501. The latest loaded filing year is 2023. The filing reports 5,071 participants and $28,909,264 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, San Diego County Public Safety
- EIN
- 46-4728761
- Plan number
- 501
- Plan type
- 1
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 5,071
- End-of-year plan assets
- $28,909,264
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,071 | H, C | 20241015222523NAL0049982144001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,909,264
- Total liabilities (EOY)
- $120,253
- Net assets (EOY)
- $28,789,011
- Net assets (BOY)
- $23,420,397
Income & contributions
- Employer contributions
- $2,284,527
- Participant contributions
- $483,337
- Total contributions
- $2,767,864
- Total income / additions
- $6,346,168
Expenses & distributions
- Benefits paid
- $561,405
- Administrative expenses
- $416,149
- Total expenses
- $977,554
- Net increase / (decrease)
- $5,368,614
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Healthinvest Hra | NONE | $321,014 | not reported in the loaded dataset | 2023 |
| Gallagher Fiduciary Advisors, LLC | NONE | $25,000 | not reported in the loaded dataset | 2023 |
| Gilbert & Sackman | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $13,875 | not reported in the loaded dataset | 2023 |
| Cheiron, Inc. | NONE | $7,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, San Diego County Public Safety
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Healthinvest Hra — Schedule C compensation
- Gallagher Fiduciary Advisors, LLC — Schedule C compensation
- Gilbert & Sackman — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Cheiron, Inc. — Schedule C compensation