Insurance And Benefits Trust Of The Peace Officers Research Association Of California - Safety — Form 5500 plan (Insurance And Benefits Trust Of The Porac)
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, Insurance And Benefits Trust Of The Peace Officers Research Association Of California - Safety is a benefit plan reported by Insurance And Benefits Trust Of The Porac under EIN 68-6068469 and plan number 501. The latest loaded filing year is 2023. The filing reports 70,957 participants and $8,785,433 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Insurance And Benefits Trust Of The Porac
- EIN
- 68-6068469
- Plan number
- 501
- Plan type
- 1
- Location
- Sacramento, CA
- Latest filing year
- 2023
- Participants
- 70,957
- End-of-year plan assets
- $8,785,433
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 70,957 | H, C | 20241015181730NAL0029356673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,785,433
- Total liabilities (EOY)
- $2,125,979
- Net assets (EOY)
- $6,659,454
- Net assets (BOY)
- $6,266,648
Income & contributions
- Employer contributions
- $1,896,414
- Participant contributions
- $5,928,609
- Total contributions
- $7,825,023
- Total income / additions
- $9,207,109
Expenses & distributions
- Benefits paid
- $6,716,479
- Administrative expenses
- $2,097,824
- Total expenses
- $8,814,303
- Net increase / (decrease)
- $392,806
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ibt Health Plan | RELATED PLAN | $926,869 | not reported in the loaded dataset | 2023 |
| Myers-Stevens Toohey And Co Inc | NONE | $493,856 | not reported in the loaded dataset | 2023 |
| Wagner Law Group | NONE | $82,763 | not reported in the loaded dataset | 2023 |
| Ios Staffing Services | NONE | $68,237 | not reported in the loaded dataset | 2023 |
| Eide Bailly | NONE | $67,189 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $63,109 | not reported in the loaded dataset | 2023 |
| Withumsmith+Brown Pc | NONE | $50,331 | not reported in the loaded dataset | 2023 |
| Ubs | NONE | $42,979 | not reported in the loaded dataset | 2023 |
| Premier Technology Solutions | NONE | $20,381 | not reported in the loaded dataset | 2023 |
| Benesys | NONE | $19,566 | not reported in the loaded dataset | 2023 |
| Airespring | NONE | $16,204 | not reported in the loaded dataset | 2023 |
| Premier Access | NONE | $11,665 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | NONE | $0 | $10,007 | 2023 |
| Cleanit Maintenance Systems | NONE | $7,158 | not reported in the loaded dataset | 2023 |
| Acco Engineered Systems | NONE | $6,777 | not reported in the loaded dataset | 2023 |
| Shaw Law Group | NONE | $6,482 | not reported in the loaded dataset | 2023 |
| 911 Media Advertising | NONE | $6,142 | not reported in the loaded dataset | 2023 |
| James Murphy Cpa | NONE | $5,482 | not reported in the loaded dataset | 2023 |
| Skillpath Seminars | NONE | $5,140 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Insurance And Benefits Trust Of The Porac
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Sacramento, CA
- Ibt Health Plan — Schedule C compensation
- Myers-Stevens Toohey And Co Inc — Schedule C compensation
- Wagner Law Group — Schedule C compensation
- Ios Staffing Services — Schedule C compensation
- Eide Bailly — Schedule C compensation
- The Segal Company — Schedule C compensation
- Withumsmith+Brown Pc — Schedule C compensation
- Ubs — Schedule C compensation
- Premier Technology Solutions — Schedule C compensation
- Benesys — Schedule C compensation
- Airespring — Schedule C compensation
- Premier Access — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation
- Cleanit Maintenance Systems — Schedule C compensation
- Acco Engineered Systems — Schedule C compensation
- Shaw Law Group — Schedule C compensation
- 911 Media Advertising — Schedule C compensation
- James Murphy Cpa — Schedule C compensation
- Skillpath Seminars — Schedule C compensation