Ccpoa Legal Defense Fund — Form 5500 plan (Board Of Trustees Of The Ccpoa Legal Defense Fund)

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, Ccpoa Legal Defense Fund is a benefit plan reported by Board Of Trustees Of The Ccpoa Legal Defense Fund under EIN 68-6072830 and plan number 501. The latest loaded filing year is 2023. The filing reports 27,720 participants and $8,543,941 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees Of The Ccpoa Legal Defense Fund
EIN
68-6072830
Plan number
501
Plan type
1
Location
Sacramento, CA
Latest filing year
2023
Participants
27,720
End-of-year plan assets
$8,543,941

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202327,720H, C20250113084047NAL0018247313001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,543,941
Total liabilities (EOY)
$3,637,658
Net assets (EOY)
$4,906,283
Net assets (BOY)
$5,015,567

Income & contributions

Participant contributions
$926,461
Total contributions
$926,461
Total income / additions
$1,380,228

Expenses & distributions

Benefits paid
$821,339
Administrative expenses
$668,173
Total expenses
$1,489,512
Net increase / (decrease)
-$109,284

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ccpoa Benefit Trust FundPARTY IN INTEREST$568,085not reported in the loaded dataset2023
Trucker Huss, ApcNONE$41,696not reported in the loaded dataset2023
Withumsmith+Brown PcNONE$20,835not reported in the loaded dataset2023
The Segal Company (Western States)NONE$12,500not reported in the loaded dataset2023
Sellwood Consulting LLCNONE$6,396not reported in the loaded dataset2023

Related Form 5500 pages