San Jose Police Officers' Assoc. Insurance & Benefits Plan — Form 5500 plan (San Jose Police Officers' Association)

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 Jose Police Officers' Assoc. Insurance & Benefits Plan is a benefit plan reported by San Jose Police Officers' Association under EIN 77-0387804 and plan number 502. The latest loaded filing year is 2023. The filing reports 1,083 participants and $1,046,181 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1MPlan net assets, end of year$1,020,181
Participants1.1KCovered participants reported1,083
Assets / participant$966Computed: assets ÷ participants$966 (computed)
Provider compensationNone reported
Plan sponsor
San Jose Police Officers' Association
EIN
77-0387804
Plan number
502
Plan type
2
Location
San Jose, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,083H20251015190425NAL0005438609002
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1M total assets
Net assets$1MLiabilities$26K
Money in vs. money out
Total income / additions$1.8M
Total expenses$1.6M
Benefits paid / distributions$1.6M
Contributions
EmployerNot reported
Participant$1.5M
Full reported line items

Net assets

Total assets (EOY)
$1,046,181
Total liabilities (EOY)
$26,000
Net assets (EOY)
$1,020,181
Net assets (BOY)
$850,507

Income & contributions

Participant contributions
$1,502,928
Total contributions
$1,629,315
Total income / additions
$1,770,800

Expenses & distributions

Benefits paid
$1,593,595
Administrative expenses
$7,531
Total expenses
$1,601,126
Net increase / (decrease)
$169,674
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets157%Computed ratio
Benefits paid ÷ total income90%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages