Med Exp Reimb Plan Of The Central Valley Retiree Medical Trust — Form 5500 plan (Deputy Sheriffs' Assn Of Stanislaus Cnty)
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, Med Exp Reimb Plan Of The Central Valley Retiree Medical Trust is a benefit plan reported by Deputy Sheriffs' Assn Of Stanislaus Cnty under EIN 94-2900060 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,869 participants and $21,126,190 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Deputy Sheriffs' Assn Of Stanislaus Cnty
- EIN
- 94-2900060
- Plan number
- 501
- Plan type
- 1
- Location
- Modesto, CA
- Latest filing year
- 2023
- Participants
- 1,869
- End-of-year plan assets
- $21,126,190
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,869 | H, C | 20241004233245NAL0007157107002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,126,190
- Total liabilities (EOY)
- $69,491
- Net assets (EOY)
- $21,056,699
- Net assets (BOY)
- $17,360,367
Income & contributions
- Employer contributions
- $584,788
- Participant contributions
- $1,482,182
- Total contributions
- $2,066,970
- Total income / additions
- $4,545,242
Expenses & distributions
- Benefits paid
- $503,646
- Administrative expenses
- $345,264
- Total expenses
- $848,910
- Net increase / (decrease)
- $3,696,332
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefit Programs Administration | N/A | $156,902 | not reported in the loaded dataset | 2023 |
| The Wagner Law Group | N/A | $47,252 | not reported in the loaded dataset | 2023 |
| Chandler Asset Management | N/A | $37,967 | $0 | 2023 |
| Moss Adams Llp | N/A | $30,869 | not reported in the loaded dataset | 2023 |
| Curcio Webb LLC | N/A | $29,358 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Deputy Sheriffs' Assn Of Stanislaus Cnty
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Modesto, CA
- Benefit Programs Administration — Schedule C compensation
- The Wagner Law Group — Schedule C compensation
- Chandler Asset Management — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Curcio Webb LLC — Schedule C compensation