Oakland Firefighters Health And Welfare Trust — Form 5500 plan (Board Of Trustees, Oakland Firefighters Health And)
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, Oakland Firefighters Health And Welfare Trust is a benefit plan reported by Board Of Trustees, Oakland Firefighters Health And under EIN 94-2918245 and plan number 502. The latest loaded filing year is 2023. The filing reports 620 participants and $3,692,555 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Oakland Firefighters Health And
- EIN
- 94-2918245
- Plan number
- 502
- Plan type
- 2
- Location
- Oakland, CA
- Latest filing year
- 2023
- Participants
- 620
- End-of-year plan assets
- $3,692,555
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 620 | H, C | 20250415192510NAL0001681859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,692,555
- Total liabilities (EOY)
- $343,877
- Net assets (EOY)
- $3,348,678
- Net assets (BOY)
- $3,137,349
Income & contributions
- Employer contributions
- $1,321,021
- Participant contributions
- $389,562
- Total contributions
- $1,710,583
- Total income / additions
- $1,957,297
Expenses & distributions
- Benefits paid
- $1,487,907
- Administrative expenses
- $258,061
- Total expenses
- $1,745,968
- Net increase / (decrease)
- $211,329
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Health Services And Benefit Adminis | NONE | $87,342 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | NONE | $66,440 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $28,512 | not reported in the loaded dataset | 2023 |
| Mccullough & Associates LLC | NONE | $23,186 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $15,500 | not reported in the loaded dataset | 2023 |
| Fremont Bank | NONE | $6,473 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Oakland Firefighters Health And
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Oakland, CA
- Health Services And Benefit Adminis — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- The Segal Company — Schedule C compensation
- Mccullough & Associates LLC — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation
- Fremont Bank — Schedule C compensation