Premium Reimb Plan Of Vcpfa Benefit Trust — Form 5500 plan (Ventura County Professional Firefighters Assoc.)
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, Premium Reimb Plan Of Vcpfa Benefit Trust is a benefit plan reported by Ventura County Professional Firefighters Assoc. under EIN 95-6107981 and plan number 501. The latest loaded filing year is 2023. The filing reports 672 participants and $19,166,229 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ventura County Professional Firefighters Assoc.
- EIN
- 95-6107981
- Plan number
- 501
- Plan type
- 2
- Location
- Camarillo, CA
- Latest filing year
- 2023
- Participants
- 672
- End-of-year plan assets
- $19,166,229
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 672 | H, C | 20250403155521NAL0011740801001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,166,229
- Total liabilities (EOY)
- $12,138
- Net assets (EOY)
- $19,154,091
- Net assets (BOY)
- $17,651,515
Income & contributions
- Employer contributions
- $1,082,168
- Participant contributions
- $15,854
- Total contributions
- $1,098,022
- Total income / additions
- $2,801,187
Expenses & distributions
- Benefits paid
- $1,098,672
- Administrative expenses
- $199,939
- Total expenses
- $1,298,611
- Net increase / (decrease)
- $1,502,576
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morton Capital Management LLC | N/A | $95,006 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | N/A | $57,380 | not reported in the loaded dataset | 2023 |
| Ventura County Pfa | PLAN SPONSOR | $20,951 | not reported in the loaded dataset | 2023 |
| Cavanaugh Macdonald Consulting, LLC | N/A | $10,000 | not reported in the loaded dataset | 2023 |
| Bulldog Investors Llp | N/A | $5,971 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ventura County Professional Firefighters Assoc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Camarillo, CA
- Morton Capital Management LLC — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Ventura County Pfa — Schedule C compensation
- Cavanaugh Macdonald Consulting, LLC — Schedule C compensation
- Bulldog Investors Llp — Schedule C compensation