California Professional Firefighters Insurance Trust — Form 5500 plan (California Professional Firefighter Insurance Trust)

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, California Professional Firefighters Insurance Trust is a benefit plan reported by California Professional Firefighter Insurance Trust under EIN 95-6293393 and plan number 501. The latest loaded filing year is 2023. The filing reports 7,192 participants and $3,578,523 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
California Professional Firefighter Insurance Trust
EIN
95-6293393
Plan number
501
Plan type
2
Location
Fresno, CA
Latest filing year
2023
Participants
7,192
End-of-year plan assets
$3,578,523

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,192H, C20250303191333NAL0009370768001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,578,523
Total liabilities (EOY)
$194,455
Net assets (EOY)
$3,384,068
Net assets (BOY)
$3,128,992

Income & contributions

Participant contributions
$2,038,990
Total contributions
$2,038,990
Total income / additions
$2,581,938

Expenses & distributions

Benefits paid
$1,695,531
Administrative expenses
$631,331
Total expenses
$2,326,862
Net increase / (decrease)
$255,076

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ptw Insurance ServicesNONE$503,245not reported in the loaded dataset2023
Hillberg & Company CpasNONE$20,825not reported in the loaded dataset2023
Law Office Of Geoffrey V. WhiteNONE$20,713not reported in the loaded dataset2023
ChubbNONE$16,710not reported in the loaded dataset2023
Harrington Investments, Inc.NONE$15,237not reported in the loaded dataset2023
California Professional FirefighterNONE$13,221not reported in the loaded dataset2023
Miller KaplanNONE$13,000not reported in the loaded dataset2023
Firefighter Print & DesignNONE$7,029not reported in the loaded dataset2023

Related Form 5500 pages