Santa Monica Police Officers' Association Reimbursement Trust — Form 5500 plan (Board Of Trustees, Santa Monica Police Officers')
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, Santa Monica Police Officers' Association Reimbursement Trust is a benefit plan reported by Board Of Trustees, Santa Monica Police Officers' under EIN 95-7011261 and plan number 501. The latest loaded filing year is 2023. The filing reports 385 participants and $25,807,735 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees, Santa Monica Police Officers'
- EIN
- 95-7011261
- Plan number
- 501
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 385
- End-of-year plan assets
- $25,807,735
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 385 | H, C | 20241014125506NAL0014955427001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,807,735
- Total liabilities (EOY)
- $278,886
- Net assets (EOY)
- $25,528,849
- Net assets (BOY)
- $22,679,913
Income & contributions
- Employer contributions
- $362,805
- Participant contributions
- $652,824
- Total contributions
- $1,015,629
- Total income / additions
- $4,191,142
Expenses & distributions
- Benefits paid
- $1,094,296
- Administrative expenses
- $247,910
- Total expenses
- $1,342,206
- Net increase / (decrease)
- $2,848,936
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | NONE | $119,045 | not reported in the loaded dataset | 2023 |
| Benefit Programs Administration | NONE | $51,680 | not reported in the loaded dataset | 2023 |
| Wagner Law | NONE | $22,677 | not reported in the loaded dataset | 2023 |
| Miller Kaplan Arase Llp | NONE | $21,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees, Santa Monica Police Officers'
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Ubs Financial Services, Inc. — Schedule C compensation
- Benefit Programs Administration — Schedule C compensation
- Wagner Law — Schedule C compensation
- Miller Kaplan Arase Llp — Schedule C compensation