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Original filing (PDF)20250412131536NAL0047345810001
PEACE OFFICERS RESEARCH ASSOCIATION OF CALIFORNIA
Form 5500
FILING_RECEIVED
MEDICAL EXPENSE REIMBURSEMENT PLAN OF THE PORAC RETIREE MEDICAL TRUST
Health & welfare plan
Signals · 2
No recordkeeper disclosed8 service providers
Active participants
7,314
Accounts w/ balance
—
Plan assets (EOY)
$134.1M
Net assets (EOY)
$134.1M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 60 bps in Schedule C fees — 495% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PEACE OFFICERS RESEARCH ASSOCIATION OF CALIFORNIA.
Plan sponsor
Name
PEACE OFFICERS RESEARCH ASSOCIATION OF CALIFORNIA
EIN
23-7077256
Address
2940 ADVANTAGE WAY · SACRAMENTO, CA · 958349666
Phone
(800) 937-6722
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Name
BOARD OF TRUSTEES PORAC RETIREE MEDICAL TRUST
EIN
80-6049077
City
MUKILTEO, WA
Phone
(833) 468-4659
Plan characteristics
Plan number
503
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-12
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
4T · Long-Term Care
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
BALDWIN MOFFITT BEHM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VIMLY BENEFIT SOLUTIONS | 91-1603312 | — | NONE OTHER THAN CONTRACT | $327K | — |
| PAYDEN & RYGEL | 95-3921788 | — | NONE OTHER THAN CONTRACT | $213K | — |
| THE WAGNER LAW GROUP | 04-3323315 | — | NONE OTHER THAN CONTRACT | $193K | — |
| TIM DAVIS CONSULTING | — | SACRAMENTO, CA | NONE | $16K | — |
| BALDWIN MOFFITT BEHM LLP | 46-4370753 | — | NONE OTHER THAN CONTRACT | $15K | — |
| CHEIRON, INC. | 13-4215617 | — | NONE OTHER THAN CONTRACT | $13K | — |
| MARSH & MCLENNAN AGENCY | — | LOS ANGELES, CA | NONE OTHER THAN CONTRACT | $11K | — |
| PEACE OFFICERS RESEARCH ASSOCIATION | — | SACRAMENTO, CA | NONE OTHER THAN CONTRACT | $11K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.