Erick Mattson signed California Association of Professional Firefighters Long Disability PL's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
California Association of Professional Firefighters Long Disability PL's EIN is 37-1739532.
Download the official 2023 Form 5500 (PDF) for California Association of Professional Firefighters Long Disability PL from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)California Association of Professional Firefighters Long Disability PL's plan includes long-term disability.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERICK MATTSON | — | JACKSON, CA | TRUSTEE & PRESIDENT | $12K | — |
| DENNIS CAMPANALE | — | JACKSON, CA | TRUSTEE & CFO | $9K | — |
| AIMEE NEW | — | JACKSON, CA | TRUSTEE & VP | $8K |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $3.1M | 22.5% | |
| iShares Core S&P Total U.S. Stock Market shares held | Other securities | — | $1.9M | $2.6M | 18.4% | |
| iShares Core U.S. Aggregate Bond shares held | Other securities | — | $1.2M | $1.1M | 8.1% | |
| Vanguard Mid-Cap Index Fund shares held | Common Collective Trusts | — | $1.0M | $1.1M | 7.5% | |
| Goldman Sachs ActiveBeta U.S. Large Cap Equity shares held | Other securities | — | $623K | $894K | 6.4% | |
| iShares Core MSCI EAFE shares held | Other securities | — | $785K | $827K | 5.9% | |
| iShares Core MSCI Emerging Markets shares held | Other securities | — | $851K | $733K | 5.2% | |
| Vanguard FTSE Developed Markets Index Fund shares held | Common Collective Trusts | — | $314K | $351K | 2.5% | |
| PIMCO Enhanced Short Maturity Active shares held | Mutual Funds | — | $313K | $318K | 2.3% | |
| Vanguard Dividend Appreciation Index Fund shares held | Common Collective Trusts | — | $242K | $293K | 2.1% | |
| Invesco Optimum Yield Div Comm Strategy shares held | Mutual Funds | — | $277K | $252K | 1.8% | |
| U.S. Bank N.A. Interest at 4.725% | Bonds / Notes | — | $249K | $249K | 1.8% | |
| Fidelity Inv MM Treasury Only Instl shares held | Mutual Funds | — | $242K | $242K | 1.7% | |
| Texas Exchange Bank Interest 0.600% Due 11/25/25 | Bonds / Notes | — | $240K | $225K | 1.6% | |
| Goldman Sachs ActiveBeta International Equity shares held | Other securities | — | $212K | $209K | 1.5% | |
| Exchange-traded funds Energy Select Sector SPDR Fund shares held | Other securities | — | $192K | $198K | 1.4% | |
| iShares Russell 2000 shares held | Common Collective Trusts | — | $208K | $195K | 1.4% | |
| Toyota Financial Savings Bank Interest 0.650% Due 08/21/25 | Bonds / Notes | — | $200K | $190K | 1.4% | |
| Government bond U.S. Treasury Bill Zero Coupon Due 08/06/24 | U.S. Treasuries | — | $184K | $185K | 1.3% | |
| iShares Core S&P Small-Cap shares held | Other securities | — | $178K | $171K | 1.2% | |
| Certificates of deposits, FDIC Insured Enerbank Interest 0.500% Due 10/21/26 | Bonds / Notes | — | $182K | $166K | 1.2% | |
| First Trust Global Tactical Commodity Strategy Fund shares held | Other securities | — | $162K | $150K | 1.1% | |
| Goldman Sachs Bank Interest 2.800% Due 02/04/25 | Bonds / Notes | — | $101K | $99K | 0.7% | |
| Citizens Bank N.A. Interest at 4.725% | Bonds / Notes | — | $76K | $76K | 0.5% | |
| Sallie Mae Bank Interest 1.500% Due 02/18/25 | Bonds / Notes | — | $50K | $49K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NICK FARACLAS | — | JACKSON, CA | TRUSTEE & SECRETARY | $8K | — |
| STEVE SANDEFER | — | JACKSON, CA | TRUSTEE & VP | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CA PUBLIC SAFETY ADMINISTRATORS | 47-2562237 | — | N/A | $1.1M | — |
| WEINTRAUB TOBIN CHEDIAK COLEMAN GRO | 68-0231351 | — | N/A | $70K | — |
| WELLS FARGO CLEARING SERVICES, LLC | 23-2384840 | — | N/A | $58K | — |
| RISK STRATEGIES CONSULTING | 04-3738148 | — | N/A | $45K | — |
| MOSS ADAMS LLP | 91-0189318 | — | N/A | $45K | — |
| HEROIK MEDIA | 56-0891941 | — | N/A | $15K | — |
| RITA KERR (MEDICAL DIRECTOR) | 38-8866810 | — | N/A | $15K | — |
| WELLS FARGO BANK, N.A. | 94-1347373 | — | N/A | $6K | — |
