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Original filing (PDF)20251015172535NAL0002701987001
BOARD OF TRUSTEES, SAN DIEGO COUNTY PUBLIC SAFETY
Form 5500
FILING_RECEIVED
SAN DIEGO COUNTY PUBLIC SAFETY RETIREE MEDICAL TRUST
Health & welfare plan
Signals · 3
100% in single holding~132 bps in Sched C feesNo recordkeeper disclosed
Active participants
3,647
Accounts w/ balance
—
Plan assets (EOY)
$33.9M
Net assets (EOY)
$33.7M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
- Top holding "HealthInvest HRA Master Trust" is 100% of plan.
- 132 bps in Schedule C fees — 356% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES, SAN DIEGO COUNTY PUBLIC SAFETY.
Plan sponsor
Name
BOARD OF TRUSTEES, SAN DIEGO COUNTY PUBLIC SAFETY
DBA
RETIREE MEDICAL TRUST
EIN
46-4728761
Address
P.O. BOX 80967 · SEATTLE, WA · 98108
Phone
(619) 278-0021
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALTHINVEST HRA | 81-7058658 | — | NONE | $369K | — |
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | NONE | $25K | — |
| GILBERT & SACKMAN | 95-2906951 | — | NONE | $24K | — |
| CHEIRON, INC. | 13-4215617 | — | NONE | $15K | — |
| MILLER KAPLAN ARASE LLP | 95-2036255 | — | NONE | $15K | — |
Investments
1 direct security· $33.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| HealthInvest HRA Master Trust | — | — | — | $33.8M | 99.6% |