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Original filing (PDF)20250402191142NAL0005638947003
OXNARD PEACE OFFICERS ASSOCIATION
Form 5500
FILING_RECEIVED
PREMIUM REIMB PLAN OF OPOA RETIREE MEDICAL TRUST
Health & welfare plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
241
Accounts w/ balance
—
Plan assets (EOY)
$40.7M
Net assets (EOY)
$40.6M
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
- 69 bps in Schedule C fees — 138% above peer band of 29 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 OXNARD PEACE OFFICERS ASSOCIATION.
Plan sponsor
Name
OXNARD PEACE OFFICERS ASSOCIATION
EIN
51-0198799
Address
251 SOUTH C STREET · OXNARD, CA · 93030
Phone
(833) 468-4659
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Name
BOARD OF TRUSTEES OXNARD POA RETIREE MEDICAL TRUST
EIN
20-6303493
City
MUKILTEO, WA
Phone
(833) 468-4659
Plan characteristics
Plan number
502
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-02
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
4U · Dependent Care
Audit & trust (Schedule H)
Auditor
MOSS ADAMS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYDEN AND RYGEL | 95-3921788 | — | N/A | $81K | — |
| THE WAGNER LAW GROUP | 04-3323315 | — | N/A | $65K | — |
| VIMLY BENEFIT SOLUTIONS INC. | 91-1603312 | — | N/A | $65K | — |
| CHEIRON INC. | 13-4215617 | — | N/A | $38K | — |
| MOSS ADAMS LLP | 91-0189318 | — | N/A | $25K | — |
| NEWPORT GROUP CONSULTING LLC | 27-2037969 | — | N/A | $6K | — |
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.