Original filing (PDF)20251008195743NAL0005954257004

PASADENA POLICE OFFICERS ASSOCIATION

Name: PASADENA POLICE OFFICERS ASSOCIATION — PREMIUM REIMB PLAN OF THE PASADENA POLICE RETIRED MEDICAL TRUST, Form 5500 (2024)
Creator: PASADENA POLICE OFFICERS ASSOCIATION

Form 5500

FILING_RECEIVED

PREMIUM REIMB PLAN OF THE PASADENA POLICE RETIRED MEDICAL TRUST

Health & welfare plan

Signals · 2

59% in single holdingNo recordkeeper disclosed

Active participants

218

Accounts w/ balance

—

Plan assets (EOY)

$25.1M

Net assets (EOY)

$25.1M

How this plan invests

This plan

9 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PASADENA POLICE OFFICERS ASSOCIATION.

Plan sponsor

Name

PASADENA POLICE OFFICERS ASSOCIATION

EIN

95-3315175

Address

P. O. BOX 281 · PASADENA, CA · 91102

Phone

(626) 440-2814

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Name

BOARD OF TRUSTEES OF THE PASADENA POLICE RETIRED MEDICAL TRUST

EIN

95-7067743

City

MUKILTEO, WA

Phone

(425) 771-7359

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Welfare benefit codes

4A · Health (other than dental or vision)

4D · Dental

4E · Vision

4U · Dependent Care

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
PAYDEN & RYGEL	95-3921788	—	N/A	$53K	—
THE WAGNER LAW GROUP	04-3323315	—	N/A	$43K	—
VIMLY BENEFIT SOLUTIONS, INC.	91-1603312	—	N/A	$38K	—
MOSS ADAMS LLP	91-0189318	—	N/A	$24K	—
CHEIRON, INC.	13-4215617	—	N/A	$7K	—

Investments

9 direct securities· $24.9M(99% of reported assets)

Uncategorized

$22.8M

8 holdings

Mutual Funds

$2.1M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Schwab S&P 500 Index Fund 162,174.7400 shares owned	—	—	$10.3M	$14.6M	58.3%
iShares MBS ETF 26,012.5881 shares owned	—	—	$2.4M	$2.4M	9.5%
S * Payden Strategic Income Fund 219,692.3680 shares owned	Mutual Funds

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