2025-11-15T15:14:37-05:00 2024-12-31 MILLER KAPLAN ARASE LLP 3900 W ALAMEDA AVE STE 2400 BURBANK CA 915054302 990 2024-01-01 016231970 MEDICAL EXPENSE REIMBURSEMENT PLAN OF THE BURBANK EMPLOYEES RETIREE MEDICAL TRUST % BENEFIT PLAN ADMIN MEDI 2134062330 1200 WILSHIRE BLVD FL 5 LOS ANGELES CA 90017 ROBERT KACZMAREK CHAIRPERSON 2134062330 2025-11-11 true true Kelly W Fox P01777052 8187692010 2024 2025-03-06 01:10:19Z ROBERT KACZMAREK TRUSTEE 1200 WILSHIRE BLVD FL 5 LOS ANGELES CA 90017 15051052 false X N/A X 2003 CA SEE SCHEDULE O 7 0 0 0 0 0 0 0 2819815 2919076 2557247 4976175 0 0 5377062 7895251 0 0 1973682 2129918 0 0 0 0 0 497301 565081 2470983 2694999 2906079 5200252 50444870 55779459 49680 46363 50395190 55733096 X SEE SCHEDULE O false false the medical expense reimbursement plan of burbank employees retiree medical trust was established by agreement between the city of burbank employees coalition and the city of burbank for the purpose of funding retiree health benefits. false false false false false false false false false false false false false true true true false false false false false false false false false false false false false false false false false false false false false false false false true false false true 0 0 true 0 false false false false false false false false X 7 0 false false false false false true false true true false false true true true true true true false false false X BENEFIT PLAN ADMIN 2134062330 1200 WILSHIRE BLVD FL 5 LOS ANGELES CA 90017 X ROBERT KACZMAREK TRUSTEE 3.0 40.0 X 0 0 0 FRANK DI LIBERTO TRUSTEE 3.0 40.0 X 0 0 0 CHRIS WHITE Trustee 3.0 40.0 X 0 0 0 BARRY HELLER Trustee 3.0 0.0 X 0 0 0 GRISELDA SANDOVAL TRUSTEE 3.0 40.0 X 0 0 0 PEDRO MEJIA TRUSTEE 3.0 0.0 X 0 0 0 Theresa Kaczmarek TRUSTEE 3.0 0.0 X 0 0 0 0 0 0 0 false false false BENEFIT PROGRAM ADMINISTRATORS 1200 Wilshire Bl Fl 5 LOS ANGELES CA 90017 ADMINISTRATION 232654 1 0 EMPLOYER CONTRIBUTIONS 900099 1598293 1598293 0 0 PARTICIPANT CONTRIBUTIONS 900099 1320783 1320783 0 0 2919076 4729788 0 0 4729788 0 0 0 0 0 7402188 7155801 246387 246387 0 0 246387 0 0 0 0 0 0 0 0 0 0 7895251 2919076 0 4976175 0 0 0 2129918 0 0 0 0 0 0 232654 47517 41000 0 0 154675 20500 0 19524 0 0 0 0 0 24326 0 0 0 14568 BANK CHARGES 6089 MISCELLANEOUS EXPENSES 4228 2694999 0 0 311252 283495 0 0 185555 210165 0 0 0 0 0 0 0 0 13986 18521 0 0 49934077 55267278 0 0 0 0 0 0 0 0 50444870 55779459 25141 28650 0 0 0 0 0 0 0 0 0 0 0 0 0 0 24539 17713 49680 46363 X 0 0 0 0 50395190 55733096 50395190 55733096 50444870 55779459 5200252 137654 X false true X true 0 BENEFIT OBLIGATIONS 17713 17713 X 8032905 137654 137654 7895251 7895251 2694999 2694999 2694999 PART X, LINE 2: THE PLAN IS TAX-EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(9) AND FROM THE STATE OF CALIFORNIA UNDER REVENUE AND TAXATION CODE SECTION 23701I; THEREFORE, NO PROVISION IS MADE FOR FEDERAL OR STATE INCOME TAXES. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART I, LINE 1 AND PART III, LINE 1: the medical expense reimbursement plan of burbank employees retiree medical trust was established by agreement between the city of burbank employees coalition and the city of burbank for the purpose of funding retiree health benefits. part vi, line 7a: there are seven trustees, all of whom are appointed by the board of directors of the participating labor organizations. in the event of early termination of appointment, resignation, or death of a trustee, the board of directors of the labor organization shall appoint a successor trustee for the remainder of that term. the appointment of a trustee may be terminated, at any time, by the entity which originally made the appointment, according to such entity's internal rules, procedures or practices. part vi, line 11b: the contract administrator reviews the form 990 for completeness and accuracy. trustees also review the form for completeness and accuracy before signing and filing with the irs. part vi, line 12c: trustees are required to notify the trust fund of any changes in their interests that could give rise to conflict. part vi, line 15: the plan has no employees and members of the governing body receive no compensation. part vi, line 19: the plan document, other governing documents, and the financial statements are maintained at the trust office and are available upon request. PART VII, LINE 1A: ANY TRUSTEES' COMPENSATION AND/OR BENEFITS FROM RELATED TAX-EXEMPT ORGANIZATIONS IS AVAILABLE ON THOSE ORGANIZATIONS' FORM 990. CITY OF BURBANK NA BURBANK CITY EMPLOYEES ASSOCIATION NA BURBANK MANAGEMENT ASSOCIATION NA IBEW LOCAL 18 NA false false false false false false false false false false false false false false false false false false false