HPAE Retiree Medical Trust – Information on the Trust’s Financial Condition and Participants

Financial and Participant Information

The HPAE Retiree Medical Trust is required by law to file reports with the U.S. Department of Labor and the Internal Revenue Service. In addition, the Trustees of the Trust receive regular reports from the administrator of the Trust, Benserco, and the investment manager, Payden & Rygel. You can find this information in the links below.

Update and Financial Report – March 2018

Summary Annual Report 2016 (issued November 2017)

Auditor’s Report & Financial Statement for 2016 & 2017

Form 990 for 2017

Form 5500 for 2017