HPAE Retiree Medical Trust - Information on the Trust's Financial Condition and Participants - Health Professionals & Allied Employees

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, Zenith American Solutions, and the investment manager, Payden & Rygel. You can find this information in the links below.

(New) Update and Financial Report – June 2020

Summary Annual Report 2018 (issued November 2019)

Form 990 for 2018

Form 5500 for 2018