2023 Form 5500 filing — Consolidated Associations Of Railroad Employees Health Care Trust Fund
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730120033NAL0034129696003) for Consolidated Associations Of Railroad Employees Health Care Trust Fund, reported by Consolidated Associations Of Railroad Employees Health Care Trust under EIN 75-6493465 and plan number 501. It reports 1,341 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730120033NAL0034129696003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Consolidated Associations Of Railroad Employees Health Care Trust
- EIN
- 75-6493465
- Plan number
- 501
- Location
- Temple, TX
- Participants
- 1,341
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,870,932
- Total liabilities (EOY)
- $1,067,748
- Net assets (EOY)
- $18,803,184
- Participant contributions
- $3,657,330
- Total income / additions
- $7,665,822
- Benefits paid
- $4,611,706
- Administrative expenses
- $1,836,108
- Total expenses
- $6,447,814
- Net increase / (decrease)
- $1,218,008
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Consolidated Association Railroad | not reported in the loaded dataset | $1,217,061 | $0 |
| Wells Fargo Advisors, LLC | not reported in the loaded dataset | $90,173 | $0 |
| Bgfn, Pc | not reported in the loaded dataset | $49,975 | $0 |
| Ccrx | not reported in the loaded dataset | $24,000 | $0 |
| Healthsmart Information Services | not reported in the loaded dataset | $16,500 | $0 |