2023 Form 5500 filing — Mid-Rivers Telephone Cooperative Employees' Savings Plan And Trust
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 20240828143217NAL0006857139001) for Mid-Rivers Telephone Cooperative Employees' Savings Plan And Trust, reported by Mid-Rivers Telephone Cooperative, Inc. under EIN 81-0239277 and plan number 003. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828143217NAL0006857139001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mid-Rivers Telephone Cooperative, Inc.
- EIN
- 81-0239277
- Plan number
- 003
- Location
- Circle, MT
- Participants
- 135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,912,277
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,912,277
- Employer contributions
- $1,226,368
- Participant contributions
- $1,033,493
- Total income / additions
- $7,524,568
- Benefits paid
- $2,341,796
- Administrative expenses
- $68,916
- Total expenses
- $2,410,712
- Net increase / (decrease)
- $5,113,856
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $70,115 | $0 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |