2023 Form 5500 filing — Group Medical Plan For Retirees Of The Superconducting Supercollider Laboratory
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 20241001145628NAL0007322753001) for Group Medical Plan For Retirees Of The Superconducting Supercollider Laboratory, reported by Fermi Research Alliance LLC under EIN 57-1239010 and plan number 520. It reports 42 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001145628NAL0007322753001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fermi Research Alliance LLC
- EIN
- 57-1239010
- Plan number
- 520
- Location
- Batavia, IL
- Participants
- 42
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,628,185
- Net assets (EOY)
- $19,628,185
- Total income / additions
- $2,020,073
- Benefits paid
- $416,611
- Administrative expenses
- $90,323
- Total expenses
- $609,169
- Net increase / (decrease)
- $1,410,904
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Truist Bank | TRUSTEE | $90,322 | not reported in the loaded dataset |
| Health Care Service Coporation | ASO PROVIDER | $31,169 | not reported in the loaded dataset |
| Express Scripts | CLAIMS ADMINISTRATOR | $1,061 | not reported in the loaded dataset |