2023 Form 5500 filing — Patriot Coal Salaried Retiree Veba Trust Health Care Premium Reimbursement Plan
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 20241003061932NAL0005503731001) for Patriot Coal Salaried Retiree Veba Trust Health Care Premium Reimbursement Plan, reported by Patriot Coal Salaried Retiree Veba Trust under EIN 46-3002887 and plan number 501. It reports 375 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$7.9MReported net assets$7,859,211
Participants375
Provider compensation$123.6K4 Schedule C row(s)$123,590
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241003061932NAL0005503731001
- Plan sponsor
- Patriot Coal Salaried Retiree Veba Trust
- EIN
- 46-3002887
- Plan number
- 501
- Location
- Chicago, IL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$7.9M total assets
Net assets$7.9MLiabilities$16.8K
Full reported line items
- Total assets (EOY)
- $7,875,966
- Total liabilities (EOY)
- $16,755
- Net assets (EOY)
- $7,859,211
- Total income / additions
- $686,591
- Benefits paid
- $989,419
- Administrative expenses
- $129,008
- Total expenses
- $1,118,427
- Net increase / (decrease)
- -$431,836
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT BROKER | $45,436 | not reported in the loaded dataset |
| Dickinson Wright, Pllc | ATTORNEY | $38,530 | not reported in the loaded dataset |
| Core Documents, Inc. | RECORDKEEPER | $25,624 | not reported in the loaded dataset |
| Richmond & Company, Cpa'S, A.C. | ACCOUNTANT | $14,000 | not reported in the loaded dataset |