2023 Form 5500 filing — Guadalupe Valley Telephone Cooperative, Inc. Medical Benefit 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 20241007134527NAL0007642707001) for Guadalupe Valley Telephone Cooperative, Inc. Medical Benefit Plan, reported by Guadalupe Valley Telephone Cooperative, Inc. under EIN 74-1194662 and plan number 505. It reports 346 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007134527NAL0007642707001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Guadalupe Valley Telephone Cooperative, Inc.
- EIN
- 74-1194662
- Plan number
- 505
- Location
- New Braunfels, TX
- Participants
- 346
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,381,520
- Total liabilities (EOY)
- $289,594
- Net assets (EOY)
- $12,091,926
- Employer contributions
- $3,236,572
- Participant contributions
- $731,567
- Total income / additions
- $5,185,683
- Benefits paid
- $3,524,584
- Administrative expenses
- $312,633
- Total expenses
- $3,837,217
- Net increase / (decrease)
- $1,348,466
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Integra Employer Health Dba Maestro | CONTRACT ADMINISTRATOR | $74,474 | not reported in the loaded dataset |
| Strateben, Inc. | PLAN CONSULTANT | $71,514 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $31,241 | not reported in the loaded dataset |
| Heard Mcelroy & Vestal LLC | AUDITOR | $17,500 | not reported in the loaded dataset |
| Phcs | PPO PROVIDER | $14,811 | not reported in the loaded dataset |
| Sage Advisory Services Ltd | NONE | $12,611 | not reported in the loaded dataset |
| Gqg Partners Em Eq Inst | NONE | $0 | $0 |
| Oakmark Funds | NONE | $0 | $0 |
| Lazard Asset Management | NONE | $0 | $0 |
| Retirement Horizons Inc. | NONE | $0 | not reported in the loaded dataset |
| Touchstone Funds | NONE | $0 | $0 |
| Thornburg Funds | NONE | $0 | $0 |
| Pimco Institutional Funds | NONE | $0 | $0 |
| Catalyst/Millburn Hedge Strategy I | NONE | $0 | $0 |