2023 Form 5500 filing — The Railroad Employees National Early Retirement Major 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 20241012215507NAL0042606192001) for The Railroad Employees National Early Retirement Major Medical Benefit Plan, reported by National Carriers' Conference Committee under EIN 52-1036399 and plan number 506. It reports 5,191 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012215507NAL0042606192001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- National Carriers' Conference Committee
- EIN
- 52-1036399
- Plan number
- 506
- Location
- Arlington, VA
- Participants
- 5,191
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,589,768
- Total liabilities (EOY)
- $5,043,982
- Net assets (EOY)
- $29,545,786
- Employer contributions
- $70,491,601
- Participant contributions
- $5,125,928
- Total income / additions
- $76,829,466
- Benefits paid
- $74,493,666
- Administrative expenses
- $4,578,351
- Total expenses
- $79,072,017
- Net increase / (decrease)
- -$2,242,551
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Unitedhealthcare | NONE | $4,174,976 | not reported in the loaded dataset |
| Express Scripts, Inc. | NONE | $208,256 | not reported in the loaded dataset |
| Tmdg, LLC | NONE | $162,459 | not reported in the loaded dataset |
| Truist Bank | NONE | $42,140 | not reported in the loaded dataset |
| Willis Towers Watson | NONE | $19,800 | not reported in the loaded dataset |