2023 Form 5500 filing — Atlantic Telephone Membership Corporation Retiree Welfare Benefit Plan 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 20241014141214NAL0013427091002) for Atlantic Telephone Membership Corporation Retiree Welfare Benefit Plan Trust, reported by Atlantic Telephone Membership Corporation under EIN 20-8662055 and plan number 501. It reports 261 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014141214NAL0013427091002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Atlantic Telephone Membership Corporation
- EIN
- 20-8662055
- Plan number
- 501
- Location
- Shallotte, NC
- Participants
- 261
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,988,935
- Total liabilities (EOY)
- $22,434
- Net assets (EOY)
- $13,966,501
- Employer contributions
- $670,234
- Participant contributions
- $114,705
- Total income / additions
- $3,086,533
- Benefits paid
- $745,814
- Administrative expenses
- $4,276,872
- Total expenses
- $5,022,686
- Net increase / (decrease)
- -$1,936,153
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo | INVESTMENT ADVISOR | $87,748 | not reported in the loaded dataset |