2023 Form 5500 filing — Valley Telephone Cooperative, Inc. Defined 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 20241015085508NAL0029068353001) for Valley Telephone Cooperative, Inc. Defined Benefit Plan, reported by Valley Telephone Cooperative, Inc. under EIN 74-1207591 and plan number 002. It reports 180 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)$18.2MReported net assets$18,177,554
Participants180
Provider compensation$391.2K1 Schedule C row(s)$391,225
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015085508NAL0029068353001
- Plan sponsor
- Valley Telephone Cooperative, Inc.
- EIN
- 74-1207591
- Plan number
- 002
- Location
- Raymondville, TX
- 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)$18.2M total assets
Net assets$18.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $18,177,554
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,177,554
- Employer contributions
- $850,000
- Total income / additions
- $2,303,679
- Benefits paid
- $5,039,455
- Administrative expenses
- $391,925
- Total expenses
- $5,431,380
- Net increase / (decrease)
- -$3,127,701
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hartford Life & Accident | NONE | $391,225 | not reported in the loaded dataset |