2023 Form 5500 filing — Electrical Medical 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 20241015115355NAL0014538131001) for Electrical Medical Trust, reported by Board Of Trustees Of The Electrical Medical Trust under EIN 74-1621269 and plan number 501. It reports 1,776 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015115355NAL0014538131001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Electrical Medical Trust
- EIN
- 74-1621269
- Plan number
- 501
- Location
- Houston, TX
- Participants
- 1,776
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,664,767
- Total liabilities (EOY)
- $2,388,149
- Net assets (EOY)
- $27,276,618
- Employer contributions
- $24,812,874
- Participant contributions
- $1,599,671
- Total income / additions
- $31,430,845
- Benefits paid
- $23,025,661
- Administrative expenses
- $330,897
- Total expenses
- $23,356,558
- Net increase / (decrease)
- $8,074,287
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aetna Life Insurance Company | CONTRACT ADMIN | $677,114 | not reported in the loaded dataset |
| Navitus | PBM | $173,042 | not reported in the loaded dataset |
| Benefit Resources, Inc. | ADMINISTRATOR | $150,000 | not reported in the loaded dataset |
| Healthlinx | RX-CONSULTING | $60,500 | not reported in the loaded dataset |
| The Segal Company | CONSULTANT | $56,171 | not reported in the loaded dataset |
| Southeast Chapter Of Neca | RECORD KEEPER | $26,205 | not reported in the loaded dataset |
| Edwards And Leathers, P.C. | AUDITOR | $22,957 | not reported in the loaded dataset |
| Patrick Flynn | ATTORNEY | $14,418 | not reported in the loaded dataset |