2023 Form 5500 filing — Star Telephone Membership Corporation Retiree Welfare Benefits Plan And 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 20241015145647NAL0028841041002) for Star Telephone Membership Corporation Retiree Welfare Benefits Plan And Trust, reported by Star Telephone Membership Corporation Retiree Welfare Benefits Plan An under EIN 45-5088790 and plan number 501. It reports 137 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)$20.8MReported net assets$20,831,169
Participants137
Provider compensation$296.4K3 Schedule C row(s)$296,357
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015145647NAL0028841041002
Plan sponsor
Star Telephone Membership Corporation Retiree Welfare Benefits Plan An
EIN
45-5088790
Plan number
501
Location
Clinton, NC
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)$20.8M total assets
Net assets$20.8MLiabilities
Money in vs. money out
Total income / additions$4.3M
Total expenses$3.4M
Benefits paid / distributions$971.8K
Contributions
Employer$1.1M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$20,831,169
Net assets (EOY)
$20,831,169
Employer contributions
$1,146,573
Total income / additions
$4,266,937
Benefits paid
$971,793
Administrative expenses
$2,384,953
Total expenses
$3,356,746
Net increase / (decrease)
$910,191

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Acs Benefit Services, IncCLAIMS PROCESSOR$162,130not reported in the loaded dataset
Wells Fargo & CompanyINVESTMENT ADVISOR$121,577not reported in the loaded dataset
Turlington And Company, L.L.P.AUDITOR$12,650not reported in the loaded dataset

Related Form 5500 pages