2023 Form 5500 filing — Voluntary Local 4911 Retiree Medical Fund
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 20241015212538NAL0049834096001) for Voluntary Local 4911 Retiree Medical Fund, reported by Local 4911 V.E.B.A C/O Benefits Administrative Service under EIN 42-1572846 and plan number 501. It reports 3,238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015212538NAL0049834096001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Local 4911 V.E.B.A C/O Benefits Administrative Service
- EIN
- 42-1572846
- Plan number
- 501
- Location
- Richmond Heights, OH
- Participants
- 3,238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,663,949
- Total liabilities (EOY)
- $8,823
- Net assets (EOY)
- $30,655,126
- Participant contributions
- $1,373,686
- Total income / additions
- $5,553,462
- Benefits paid
- $592,317
- Administrative expenses
- $317,990
- Total expenses
- $910,307
- Net increase / (decrease)
- $4,643,155
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | not reported in the loaded dataset | $180,342 | not reported in the loaded dataset |
| Bdo Usa, P.C. | not reported in the loaded dataset | $45,621 | not reported in the loaded dataset |
| Benefits Administrative Services Co | not reported in the loaded dataset | $33,830 | not reported in the loaded dataset |
| Segal Select Insurance Services | not reported in the loaded dataset | $20,867 | not reported in the loaded dataset |
| Milliman | not reported in the loaded dataset | $20,330 | not reported in the loaded dataset |
| Richard L. Lichtenstein | not reported in the loaded dataset | $17,000 | not reported in the loaded dataset |