2023 Form 5500 filing — Racine/Uaw Retiree Group 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 20250415113554NAL0003218769001) for Racine/Uaw Retiree Group Medical Trust, reported by Board Of Trustees Of Racine/Uaw Retiree Group Med Tr Evans Asset Holdi under EIN 65-0088772 and plan number 680. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415113554NAL0003218769001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Board Of Trustees Of Racine/Uaw Retiree Group Med Tr Evans Asset Holdi
- EIN
- 65-0088772
- Plan number
- 680
- Location
- Ottawa, IL
- Participants
- 3
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $432,732
- Total liabilities (EOY)
- $9,425
- Net assets (EOY)
- $423,307
- Total income / additions
- $31,383
- Benefits paid
- $10,626
- Administrative expenses
- $11,000
- Total expenses
- $34,917
- Net increase / (decrease)
- -$3,534
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sikich Cpa LLC | NONE | $11,000 | not reported in the loaded dataset |