2023 Form 5500 filing — Chillicothe Telephone Company Union Employees' Pension Plan And Trust Agreement
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 20250613110826NAL0015628547001) for Chillicothe Telephone Company Union Employees' Pension Plan And Trust Agreement, reported by Shentel Management Company under EIN 31-1449037 and plan number 001. It reports 109 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250613110826NAL0015628547001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shentel Management Company
- EIN
- 31-1449037
- Plan number
- 001
- Location
- Edinburgh, VA
- Participants
- 109
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,721,510
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,721,510
- Employer contributions
- $27,861
- Total income / additions
- $965,828
- Benefits paid
- $412,666
- Administrative expenses
- $29,475
- Total expenses
- $442,141
- Net increase / (decrease)
- $523,687
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Charles Schwab Trust Bank | NONE | $27,601 | not reported in the loaded dataset |