Thunderbird Mining Company Retiree Health And Welfare Plan — Form 5500 plan (Thunderbird Retirees, Inc.)
Plain-English plan 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, Thunderbird Mining Company Retiree Health And Welfare Plan is a benefit plan reported by Thunderbird Retirees, Inc. under EIN 20-5658680 and plan number 501. The latest loaded filing year is 2023. The filing reports 257 participants and $5,498,676 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thunderbird Retirees, Inc.
- EIN
- 20-5658680
- Plan number
- 501
- Plan type
- 2
- Location
- Pueblo, CO
- Latest filing year
- 2023
- Participants
- 257
- End-of-year plan assets
- $5,498,676
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 257 | H, C | 20250313103930NAL0010950755001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,498,676
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,498,676
- Net assets (BOY)
- $4,991,359
Income & contributions
- Total contributions
- $958,421
- Total income / additions
- $1,283,884
Expenses & distributions
- Benefits paid
- $686,323
- Administrative expenses
- $90,244
- Total expenses
- $776,567
- Net increase / (decrease)
- $507,317
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Disciplined Benefit Services, Inc. | PLAN ADMINISTRATOR | $21,750 | not reported in the loaded dataset | 2023 |
| Boulay Pllp | ACCOUNTING FIRM | $19,100 | not reported in the loaded dataset | 2023 |
| Peterson, Engberg, & Peterson | LEGAL COUNSEL | $13,328 | not reported in the loaded dataset | 2023 |
| Bremer Trust, N.A. | CUSTODIAL TRUSTEE | $9,382 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Thunderbird Retirees, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Pueblo, CO
- Disciplined Benefit Services, Inc. — Schedule C compensation
- Boulay Pllp — Schedule C compensation
- Peterson, Engberg, & Peterson — Schedule C compensation
- Bremer Trust, N.A. — Schedule C compensation