Atlantic Telephone Membership Corporation Retiree Welfare Benefit Plan Trust — Form 5500 plan (Atlantic Telephone Membership Corporation)
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, Atlantic Telephone Membership Corporation Retiree Welfare Benefit Plan Trust is a benefit plan reported by Atlantic Telephone Membership Corporation under EIN 20-8662055 and plan number 501. The latest loaded filing year is 2023. The filing reports 261 participants and $13,988,935 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atlantic Telephone Membership Corporation
- EIN
- 20-8662055
- Plan number
- 501
- Plan type
- 2
- Location
- Shallotte, NC
- Latest filing year
- 2023
- Participants
- 261
- End-of-year plan assets
- $13,988,935
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 261 | H, C | 20241014141214NAL0013427091002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,988,935
- Total liabilities (EOY)
- $22,434
- Net assets (EOY)
- $13,966,501
- Net assets (BOY)
- $15,902,654
Income & contributions
- Employer contributions
- $670,234
- Participant contributions
- $114,705
- Total contributions
- $784,939
- Total income / additions
- $3,086,533
Expenses & distributions
- Benefits paid
- $745,814
- Administrative expenses
- $4,276,872
- Total expenses
- $5,022,686
- Net increase / (decrease)
- -$1,936,153
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo | INVESTMENT ADVISOR | $87,748 | not reported in the loaded dataset | 2023 |