Chillicothe Telephone Company Union Employees' Pension Plan And Trust Agreement — Form 5500 plan (Shentel Management Company)
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, Chillicothe Telephone Company Union Employees' Pension Plan And Trust Agreement is a benefit plan reported by Shentel Management Company under EIN 31-1449037 and plan number 001. The latest loaded filing year is 2023. The filing reports 109 participants and $5,721,510 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shentel Management Company
- EIN
- 31-1449037
- Plan number
- 001
- Plan type
- 2
- Location
- Edinburgh, VA
- Latest filing year
- 2023
- Participants
- 109
- End-of-year plan assets
- $5,721,510
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 109 | H, C | 20250613110826NAL0015628547001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,721,510
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,721,510
- Net assets (BOY)
- $5,197,823
Income & contributions
- Employer contributions
- $27,861
- Total contributions
- $27,861
- Total income / additions
- $965,828
Expenses & distributions
- Benefits paid
- $412,666
- Administrative expenses
- $29,475
- Total expenses
- $442,141
- Net increase / (decrease)
- $523,687
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Charles Schwab Trust Bank | NONE | $27,601 | not reported in the loaded dataset | 2023 |