The Medical And Life Benefits Plan For Hourly Retirees — Form 5500 plan (Altria Client Services LLC)
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, The Medical And Life Benefits Plan For Hourly Retirees is a benefit plan reported by Altria Client Services LLC under EIN 47-2929146 and plan number 533. The latest loaded filing year is 2023. The filing reports 6,354 participants and $107,678,134 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Altria Client Services LLC
- EIN
- 47-2929146
- Plan number
- 533
- Plan type
- 2
- Location
- Richmond, VA
- Latest filing year
- 2023
- Participants
- 6,354
- End-of-year plan assets
- $107,678,134
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,354 | H, C | 20241004132225NAL0005726595001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $107,678,134
- Total liabilities (EOY)
- $6,930,926
- Net assets (EOY)
- $100,747,208
- Net assets (BOY)
- $114,141,778
Income & contributions
- Employer contributions
- $85,000
- Participant contributions
- $4,738,681
- Total contributions
- $4,823,681
- Total income / additions
- $23,529,825
Expenses & distributions
- Benefits paid
- $35,538,500
- Administrative expenses
- $1,385,895
- Total expenses
- $36,924,395
- Net increase / (decrease)
- -$13,394,570
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cigna Health And Life Insurance Co | CONTRACT ADMINISTRATOR | $1,474,363 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase Bank Na | TRUSTEE | $156,636 | $0 | 2023 |
| Pacific Investment Mgmt Co LLC | INVESTMENT MANAGER | $147,195 | not reported in the loaded dataset | 2023 |
| Pricewaterhousecoopers Llp | AUDITOR | $138,000 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | ACTUARY | $66,700 | not reported in the loaded dataset | 2023 |
| Lyra Health | CONTRACT ADMINISTRATOR | $53,359 | not reported in the loaded dataset | 2023 |
| State Street Global Advisor Trust | INVESTMENT MANAGER | $13,177 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Altria Client Services LLC
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Richmond, VA
- Cigna Health And Life Insurance Co — Schedule C compensation
- Jpmorgan Chase Bank Na — Schedule C compensation
- Pacific Investment Mgmt Co LLC — Schedule C compensation
- Pricewaterhousecoopers Llp — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Lyra Health — Schedule C compensation
- State Street Global Advisor Trust — Schedule C compensation