Regional Retiree Medical Funding Trust I — Form 5500 plan (National Telecommunications Cooperative Association)
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, Regional Retiree Medical Funding Trust I is a benefit plan reported by National Telecommunications Cooperative Association under EIN 52-0741336 and plan number 003. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $131,564,786 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Telecommunications Cooperative Association
- EIN
- 52-0741336
- Plan number
- 003
- Plan type
- 4
- Location
- Arlington, VA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $131,564,786
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20240709060112NAL0007696243001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $131,564,786
- Total liabilities (EOY)
- $1,455
- Net assets (EOY)
- $131,563,331
- Net assets (BOY)
- $113,896,568
Income & contributions
- Employer contributions
- $600,000
- Total contributions
- $600,000
- Total income / additions
- $17,716,946
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $50,183
- Total expenses
- $50,183
- Net increase / (decrease)
- $17,666,763
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Services Management Corporation | SUBSIDIARY OF NTCA | $29,051 | not reported in the loaded dataset | 2023 |
| Forvis, Llp | NONE | $11,625 | not reported in the loaded dataset | 2023 |
| Telcom Insurance Group | NONE | $6,091 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Telecommunications Cooperative Association
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Arlington, VA
- Services Management Corporation — Schedule C compensation
- Forvis, Llp — Schedule C compensation
- Telcom Insurance Group — Schedule C compensation