National Retiree Medical Funding Trust — 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, National Retiree Medical Funding Trust is a benefit plan reported by National Telecommunications Cooperative Association under EIN 52-0741336 and plan number 005. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $55,352,079 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
- 005
- Plan type
- 4
- Location
- Arlington, VA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $55,352,079
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20240709060010NAL0020461200001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,352,079
- Total liabilities (EOY)
- $1,427
- Net assets (EOY)
- $55,350,652
- Net assets (BOY)
- $48,518,250
Income & contributions
- Employer contributions
- $100,000
- Total contributions
- $100,000
- Total income / additions
- $7,329,964
Expenses & distributions
- Benefits paid
- $452,398
- Administrative expenses
- $45,164
- Total expenses
- $497,562
- Net increase / (decrease)
- $6,832,402
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Services Management Corporation | SUBSIDIARY OF NTCA | $26,344 | not reported in the loaded dataset | 2023 |
| Forvis, Llp | NONE | $12,225 | not reported in the loaded dataset | 2023 |