The Railroad Employees National Early Retirement Major Medical Benefit Plan — Form 5500 plan (National Carriers' Conference Committee)
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 Railroad Employees National Early Retirement Major Medical Benefit Plan is a benefit plan reported by National Carriers' Conference Committee under EIN 52-1036399 and plan number 506. The latest loaded filing year is 2023. The filing reports 5,191 participants and $34,589,768 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Carriers' Conference Committee
- EIN
- 52-1036399
- Plan number
- 506
- Plan type
- 1
- Location
- Arlington, VA
- Latest filing year
- 2023
- Participants
- 5,191
- End-of-year plan assets
- $34,589,768
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,191 | H, C | 20241012215507NAL0042606192001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,589,768
- Total liabilities (EOY)
- $5,043,982
- Net assets (EOY)
- $29,545,786
- Net assets (BOY)
- $31,788,337
Income & contributions
- Employer contributions
- $70,491,601
- Participant contributions
- $5,125,928
- Total contributions
- $75,702,326
- Total income / additions
- $76,829,466
Expenses & distributions
- Benefits paid
- $74,493,666
- Administrative expenses
- $4,578,351
- Total expenses
- $79,072,017
- Net increase / (decrease)
- -$2,242,551
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Unitedhealthcare | NONE | $4,174,976 | not reported in the loaded dataset | 2023 |
| Express Scripts, Inc. | NONE | $208,256 | not reported in the loaded dataset | 2023 |
| Tmdg, LLC | NONE | $162,459 | not reported in the loaded dataset | 2023 |
| Truist Bank | NONE | $42,140 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | NONE | $19,800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Carriers' Conference Committee
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Arlington, VA
- Unitedhealthcare — Schedule C compensation
- Express Scripts, Inc. — Schedule C compensation
- Tmdg, LLC — Schedule C compensation
- Truist Bank — Schedule C compensation
- Willis Towers Watson — Schedule C compensation