Carroll Electric Cooperative Corp Retiree Welfare — Form 5500 plan (Carroll Electric Cooperative Corp)
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, Carroll Electric Cooperative Corp Retiree Welfare is a benefit plan reported by Carroll Electric Cooperative Corp under EIN 71-0027635 and plan number 526. The latest loaded filing year is 2023. The filing reports 87 participants and $2,625,422 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carroll Electric Cooperative Corp
- EIN
- 71-0027635
- Plan number
- 526
- Plan type
- 2
- Location
- Berryville, AR
- Latest filing year
- 2023
- Participants
- 87
- End-of-year plan assets
- $2,625,422
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 87 | H, C | 20241003155313NAL0017487904002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,625,422
- Total liabilities (EOY)
- $1,015,814
- Net assets (EOY)
- $1,609,608
- Net assets (BOY)
- $2,027,103
Income & contributions
- Participant contributions
- $320,974
- Total contributions
- $320,974
- Total income / additions
- $425,790
Expenses & distributions
- Benefits paid
- $833,510
- Administrative expenses
- $9,775
- Total expenses
- $843,285
- Net increase / (decrease)
- -$417,495
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bolinger,Segars,Gilbert And Moss | AUDITOR | $9,775 | not reported in the loaded dataset | 2023 |