Valley Telephone Postretirement Benefit Policy — Form 5500 plan (Valley Telephone Cooperative, Inc.)
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, Valley Telephone Postretirement Benefit Policy is a benefit plan reported by Valley Telephone Cooperative, Inc. under EIN 74-1207591 and plan number 501. The latest loaded filing year is 2023. The filing reports 33 participants and $17,731,581 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Valley Telephone Cooperative, Inc.
- EIN
- 74-1207591
- Plan number
- 501
- Plan type
- 2
- Location
- Raymondville, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 33 | I | 20240910175550NAL0010545520001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $17,731,581
- Net assets (EOY)
- $17,731,581
- Net assets (BOY)
- $15,645,386
Income & contributions
- Participant contributions
- $89,369
- Total income / additions
- $2,234,100
Expenses & distributions
- Administrative expenses
- $147,905
- Total expenses
- $147,905
- Net increase / (decrease)
- $2,086,195
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.