Plan5500

Electrical Medical Trust — Form 5500 plan (Board Of Trustees Of The Electrical Medical Trust)

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, Electrical Medical Trust is a benefit plan reported by Board Of Trustees Of The Electrical Medical Trust under EIN 74-1621269 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,776 participants and $29,664,767 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$27.3MPlan net assets, end of year$27,276,618
Participants1.8KCovered participants reported1,776
Assets / participant$16.7KComputed: assets ÷ participants$16,703 (computed)
Provider compensation$1.2M8 Schedule C provider row(s)$1,180,407
Plan sponsor
Board Of Trustees Of The Electrical Medical Trust
EIN
74-1621269
Plan number
501
Plan type
1
Location
Houston, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,776 participants · 1Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$29.7M total assets
Net assets$27.3MLiabilities$2.4M
Money in vs. money out
Total income / additions$31.4M
Total expenses$23.4M
Benefits paid / distributions$23M
Contributions
Employer$24.8M
Participant$1.6M
Full reported line items

Net assets

Total assets (EOY)
$29,664,767
Total liabilities (EOY)
$2,388,149
Net assets (EOY)
$27,276,618
Net assets (BOY)
$19,202,331

Income & contributions

Employer contributions
$24,812,874
Participant contributions
$1,599,671
Total contributions
$29,109,509
Total income / additions
$31,430,845

Expenses & distributions

Benefits paid
$23,025,661
Administrative expenses
$330,897
Total expenses
$23,356,558
Net increase / (decrease)
$8,074,287
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 94%Participant 6%
Total expenses ÷ net assets86%Computed ratio
Benefits paid ÷ total income73%Computed ratio
Provider comp. ÷ net assets4%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Aetna Life Insurance Company$677.1K
    CONTRACT ADMIN · Direct $677.1K
  2. 2
    Navitus$173K
    PBM · Direct $173K
  3. 3
    Benefit Resources, Inc.$150K
    ADMINISTRATOR · Direct $150K
  4. 4
    Healthlinx$60.5K
    RX-CONSULTING · Direct $60.5K
  5. 5
    The Segal Company$56.2K
    CONSULTANT · Direct $56.2K
  6. 6
    Southeast Chapter Of Neca$26.2K
    RECORD KEEPER · Direct $26.2K
  7. 7
    Edwards And Leathers, P.C.$23K
    AUDITOR · Direct $23K
  8. 8
    Patrick Flynn$14.4K
    ATTORNEY · Direct $14.4K

What to inspect next

Frequently asked questions

Who sponsors the Electrical Medical Trust?
Electrical Medical Trust is reported as sponsored by Board Of Trustees Of The Electrical Medical Trust (EIN 74-1621269, plan number 501) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Electrical Medical Trust?
The latest Form 5500 filing year loaded for Electrical Medical Trust is 2023.
How many participants does Electrical Medical Trust report?
Electrical Medical Trust reports 1,776 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Electrical Medical Trust?
Electrical Medical Trust reports $29,664,767 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages