Consolidated Associations Of Railroad Employees Health Care Trust Fund — Form 5500 plan (Consolidated Associations Of Railroad Employees Health Care 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, Consolidated Associations Of Railroad Employees Health Care Trust Fund is a benefit plan reported by Consolidated Associations Of Railroad Employees Health Care Trust under EIN 75-6493465 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,341 participants and $19,870,932 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Consolidated Associations Of Railroad Employees Health Care Trust
- EIN
- 75-6493465
- Plan number
- 501
- Plan type
- 2
- Location
- Temple, TX
- Latest filing year
- 2023
- Participants
- 1,341
- End-of-year plan assets
- $19,870,932
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,341 | H, C | 20240730120033NAL0034129696003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,870,932
- Total liabilities (EOY)
- $1,067,748
- Net assets (EOY)
- $18,803,184
- Net assets (BOY)
- $17,585,176
Income & contributions
- Participant contributions
- $3,657,330
- Total contributions
- $5,860,457
- Total income / additions
- $7,665,822
Expenses & distributions
- Benefits paid
- $4,611,706
- Administrative expenses
- $1,836,108
- Total expenses
- $6,447,814
- Net increase / (decrease)
- $1,218,008
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Consolidated Association Railroad | not reported in the loaded dataset | $1,217,061 | $0 | 2023 |
| Wells Fargo Advisors, LLC | not reported in the loaded dataset | $90,173 | $0 | 2023 |
| Bgfn, Pc | not reported in the loaded dataset | $49,975 | $0 | 2023 |
| Ccrx | not reported in the loaded dataset | $24,000 | $0 | 2023 |
| Healthsmart Information Services | not reported in the loaded dataset | $16,500 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Consolidated Associations Of Railroad Employees Health Care Trust
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Temple, TX
- Consolidated Association Railroad — Schedule C compensation
- Wells Fargo Advisors, LLC — Schedule C compensation
- Bgfn, Pc — Schedule C compensation
- Ccrx — Schedule C compensation
- Healthsmart Information Services — Schedule C compensation