2023 Form 5500 filing — Regional Retiree Medical Funding Trust Ii
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240709060416NAL0028326002001) for Regional Retiree Medical Funding Trust Ii, reported by National Telecommunications Cooperative Association under EIN 52-0741336 and plan number 004. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240709060416NAL0028326002001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- National Telecommunications Cooperative Association
- EIN
- 52-0741336
- Plan number
- 004
- Location
- Arlington, VA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,965,368
- Total liabilities (EOY)
- $1,425
- Net assets (EOY)
- $74,963,943
- Employer contributions
- $80,000
- Total income / additions
- $9,932,188
- Benefits paid
- $526,894
- Administrative expenses
- $36,372
- Total expenses
- $563,266
- Net increase / (decrease)
- $9,368,922
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Services Management Corporation | SUBSIDIARY OF NTCA | $17,987 | not reported in the loaded dataset |
| Forvis, Llp | NONE | $11,625 | not reported in the loaded dataset |