2023 Form 5500 filing — Middletown Works Hourly & Salaried Union Retirees
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 20240730081838NAL0013200771004) for Middletown Works Hourly & Salaried Union Retirees, reported by Trustees Of Middletown Works Hourly & Salaried Union Retirees Health C under EIN 36-7485085 and plan number 501. It reports 2,872 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730081838NAL0013200771004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trustees Of Middletown Works Hourly & Salaried Union Retirees Health C
- EIN
- 36-7485085
- Plan number
- 501
- Location
- Middletown, OH
- Participants
- 2,872
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $645,729,638
- Total liabilities (EOY)
- $1,743,782
- Net assets (EOY)
- $643,985,856
- Participant contributions
- $2,382,076
- Total income / additions
- $82,862,070
- Benefits paid
- $32,633,396
- Administrative expenses
- $2,002,505
- Total expenses
- $34,635,901
- Net increase / (decrease)
- $48,226,169
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefits Management Group, Inc. | NONE | $695,150 | not reported in the loaded dataset |
| Umr Inc | NONE | $137,736 | $9,059 |
| Rhumbline | NONE | $138,211 | not reported in the loaded dataset |
| Amalgamated Bank | NONE | $100,982 | $0 |
| Delta Dental | NONE | $86,599 | not reported in the loaded dataset |
| Segall Bryant & Hamill | not reported in the loaded dataset | $83,432 | not reported in the loaded dataset |
| Principal Bank | NONE | $64,961 | $0 |
| Bolton Partners Investment Consult | NONE | $55,215 | not reported in the loaded dataset |
| O'Donoghue & O'Donoghue | NONE | $48,174 | not reported in the loaded dataset |
| Frank Martorana | TRUSTEE | $43,171 | not reported in the loaded dataset |
| Roger Mcclow | TRUSTEE | $42,469 | not reported in the loaded dataset |
| Michael Bailey | TRUSTEE | $33,359 | not reported in the loaded dataset |
| Welfare & Pension Admin Service | NONE | $32,426 | not reported in the loaded dataset |
| Brian Daley | TRUSTEE | $28,272 | not reported in the loaded dataset |
| Michael Stephenson | TRUSTEE | $27,964 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $24,950 | not reported in the loaded dataset |
| Bolton Partners, Inc. | NONE | $22,272 | not reported in the loaded dataset |
| Eyemed | NONE | $16,372 | not reported in the loaded dataset |
| Bond Brothers | NONE | $15,567 | not reported in the loaded dataset |
| Shanna Kell | NONE | $11,700 | not reported in the loaded dataset |
| Dan Sherrick | NONE | $5,850 | not reported in the loaded dataset |
| Ronald Kahn | NONE | $5,000 | not reported in the loaded dataset |