Plan5500

2023 Form 5500 filing — Euclid Health Trust Retiree Medical Insurance Plan P.O. Box 43008 Richmond Heights, Oh 44143-0008

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 20240927113755NAL0001216099002) for Euclid Health Trust Retiree Medical Insurance Plan P.O. Box 43008 Richmond Heights, Oh 44143-0008, reported by Euclid Health Trust under EIN 20-2366635 and plan number 501. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240927113755NAL0001216099002
Filing year
2023
Form type
2
Plan sponsor
Euclid Health Trust
EIN
20-2366635
Plan number
501
Location
Richmond Heights, OH
Participants
145
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$4,810,820
Total liabilities (EOY)
$20,985
Net assets (EOY)
$4,789,835
Participant contributions
$2,782
Total income / additions
$614,234
Benefits paid
$487,719
Administrative expenses
$66,181
Total expenses
$553,900
Net increase / (decrease)
$60,334
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Tito AntonelliRETIREE$15,900not reported in the loaded dataset
Pease Bell Cpas, LLCACCOUNTANT/AUDITOR$12,250not reported in the loaded dataset
Mark DelongRETIREE$10,050not reported in the loaded dataset
Robert IzoRETIREE$10,050not reported in the loaded dataset
Benefits Administrative Services CoADMINISTRATION$9,797not reported in the loaded dataset
Starkweather & Shepley Corp Of MaINSURANCE BROKER$8,108not reported in the loaded dataset

Related Form 5500 pages