2023 Form 5500 filing — Patriot Coal Salaried Retiree Veba Trust Health Care Premium Reimbursement Plan
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 20241003061932NAL0005503731001) for Patriot Coal Salaried Retiree Veba Trust Health Care Premium Reimbursement Plan, reported by Patriot Coal Salaried Retiree Veba Trust under EIN 46-3002887 and plan number 501. It reports 375 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003061932NAL0005503731001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Patriot Coal Salaried Retiree Veba Trust
- EIN
- 46-3002887
- Plan number
- 501
- Location
- Chicago, IL
- Participants
- 375
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,875,966
- Total liabilities (EOY)
- $16,755
- Net assets (EOY)
- $7,859,211
- Total income / additions
- $686,591
- Benefits paid
- $989,419
- Administrative expenses
- $129,008
- Total expenses
- $1,118,427
- Net increase / (decrease)
- -$431,836
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT BROKER | $45,436 | not reported in the loaded dataset |
| Dickinson Wright, Pllc | ATTORNEY | $38,530 | not reported in the loaded dataset |
| Core Documents, Inc. | RECORDKEEPER | $25,624 | not reported in the loaded dataset |
| Richmond & Company, Cpa'S, A.C. | ACCOUNTANT | $14,000 | not reported in the loaded dataset |