2023 Form 5500 filing — The Medical And Life Benefits Plan For Hourly 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 20241004132225NAL0005726595001) for The Medical And Life Benefits Plan For Hourly Retirees, reported by Altria Client Services LLC under EIN 47-2929146 and plan number 533. It reports 6,354 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004132225NAL0005726595001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Altria Client Services LLC
- EIN
- 47-2929146
- Plan number
- 533
- Location
- Richmond, VA
- Participants
- 6,354
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $107,678,134
- Total liabilities (EOY)
- $6,930,926
- Net assets (EOY)
- $100,747,208
- Employer contributions
- $85,000
- Participant contributions
- $4,738,681
- Total income / additions
- $23,529,825
- Benefits paid
- $35,538,500
- Administrative expenses
- $1,385,895
- Total expenses
- $36,924,395
- Net increase / (decrease)
- -$13,394,570
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cigna Health And Life Insurance Co | CONTRACT ADMINISTRATOR | $1,474,363 | not reported in the loaded dataset |
| Jpmorgan Chase Bank Na | TRUSTEE | $156,636 | $0 |
| Pacific Investment Mgmt Co LLC | INVESTMENT MANAGER | $147,195 | not reported in the loaded dataset |
| Pricewaterhousecoopers Llp | AUDITOR | $138,000 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | ACTUARY | $66,700 | not reported in the loaded dataset |
| Lyra Health | CONTRACT ADMINISTRATOR | $53,359 | not reported in the loaded dataset |
| State Street Global Advisor Trust | INVESTMENT MANAGER | $13,177 | $0 |