2023 Form 5500 filing — Twin City Ambulance Union 401(K) 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 20241011090540NAL0012308531001) for Twin City Ambulance Union 401(K) Plan, reported by Twin City Ambulance Corporation under EIN 16-0839594 and plan number 003. It reports 207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011090540NAL0012308531001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Twin City Ambulance Corporation
- EIN
- 16-0839594
- Plan number
- 003
- Location
- Amherst, NY
- Participants
- 207
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,296,474
- Net assets (EOY)
- $2,296,474
- Employer contributions
- $55,709
- Participant contributions
- $149,130
- Total income / additions
- $572,657
- Benefits paid
- $490,416
- Administrative expenses
- $34,165
- Total expenses
- $524,581
- Net increase / (decrease)
- $48,076
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Chiampou Travis Besaw & Kershner Ll | ACCOUNTANT | $10,100 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $7,643 | $0 |
| Lawley Retirement Advisors, LLC | INVESTMENT ADVISOR | $6,410 | $8 |
| Actuarial Consulting Services, Inc. | CONTRACT ADMINISTRATOR | $3,543 | $517 |
| Morningstar Investment Management | INVESTMENT ADVISOR | $0 | $0 |