2023 Form 5500 filing — Montana Rail Link Retiree Benefit 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 20241011154747NAL0022258993004) for Montana Rail Link Retiree Benefit Plan, reported by Montana Rail Link, Inc. under EIN 81-0447040 and plan number 513. It reports 87 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20241011154747NAL0022258993004
Filing year
2023
Form type
2
Plan sponsor
Montana Rail Link, Inc.
EIN
81-0447040
Plan number
513
Location
Missoula, MT
Participants
87
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$56,974,828
Total liabilities (EOY)
$27,649
Net assets (EOY)
$56,947,179
Employer contributions
$2,770,983
Participant contributions
$197,852
Total income / additions
$9,679,482
Benefits paid
$949,370
Administrative expenses
$191,907
Total expenses
$1,141,277
Net increase / (decrease)
$8,538,205
Schedule source
Schedule I

Related Form 5500 pages