2023 Form 5500 filing — Thunderbird Mining Company Retiree Health And Welfare 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 20250313103930NAL0010950755001) for Thunderbird Mining Company Retiree Health And Welfare Plan, reported by Thunderbird Retirees, Inc. under EIN 20-5658680 and plan number 501. It reports 257 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250313103930NAL0010950755001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thunderbird Retirees, Inc.
- EIN
- 20-5658680
- Plan number
- 501
- Location
- Pueblo, CO
- Participants
- 257
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,498,676
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,498,676
- Total income / additions
- $1,283,884
- Benefits paid
- $686,323
- Administrative expenses
- $90,244
- Total expenses
- $776,567
- Net increase / (decrease)
- $507,317
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Disciplined Benefit Services, Inc. | PLAN ADMINISTRATOR | $21,750 | not reported in the loaded dataset |
| Boulay Pllp | ACCOUNTING FIRM | $19,100 | not reported in the loaded dataset |
| Peterson, Engberg, & Peterson | LEGAL COUNSEL | $13,328 | not reported in the loaded dataset |
| Bremer Trust, N.A. | CUSTODIAL TRUSTEE | $9,382 | not reported in the loaded dataset |