2023 Form 5500 filing — Midland Colt Retiree Medical 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 20250326093424NAL0015764065001) for Midland Colt Retiree Medical Plan, reported by Board Of Trustees Midland Colt Retiree Medical Plan under EIN 25-1494888 and plan number 501. It reports 152 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250326093424NAL0015764065001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Board Of Trustees Midland Colt Retiree Medical Plan
- EIN
- 25-1494888
- Plan number
- 501
- Location
- Pittsburgh, PA
- Participants
- 152
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,093,828
- Total liabilities (EOY)
- $136,837
- Net assets (EOY)
- $10,956,991
- Total income / additions
- $515,659
- Benefits paid
- $948,930
- Administrative expenses
- $246,505
- Total expenses
- $1,195,435
- Net increase / (decrease)
- -$679,776
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Central Data Services | NONE | $88,440 | not reported in the loaded dataset |
| The Segal Company | NONE | $50,018 | not reported in the loaded dataset |
| Pnc Advisors | NONE | $25,000 | $0 |
| Mcelhaney & Associates, LLC | NONE | $18,000 | not reported in the loaded dataset |
| S. Howard Kline | NONE | $14,000 | not reported in the loaded dataset |
| Beaufort Longest | NONE | $13,000 | not reported in the loaded dataset |
| Steve Spradling | NONE | $13,000 | not reported in the loaded dataset |