Twin City Ambulance Union 401(K) Plan — Form 5500 plan (Twin City Ambulance Corporation)
Plain-English plan 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, Twin City Ambulance Union 401(K) Plan is a benefit plan reported by Twin City Ambulance Corporation under EIN 16-0839594 and plan number 003. The latest loaded filing year is 2023. The filing reports 207 participants and $2,296,474 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Twin City Ambulance Corporation
- EIN
- 16-0839594
- Plan number
- 003
- Plan type
- 2
- Location
- Amherst, NY
- Latest filing year
- 2023
- Participants
- 207
- End-of-year plan assets
- $2,296,474
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 207 | H, C | 20241011090540NAL0012308531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,296,474
- Net assets (EOY)
- $2,296,474
- Net assets (BOY)
- $2,248,398
Income & contributions
- Employer contributions
- $55,709
- Participant contributions
- $149,130
- Total contributions
- $204,839
- Total income / additions
- $572,657
Expenses & distributions
- Benefits paid
- $490,416
- Administrative expenses
- $34,165
- Total expenses
- $524,581
- Net increase / (decrease)
- $48,076
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Chiampou Travis Besaw & Kershner Ll | ACCOUNTANT | $10,100 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $7,643 | $0 | 2023 |
| Lawley Retirement Advisors, LLC | INVESTMENT ADVISOR | $6,410 | $8 | 2023 |
| Actuarial Consulting Services, Inc. | CONTRACT ADMINISTRATOR | $3,543 | $517 | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISOR | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Twin City Ambulance Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Amherst, NY
- Chiampou Travis Besaw & Kershner Ll — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Lawley Retirement Advisors, LLC — Schedule C compensation
- Actuarial Consulting Services, Inc. — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation