Euclid Health Trust Retiree Medical Insurance Plan P.O. Box 43008 Richmond Heights, Oh 44143-0008 — Form 5500 plan (Euclid Health Trust)
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, Euclid Health Trust Retiree Medical Insurance Plan P.O. Box 43008 Richmond Heights, Oh 44143-0008 is a benefit plan reported by Euclid Health Trust under EIN 20-2366635 and plan number 501. The latest loaded filing year is 2023. The filing reports 145 participants and $4,810,820 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Euclid Health Trust
- EIN
- 20-2366635
- Plan number
- 501
- Plan type
- 2
- Location
- Richmond Heights, OH
- Latest filing year
- 2023
- Participants
- 145
- End-of-year plan assets
- $4,810,820
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 145 | H, C | 20240927113755NAL0001216099002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,810,820
- Total liabilities (EOY)
- $20,985
- Net assets (EOY)
- $4,789,835
- Net assets (BOY)
- $4,729,501
Income & contributions
- Participant contributions
- $2,782
- Total contributions
- $2,782
- Total income / additions
- $614,234
Expenses & distributions
- Benefits paid
- $487,719
- Administrative expenses
- $66,181
- Total expenses
- $553,900
- Net increase / (decrease)
- $60,334
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tito Antonelli | RETIREE | $15,900 | not reported in the loaded dataset | 2023 |
| Pease Bell Cpas, LLC | ACCOUNTANT/AUDITOR | $12,250 | not reported in the loaded dataset | 2023 |
| Mark Delong | RETIREE | $10,050 | not reported in the loaded dataset | 2023 |
| Robert Izo | RETIREE | $10,050 | not reported in the loaded dataset | 2023 |
| Benefits Administrative Services Co | ADMINISTRATION | $9,797 | not reported in the loaded dataset | 2023 |
| Starkweather & Shepley Corp Of Ma | INSURANCE BROKER | $8,108 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Euclid Health Trust
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Richmond Heights, OH
- Tito Antonelli — Schedule C compensation
- Pease Bell Cpas, LLC — Schedule C compensation
- Mark Delong — Schedule C compensation
- Robert Izo — Schedule C compensation
- Benefits Administrative Services Co — Schedule C compensation
- Starkweather & Shepley Corp Of Ma — Schedule C compensation