Mid Atlantic Regional Health Fund — Form 5500 plan (Trustees Of The Mid Atlantic Regional Health Fund)
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, Mid Atlantic Regional Health Fund is a benefit plan reported by Trustees Of The Mid Atlantic Regional Health Fund under EIN 25-1347607 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,033 participants and $2,586,119 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Mid Atlantic Regional Health Fund
- EIN
- 25-1347607
- Plan number
- 501
- Plan type
- 1
- Location
- Frederick, MD
- Latest filing year
- 2023
- Participants
- 4,033
- End-of-year plan assets
- $2,586,119
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,033 | H, C | 20241014175047NAL0013711427002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,586,119
- Total liabilities (EOY)
- $22,529
- Net assets (EOY)
- $2,563,590
- Net assets (BOY)
- $2,308,040
Income & contributions
- Employer contributions
- $12,690
- Participant contributions
- $150,142
- Total contributions
- $162,832
- Total income / additions
- $458,861
Expenses & distributions
- Benefits paid
- $59,988
- Administrative expenses
- $143,323
- Total expenses
- $203,311
- Net increase / (decrease)
- $255,550
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mid Atlantic Regional Joint Board | ALLOCATED PR & RELATED | $103,346 | not reported in the loaded dataset | 2023 |
| United Bank | not reported in the loaded dataset | $14,496 | not reported in the loaded dataset | 2023 |
| Rogoff & Company, Pc | not reported in the loaded dataset | $12,446 | not reported in the loaded dataset | 2023 |
| Markowitz & Richman | not reported in the loaded dataset | $7,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Mid Atlantic Regional Health Fund
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Frederick, MD
- Mid Atlantic Regional Joint Board — Schedule C compensation
- United Bank — Schedule C compensation
- Rogoff & Company, Pc — Schedule C compensation
- Markowitz & Richman — Schedule C compensation