Midland Colt Retiree Medical Plan — Form 5500 plan (Board Of Trustees Midland Colt Retiree Medical Plan)
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, Midland Colt Retiree Medical Plan is a benefit plan reported by Board Of Trustees Midland Colt Retiree Medical Plan under EIN 25-1494888 and plan number 501. The latest loaded filing year is 2023. The filing reports 152 participants and $11,093,828 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Midland Colt Retiree Medical Plan
- EIN
- 25-1494888
- Plan number
- 501
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 152
- End-of-year plan assets
- $11,093,828
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 152 | H, C | 20250326093424NAL0015764065001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,093,828
- Total liabilities (EOY)
- $136,837
- Net assets (EOY)
- $10,956,991
- Net assets (BOY)
- $11,636,767
Income & contributions
- Total contributions
- $0
- Total income / additions
- $515,659
Expenses & distributions
- Benefits paid
- $948,930
- Administrative expenses
- $246,505
- Total expenses
- $1,195,435
- Net increase / (decrease)
- -$679,776
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Central Data Services | NONE | $88,440 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $50,018 | not reported in the loaded dataset | 2023 |
| Pnc Advisors | NONE | $25,000 | $0 | 2023 |
| Mcelhaney & Associates, LLC | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| S. Howard Kline | NONE | $14,000 | not reported in the loaded dataset | 2023 |
| Beaufort Longest | NONE | $13,000 | not reported in the loaded dataset | 2023 |
| Steve Spradling | NONE | $13,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Midland Colt Retiree Medical Plan
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Central Data Services — Schedule C compensation
- The Segal Company — Schedule C compensation
- Pnc Advisors — Schedule C compensation
- Mcelhaney & Associates, LLC — Schedule C compensation
- S. Howard Kline — Schedule C compensation
- Beaufort Longest — Schedule C compensation
- Steve Spradling — Schedule C compensation