Middletown Works Hourly & Salaried Union Retirees — Form 5500 plan (Trustees Of Middletown Works Hourly & Salaried Union Retirees Health C)
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, Middletown Works Hourly & Salaried Union Retirees is a benefit plan reported by Trustees Of Middletown Works Hourly & Salaried Union Retirees Health C under EIN 36-7485085 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,872 participants and $645,729,638 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Middletown Works Hourly & Salaried Union Retirees Health C
- EIN
- 36-7485085
- Plan number
- 501
- Plan type
- 2
- Location
- Middletown, OH
- Latest filing year
- 2023
- Participants
- 2,872
- End-of-year plan assets
- $645,729,638
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,872 | H, C | 20240730081838NAL0013200771004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $645,729,638
- Total liabilities (EOY)
- $1,743,782
- Net assets (EOY)
- $643,985,856
- Net assets (BOY)
- $595,759,687
Income & contributions
- Participant contributions
- $2,382,076
- Total contributions
- $2,382,076
- Total income / additions
- $82,862,070
Expenses & distributions
- Benefits paid
- $32,633,396
- Administrative expenses
- $2,002,505
- Total expenses
- $34,635,901
- Net increase / (decrease)
- $48,226,169
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefits Management Group, Inc. | NONE | $695,150 | not reported in the loaded dataset | 2023 |
| Umr Inc | NONE | $137,736 | $9,059 | 2023 |
| Rhumbline | NONE | $138,211 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | NONE | $100,982 | $0 | 2023 |
| Delta Dental | NONE | $86,599 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill | not reported in the loaded dataset | $83,432 | not reported in the loaded dataset | 2023 |
| Principal Bank | NONE | $64,961 | $0 | 2023 |
| Bolton Partners Investment Consult | NONE | $55,215 | not reported in the loaded dataset | 2023 |
| O'Donoghue & O'Donoghue | NONE | $48,174 | not reported in the loaded dataset | 2023 |
| Frank Martorana | TRUSTEE | $43,171 | not reported in the loaded dataset | 2023 |
| Roger Mcclow | TRUSTEE | $42,469 | not reported in the loaded dataset | 2023 |
| Michael Bailey | TRUSTEE | $33,359 | not reported in the loaded dataset | 2023 |
| Welfare & Pension Admin Service | NONE | $32,426 | not reported in the loaded dataset | 2023 |
| Brian Daley | TRUSTEE | $28,272 | not reported in the loaded dataset | 2023 |
| Michael Stephenson | TRUSTEE | $27,964 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $24,950 | not reported in the loaded dataset | 2023 |
| Bolton Partners, Inc. | NONE | $22,272 | not reported in the loaded dataset | 2023 |
| Eyemed | NONE | $16,372 | not reported in the loaded dataset | 2023 |
| Bond Brothers | NONE | $15,567 | not reported in the loaded dataset | 2023 |
| Shanna Kell | NONE | $11,700 | not reported in the loaded dataset | 2023 |
| Dan Sherrick | NONE | $5,850 | not reported in the loaded dataset | 2023 |
| Ronald Kahn | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Middletown Works Hourly & Salaried Union Retirees Health C
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Middletown, OH
- Benefits Management Group, Inc. — Schedule C compensation
- Umr Inc — Schedule C compensation
- Rhumbline — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Delta Dental — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- Principal Bank — Schedule C compensation
- Bolton Partners Investment Consult — Schedule C compensation
- O'Donoghue & O'Donoghue — Schedule C compensation
- Frank Martorana — Schedule C compensation
- Roger Mcclow — Schedule C compensation
- Michael Bailey — Schedule C compensation
- Welfare & Pension Admin Service — Schedule C compensation
- Brian Daley — Schedule C compensation
- Michael Stephenson — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Bolton Partners, Inc. — Schedule C compensation
- Eyemed — Schedule C compensation
- Bond Brothers — Schedule C compensation
- Shanna Kell — Schedule C compensation
- Dan Sherrick — Schedule C compensation
- Ronald Kahn — Schedule C compensation