Voluntary Local 4911 Retiree Medical Fund — Form 5500 plan (Local 4911 V.E.B.A C/O Benefits Administrative Service)
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, Voluntary Local 4911 Retiree Medical Fund is a benefit plan reported by Local 4911 V.E.B.A C/O Benefits Administrative Service under EIN 42-1572846 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,238 participants and $30,663,949 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 4911 V.E.B.A C/O Benefits Administrative Service
- EIN
- 42-1572846
- Plan number
- 501
- Plan type
- 2
- Location
- Richmond Heights, OH
- Latest filing year
- 2023
- Participants
- 3,238
- End-of-year plan assets
- $30,663,949
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,238 | H, C | 20241015212538NAL0049834096001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,663,949
- Total liabilities (EOY)
- $8,823
- Net assets (EOY)
- $30,655,126
- Net assets (BOY)
- $26,011,971
Income & contributions
- Participant contributions
- $1,373,686
- Total contributions
- $1,373,686
- Total income / additions
- $5,553,462
Expenses & distributions
- Benefits paid
- $592,317
- Administrative expenses
- $317,990
- Total expenses
- $910,307
- Net increase / (decrease)
- $4,643,155
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | not reported in the loaded dataset | $180,342 | not reported in the loaded dataset | 2023 |
| Bdo Usa, P.C. | not reported in the loaded dataset | $45,621 | not reported in the loaded dataset | 2023 |
| Benefits Administrative Services Co | not reported in the loaded dataset | $33,830 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services | not reported in the loaded dataset | $20,867 | not reported in the loaded dataset | 2023 |
| Milliman | not reported in the loaded dataset | $20,330 | not reported in the loaded dataset | 2023 |
| Richard L. Lichtenstein | not reported in the loaded dataset | $17,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 4911 V.E.B.A C/O Benefits Administrative Service
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Richmond Heights, OH
- Morgan Stanley Smith Barney — Schedule C compensation
- Bdo Usa, P.C. — Schedule C compensation
- Benefits Administrative Services Co — Schedule C compensation
- Segal Select Insurance Services — Schedule C compensation
- Milliman — Schedule C compensation
- Richard L. Lichtenstein — Schedule C compensation