Plan5500

Patriot Coal Salaried Retiree Veba Trust Health Care Premium Reimbursement Plan — Form 5500 plan (Patriot Coal Salaried Retiree Veba 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, Patriot Coal Salaried Retiree Veba Trust Health Care Premium Reimbursement Plan is a benefit plan reported by Patriot Coal Salaried Retiree Veba Trust under EIN 46-3002887 and plan number 501. The latest loaded filing year is 2023. The filing reports 375 participants and $7,875,966 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Patriot Coal Salaried Retiree Veba Trust
EIN
46-3002887
Plan number
501
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
375
End-of-year plan assets
$7,875,966

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023375H, C20241003061932NAL0005503731001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,875,966
Total liabilities (EOY)
$16,755
Net assets (EOY)
$7,859,211
Net assets (BOY)
$8,291,047

Income & contributions

Total contributions
$0
Total income / additions
$686,591

Expenses & distributions

Benefits paid
$989,419
Administrative expenses
$129,008
Total expenses
$1,118,427
Net increase / (decrease)
-$431,836

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyINVESTMENT BROKER$45,436not reported in the loaded dataset2023
Dickinson Wright, PllcATTORNEY$38,530not reported in the loaded dataset2023
Core Documents, Inc.RECORDKEEPER$25,624not reported in the loaded dataset2023
Richmond & Company, Cpa'S, A.C.ACCOUNTANT$14,000not reported in the loaded dataset2023

Related Form 5500 pages