Plan5500

Group Medical Plan For Retirees Of The Superconducting Supercollider Laboratory — Form 5500 plan (Fermi Research Alliance LLC)

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, Group Medical Plan For Retirees Of The Superconducting Supercollider Laboratory is a benefit plan reported by Fermi Research Alliance LLC under EIN 57-1239010 and plan number 520. The latest loaded filing year is 2023. The filing reports 42 participants and $19,628,185 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fermi Research Alliance LLC
EIN
57-1239010
Plan number
520
Plan type
2
Location
Batavia, IL
Latest filing year
2023
Participants
42
End-of-year plan assets
$19,628,185

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202342I, C20241001145628NAL0007322753001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$19,628,185
Net assets (EOY)
$19,628,185
Net assets (BOY)
$18,217,281

Income & contributions

Total income / additions
$2,020,073

Expenses & distributions

Benefits paid
$416,611
Administrative expenses
$90,323
Total expenses
$609,169
Net increase / (decrease)
$1,410,904

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Truist BankTRUSTEE$90,322not reported in the loaded dataset2023
Health Care Service CoporationASO PROVIDER$31,169not reported in the loaded dataset2023
Express ScriptsCLAIMS ADMINISTRATOR$1,061not reported in the loaded dataset2023

Related Form 5500 pages