Guadalupe Valley Telephone Cooperative, Inc. Medical Benefit Plan — Form 5500 plan (Guadalupe Valley Telephone Cooperative, Inc.)
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, Guadalupe Valley Telephone Cooperative, Inc. Medical Benefit Plan is a benefit plan reported by Guadalupe Valley Telephone Cooperative, Inc. under EIN 74-1194662 and plan number 505. The latest loaded filing year is 2023. The filing reports 346 participants and $12,381,520 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Guadalupe Valley Telephone Cooperative, Inc.
- EIN
- 74-1194662
- Plan number
- 505
- Plan type
- 2
- Location
- New Braunfels, TX
- Latest filing year
- 2023
- Participants
- 346
- End-of-year plan assets
- $12,381,520
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 346 | H, C | 20241007134527NAL0007642707001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,381,520
- Total liabilities (EOY)
- $289,594
- Net assets (EOY)
- $12,091,926
- Net assets (BOY)
- $10,743,460
Income & contributions
- Employer contributions
- $3,236,572
- Participant contributions
- $731,567
- Total contributions
- $3,968,139
- Total income / additions
- $5,185,683
Expenses & distributions
- Benefits paid
- $3,524,584
- Administrative expenses
- $312,633
- Total expenses
- $3,837,217
- Net increase / (decrease)
- $1,348,466
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Integra Employer Health Dba Maestro | CONTRACT ADMINISTRATOR | $74,474 | not reported in the loaded dataset | 2023 |
| Strateben, Inc. | PLAN CONSULTANT | $71,514 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $31,241 | not reported in the loaded dataset | 2023 |
| Heard Mcelroy & Vestal LLC | AUDITOR | $17,500 | not reported in the loaded dataset | 2023 |
| Phcs | PPO PROVIDER | $14,811 | not reported in the loaded dataset | 2023 |
| Sage Advisory Services Ltd | NONE | $12,611 | not reported in the loaded dataset | 2023 |
| Gqg Partners Em Eq Inst | NONE | $0 | $0 | 2023 |
| Oakmark Funds | NONE | $0 | $0 | 2023 |
| Lazard Asset Management | NONE | $0 | $0 | 2023 |
| Retirement Horizons Inc. | NONE | $0 | not reported in the loaded dataset | 2023 |
| Touchstone Funds | NONE | $0 | $0 | 2023 |
| Thornburg Funds | NONE | $0 | $0 | 2023 |
| Pimco Institutional Funds | NONE | $0 | $0 | 2023 |
| Catalyst/Millburn Hedge Strategy I | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Guadalupe Valley Telephone Cooperative, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in New Braunfels, TX
- Integra Employer Health Dba Maestro — Schedule C compensation
- Strateben, Inc. — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Heard Mcelroy & Vestal LLC — Schedule C compensation
- Phcs — Schedule C compensation
- Sage Advisory Services Ltd — Schedule C compensation
- Gqg Partners Em Eq Inst — Schedule C compensation
- Oakmark Funds — Schedule C compensation
- Lazard Asset Management — Schedule C compensation
- Retirement Horizons Inc. — Schedule C compensation
- Touchstone Funds — Schedule C compensation
- Thornburg Funds — Schedule C compensation
- Pimco Institutional Funds — Schedule C compensation
- Catalyst/Millburn Hedge Strategy I — Schedule C compensation