Valley Telephone Cooperative, Inc. Defined Benefit Plan — Form 5500 plan (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, Valley Telephone Cooperative, Inc. Defined Benefit Plan is a benefit plan reported by Valley Telephone Cooperative, Inc. under EIN 74-1207591 and plan number 002. The latest loaded filing year is 2023. The filing reports 180 participants and $18,177,554 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Valley Telephone Cooperative, Inc.
EIN
74-1207591
Plan number
002
Plan type
2
Location
Raymondville, TX
Latest filing year
2023
Participants
180
End-of-year plan assets
$18,177,554

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023180H, C20241015085508NAL0029068353001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,177,554
Total liabilities (EOY)
$0
Net assets (EOY)
$18,177,554
Net assets (BOY)
$21,305,255

Income & contributions

Employer contributions
$850,000
Total contributions
$850,000
Total income / additions
$2,303,679

Expenses & distributions

Benefits paid
$5,039,455
Administrative expenses
$391,925
Total expenses
$5,431,380
Net increase / (decrease)
-$3,127,701

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hartford Life & AccidentNONE$391,225not reported in the loaded dataset2023

Related Form 5500 pages