Electrical Medical Trust — Form 5500 plan (Board Of Trustees Of The Electrical Medical 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, Electrical Medical Trust is a benefit plan reported by Board Of Trustees Of The Electrical Medical Trust under EIN 74-1621269 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,776 participants and $29,664,767 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Electrical Medical Trust
- EIN
- 74-1621269
- Plan number
- 501
- Plan type
- 1
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 1,776
- End-of-year plan assets
- $29,664,767
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,776 | H, C | 20241015115355NAL0014538131001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,664,767
- Total liabilities (EOY)
- $2,388,149
- Net assets (EOY)
- $27,276,618
- Net assets (BOY)
- $19,202,331
Income & contributions
- Employer contributions
- $24,812,874
- Participant contributions
- $1,599,671
- Total contributions
- $29,109,509
- Total income / additions
- $31,430,845
Expenses & distributions
- Benefits paid
- $23,025,661
- Administrative expenses
- $330,897
- Total expenses
- $23,356,558
- Net increase / (decrease)
- $8,074,287
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aetna Life Insurance Company | CONTRACT ADMIN | $677,114 | not reported in the loaded dataset | 2023 |
| Navitus | PBM | $173,042 | not reported in the loaded dataset | 2023 |
| Benefit Resources, Inc. | ADMINISTRATOR | $150,000 | not reported in the loaded dataset | 2023 |
| Healthlinx | RX-CONSULTING | $60,500 | not reported in the loaded dataset | 2023 |
| The Segal Company | CONSULTANT | $56,171 | not reported in the loaded dataset | 2023 |
| Southeast Chapter Of Neca | RECORD KEEPER | $26,205 | not reported in the loaded dataset | 2023 |
| Edwards And Leathers, P.C. | AUDITOR | $22,957 | not reported in the loaded dataset | 2023 |
| Patrick Flynn | ATTORNEY | $14,418 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Electrical Medical Trust
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Aetna Life Insurance Company — Schedule C compensation
- Navitus — Schedule C compensation
- Benefit Resources, Inc. — Schedule C compensation
- Healthlinx — Schedule C compensation
- The Segal Company — Schedule C compensation
- Southeast Chapter Of Neca — Schedule C compensation
- Edwards And Leathers, P.C. — Schedule C compensation
- Patrick Flynn — Schedule C compensation