Plan5500

Mid-Rivers Telephone Cooperative Employees' Savings Plan And Trust — Form 5500 plan (Mid-Rivers 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, Mid-Rivers Telephone Cooperative Employees' Savings Plan And Trust is a benefit plan reported by Mid-Rivers Telephone Cooperative, Inc. under EIN 81-0239277 and plan number 003. The latest loaded filing year is 2023. The filing reports 135 participants and $34,912,277 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mid-Rivers Telephone Cooperative, Inc.
EIN
81-0239277
Plan number
003
Plan type
2
Location
Circle, MT
Latest filing year
2023
Participants
135
End-of-year plan assets
$34,912,277

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023135H, C20240828143217NAL0006857139001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,912,277
Total liabilities (EOY)
$0
Net assets (EOY)
$34,912,277
Net assets (BOY)
$29,798,421

Income & contributions

Employer contributions
$1,226,368
Participant contributions
$1,033,493
Total contributions
$2,615,237
Total income / additions
$7,524,568

Expenses & distributions

Benefits paid
$2,341,796
Administrative expenses
$68,916
Total expenses
$2,410,712
Net increase / (decrease)
$5,113,856

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$70,115$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages