Montana Rail Link Retiree Benefit Plan — Form 5500 plan (Montana Rail Link, 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, Montana Rail Link Retiree Benefit Plan is a benefit plan reported by Montana Rail Link, Inc. under EIN 81-0447040 and plan number 513. The latest loaded filing year is 2023. The filing reports 87 participants and $56,974,828 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Montana Rail Link, Inc.
- EIN
- 81-0447040
- Plan number
- 513
- Plan type
- 2
- Location
- Missoula, MT
- Latest filing year
- 2023
- Participants
- 87
- End-of-year plan assets
- $56,974,828
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 87 | I | 20241011154747NAL0022258993004 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $56,974,828
- Total liabilities (EOY)
- $27,649
- Net assets (EOY)
- $56,947,179
- Net assets (BOY)
- $48,408,974
Income & contributions
- Employer contributions
- $2,770,983
- Participant contributions
- $197,852
- Total income / additions
- $9,679,482
Expenses & distributions
- Benefits paid
- $949,370
- Administrative expenses
- $191,907
- Total expenses
- $1,141,277
- Net increase / (decrease)
- $8,538,205
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.