Md Helicopters, LLC Voluntary Investment Plan — Form 5500 plan (Md Helicopters, LLC)

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, Md Helicopters, LLC Voluntary Investment Plan is a benefit plan reported by Md Helicopters, LLC under EIN 88-2943609 and plan number 001. The latest loaded filing year is 2023. The filing reports 408 participants and $27,000,293 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Md Helicopters, LLC
EIN
88-2943609
Plan number
001
Plan type
2
Location
Mesa, AZ
Latest filing year
2023
Participants
408
End-of-year plan assets
$27,000,293

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023408H, C20240829174538NAL0013815393001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,000,293
Total liabilities (EOY)
$0
Net assets (EOY)
$27,000,293
Net assets (BOY)
$23,148,408

Income & contributions

Employer contributions
$638,381
Participant contributions
$1,483,440
Total contributions
$2,216,278
Total income / additions
$6,421,127

Expenses & distributions

Benefits paid
$2,535,233
Administrative expenses
$34,009
Total expenses
$2,569,242
Net increase / (decrease)
$3,851,885

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$34,009$1,0542023

Related Form 5500 pages