Original filing (PDF)20250523111350NAL0002696979001

MAXUS RETIREES MODIFIED MEDICAL BENEFITS TRUST

Name: MAXUS RETIREES MODIFIED MEDICAL BENEFITS TRUST — RETIREE HEALTH AND WELFARE PLAN OFFERED BY MAXUS RETIREES MODIFIED MEDICAL BENEFITS TRUST, Form 5500 (2024)
Creator: MAXUS RETIREES MODIFIED MEDICAL BENEFITS TRUST

Form 5500-SF

FILING_RECEIVED

RETIREE HEALTH AND WELFARE PLAN OFFERED BY MAXUS RETIREES MODIFIED MEDICAL BENEFITS TRUST

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$523K

Net assets (EOY)

$523K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAXUS RETIREES MODIFIED MEDICAL BENEFITS TRUST.

Plan sponsor

Name

MAXUS RETIREES MODIFIED MEDICAL BENEFITS TRUST

EIN

36-7705138

Address

400 N. ST. PAUL STREET , SUITE 600 · DALLAS, TX · 75201

Phone

(214) 720-1929

Industry

Finance & Insurancesee all

Plan administrator

Name

DENNIS FAULKNER, TRUSTEE

EIN

36-7705138

City

DALLAS, TX

Phone

(214) 720-1929

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-23

Welfare benefit codes

4A · Health (other than dental or vision)

4Q · Other

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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