How big is MTCU's plan?

MTCU's plan reported $6.6M in assets and 29 participants for 2024.

Original filing (PDF)20250708143706NAL0002754387001

MTCU

Name: MTCU — MTCU Defined Benefit Plan and Trust, Form 5500 (2024)
Creator: MTCU
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MTCU Defined Benefit Plan and Trust

Defined-benefit pension plan · MTCU's MTCU Defined Benefit Plan and Trust held $6.6M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

People on this filing

Monica Bowerman signed MTCU's 2024 Form 5500 as plan administrator.

Monica Bowerman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

MTCU's EIN is 75-1100957.

EIN 75-1100957

Plan number 001

Plan year 2024

ACK ID 20250708143706NAL0002754387001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for MTCU from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

MTCU's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MTCU.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

MTCU

EIN

all filings

Address

4717 N MIDKIFF RD · MIDLAND, TX · 79705

Phone

(432) 688-7325

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-08

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

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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