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Original filing (PDF)20251007103218NAL0011060930001
THE MIDSTREAM COMPANY LLC
Form 5500
FILING_RECEIVED
EQUITRANS MIDSTREAM CORPORATION COMPREHENSIVE WELFARE PLAN FOR RETIREES
Health & welfare plan
Signals · 1
100% in single holding
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
90
Knocking points off
- Top holding "Fidelity Fidelity Government Port Ins" is 100% of plan.
- No active participants reported but plan still holds assets.
Helping the score
- Below-peer total fees (18 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE MIDSTREAM COMPANY LLC.
Plan sponsor
Name
THE MIDSTREAM COMPANY LLC
EIN
99-1816354
Address
625 LIBERTY AVENUE · SUITE 1700 · PITTSBURGH, PA · 15222
Phone
(412) 553-5867
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
SCHNEIDER DOWNS & CO., INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTrustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PNC BANK | 22-1146430 | — | TRUSTEE | $12K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON DELAWARE INC | 53-0181291 | — | ACTURAY | $5K | — |
Investments
1 direct security· $9.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Government Port Ins | — | — | $9.2M | $9.2M | 99.6% |
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