Harrogate, TN Form 5500 retirement and benefit plan filings
City Form 5500 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, Harrogate, TN has 5 loaded benefit plan(s) reported by 3 plan sponsor(s), with $80,559,716 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 5
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $80,559,716
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $80,559,716
Contributions & income
- Employer contributions
- $3,014,732
- Participant contributions
- $4,215,147
- Total income / additions
- $18,929,831
Expenses & distributions
- Benefits paid / distributions
- $7,152,957
- Total expenses
- $7,331,804
- Net increase / (decrease)
- $11,598,027
Coverage
- Total reported participants
- 2,780
- Plans with financial statements
- 3
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Harrogate, TN plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Lincoln Memorial University Defined Contribution Retirement Plan | Lincoln Memorial University | $64,644,486 | 2023 |
| Commercial Bancgroup, Inc. Retirement Savings Plan | Commercial Bancgroup, Inc. | $15,815,939 | 2023 |
| Tenn-Vir-Tucky Enterprises Inc. Retirement Plan | Tenn-Vir-Tucky Enterprises Inc. | $99,291 | 2023 |
| Lincoln Memorial University Group Health And Life Insurance Plan | Lincoln Memorial University Group | not reported in the loaded dataset | 2023 |
| Commercial Bancgroup Employee Health Care Plan | Commercial Bancgroup Inc | not reported in the loaded dataset | 2023 |
Largest plans in Harrogate → · Harrogate plans by participants → · Harrogate plans with financial data → · Harrogate plans with provider compensation → · $1B+ plans in Harrogate →
Related Form 5500 pages
- All TN Form 5500 filings
- Lincoln Memorial University Defined Contribution Retirement Plan (plan 001)
- Lincoln Memorial University — all reported plans
- Commercial Bancgroup, Inc. Retirement Savings Plan (plan 003)
- Commercial Bancgroup, Inc. — all reported plans
- Tenn-Vir-Tucky Enterprises Inc. Retirement Plan (plan 001)
- Tenn-Vir-Tucky Enterprises Inc. — all reported plans
- Lincoln Memorial University Group Health And Life Insurance Plan (plan 501)
- Commercial Bancgroup Employee Health Care Plan (plan 502)
- Methodology
- Data sources