Bedford, VA 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, Bedford, VA has 7 loaded benefit plan(s) reported by 7 plan sponsor(s), with $23,530,051 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
7
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$23,530,051
Total reported liabilities (EOY)
$4,267,562
Total reported net assets (EOY)
$19,262,489

Contributions & income

Employer contributions
$28,698,233
Participant contributions
$13,414,307
Total income / additions
$43,694,014

Expenses & distributions

Benefits paid / distributions
$39,954,576
Total expenses
$44,664,206
Net increase / (decrease)
-$970,192

Coverage

Total reported participants
3,747
Plans with financial statements
5
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bedford, VA 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

Largest loaded plans in Bedford, VA
PlanSponsorReported assets (EOY)Year
Virginia Private Colleges Benefits Consortium, Inc. Health PlanVirginia Private Colleges Benefits Consortium, Inc.$21,108,9132023
Bedford Cooperative 401(K) PlanBedford Cooperative, Inc.$2,293,8862023
Clements Detailing Investment PlanClements Detailing Co$122,9872023
The Dominion Car Company Profit Sharing PlanThe Dominion Car Company$4,2652023
Sucasa Inc 401k PlanSucasa, Inc.$02023
Bankw Staffing, LLC Health And Welfare Benefits PlanBankw Staffing, LLCnot reported in the loaded dataset2023
Group Life Insurance Group Dependent Life Insurance Group Ad&D InsuranceBedford Weaving, Inc.not reported in the loaded dataset2023

Related Form 5500 pages