Bluefield, 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, Bluefield, VA has 11 loaded benefit plan(s) reported by 8 plan sponsor(s), with $89,049,467 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
11
Plan sponsors
8
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$89,049,467
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$89,049,467

Contributions & income

Employer contributions
$5,805,313
Participant contributions
$4,614,186
Total income / additions
$23,632,992

Expenses & distributions

Benefits paid / distributions
$15,370,647
Total expenses
$15,863,038
Net increase / (decrease)
$7,769,954

Coverage

Total reported participants
3,609
Plans with financial statements
6
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bluefield, 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 Bluefield, VA
PlanSponsorReported assets (EOY)Year
First Community Bankshares, Inc. Employee Stock Ownership And Savings PlanFirst Community Bankshares, Inc.$74,475,1802023
Classic Coal Sales, Inc. 401(K) PlanClassic Coal Sales, Inc.$8,108,0732023
Chopra Plastic Surgery, P. C. 401k Profit SharingSurrinder K. Chopra, M.D.$4,237,8982023
Charlatte America 401(K) PlanCharlatte America$1,198,3162023
First Community Bankshares, Inc Medical & Dental Care PlanFirst Community Bankshares, Inc.$690,9722023
Pk Fitness Inc. 401(K) PlanPk Fitness Inc.$339,0282023
C&A Coal Company, Inc. Health PlanC&A Coal Company, Inc.not reported in the loaded dataset2023
First Community Bankshares, Inc. Life, Accidental Dismemberment & Long Term Disability PlanFirst Community Bankshares, Inc.not reported in the loaded dataset2023
Amr-Pemco, Inc. Health & Welfare Benefit PlanAmr-Pemco, Inc.not reported in the loaded dataset2023
First Community Bankshares, Inc. Flexible BenefitsFirst Community Bankshares, Inc.not reported in the loaded dataset2023
Bluefield College Life, Ad&D And Ltd PlanBluefield Collegenot reported in the loaded dataset2023

Related Form 5500 pages