Plan5500

Tervis Tumbler Company — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Tervis Tumbler Company (EIN 59-1214892) is a plan sponsor located in North Venice, FL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
59-1214892
Location
North Venice, FL
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$15.4MSummed across loaded plans$15,426,482
Total reported assets$15.4M$15,426,482
Total reported participants678
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$15.4M total assets
Net assets$15.4MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$674K
Total income / additions$3M
Expenses & distributions
Benefits paid / distributions$3.8M
Total expenses$3.9M
Net increase / (decrease)-$832.3K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Tervis Tumbler Company 401(K) Plan
Participants per plan339Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Tervis Tumbler Company 401(K) Plan$15.4M
    Plan #001 · 464 participants · 2023
  2. 2
    Tervis Tumbler Company Welfare Benefits Plannot reported in the loaded dataset
    Plan #501 · 214 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Tervis Tumbler Company
YearPlanParticipantsSchedulesFiling
2023Tervis Tumbler Company Welfare Benefits Plan214—20240801085103NAL0050912306001
2023Tervis Tumbler Company 401(K) Plan464H, C20250519144827NAL0000821571001

Related Form 5500 pages