Helen Ross Mcnabb Center — 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, Helen Ross Mcnabb Center (EIN 62-0548914) is a plan sponsor located in Knoxville, TN 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
62-0548914
Location
Knoxville, TN
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Helen Ross Mcnabb Center

  • 2 loaded plans hold $69M in reported assets.
  • The largest, Helen Ross Mcnabb Center, Inc., Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 2,345 reported participants.
  • 1 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$69MSummed across loaded plans$68,988,537
Total reported assets$69M$68,988,537
Total reported participants2.3K2,345
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$69M total assets
Net assets$69MLiabilities$0
Contributions & income
Employer contributions$2.3M
Participant contributions$2.8M
Total income / additions$14.5M
Expenses & distributions
Benefits paid / distributions$2.6M
Total expenses$2.7M
Net increase / (decrease)$11.9M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation2 / 2 (100%)

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%Helen Ross Mcnabb Center, Inc., Retirement Plan
Participants per plan1,173Average 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
    Plan #002 · 1,704 participants · 2023
  2. 2
    Helen Ross Mcnabb Center Flexible Benefit Plannot reported in the loaded dataset
    Plan #501 · 641 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Helen Ross Mcnabb Center. Open one for its full reported snapshot.

  1. 2023
    Helen Ross Mcnabb Center, Inc., Retirement Plan1,704 participants · 2Sch HSch C
    View filing →
  2. 2023
    Helen Ross Mcnabb Center Flexible Benefit Plan641 participants · 2Sch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Helen Ross Mcnabb Center report on Form 5500?
Helen Ross Mcnabb Center (EIN 62-0548914) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Helen Ross Mcnabb Center?
The Employer Identification Number (EIN) reported for Helen Ross Mcnabb Center is 62-0548914.
What is the latest Form 5500 filing year for Helen Ross Mcnabb Center?
The latest loaded Form 5500 filing year for Helen Ross Mcnabb Center is 2023.

Related Form 5500 pages