Phillips Infrastructure Hldgs, Inc — 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, Phillips Infrastructure Hldgs, Inc (EIN 82-3206761) 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
82-3206761
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 Phillips Infrastructure Hldgs, Inc

  • 2 loaded plans hold $67.2M in reported assets.
  • The largest, Phillips Infrastructure Holdings, Inc. 401(K) Retirement Savings Plan, holds 98% of this company's reported plan assets.
  • Plans cover 3,237 reported participants.
  • 2 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$66.8MSummed across loaded plans$66,839,416
Total reported assets$67.2M$67,175,033
Total reported participants3.2K3,237
Total reported liabilities$335.6K$335,617

Reported net position

Reported assets = net assets + liabilities (summed)$67.2M total assets
Net assets$66.8MLiabilities$335.6K
Contributions & income
Employer contributions$11.3M
Participant contributions$10.5M
Total income / additions$32.1M
Expenses & distributions
Benefits paid / distributions$18.5M
Total expenses$18.7M
Net increase / (decrease)$13.3M

Data coverage

Plans with financial statements2 / 2 (100%)
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 assets98%Phillips Infrastructure Holdings, Inc. 401(K) Retirement Savings Plan
Participants per plan1,619Average 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
  2. 2
    Plan #501 · 1,409 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Phillips Infrastructure Hldgs, Inc. Open one for its full reported snapshot.

  1. 2023
    Phillips Infrastructure Holdings, Inc. 401(K) Retirement Savings Plan1,828 participants · 2Sch HSch C
    View filing →
  2. 2023
    Phillips Infrastructure Hldgs, Inc. Health Benefit Plan1,409 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Phillips Infrastructure Hldgs, Inc report on Form 5500?
Phillips Infrastructure Hldgs, Inc (EIN 82-3206761) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Phillips Infrastructure Hldgs, Inc?
The Employer Identification Number (EIN) reported for Phillips Infrastructure Hldgs, Inc is 82-3206761.
What is the latest Form 5500 filing year for Phillips Infrastructure Hldgs, Inc?
The latest loaded Form 5500 filing year for Phillips Infrastructure Hldgs, Inc is 2023.

Related Form 5500 pages