2023 Form 5500 filing — Home Federal Bank Of Tennessee Medical Insurance Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240919155310NAL0006164689001) for Home Federal Bank Of Tennessee Medical Insurance Plan, reported by Home Federal Bank Of Tennessee under EIN 62-0239150 and plan number 503. It reports 288 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$943.3KReported net assets$943,305
Participants288
Provider compensation$199.5K1 Schedule C row(s)$199,540
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240919155310NAL0006164689001
Plan sponsor
Home Federal Bank Of Tennessee
EIN
62-0239150
Plan number
503
Location
Knoxville, TN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.1M total assets
Net assets$943.3KLiabilities$180K
Money in vs. money out
Total income / additions$3.4M
Total expenses$3.4M
Benefits paid / distributions$3.2M
Contributions
Employer$2M
Participant$1.4M
Full reported line items
Total assets (EOY)
$1,123,263
Total liabilities (EOY)
$179,958
Net assets (EOY)
$943,305
Employer contributions
$1,963,000
Participant contributions
$1,358,590
Total income / additions
$3,367,602
Benefits paid
$3,233,595
Administrative expenses
$161,829
Total expenses
$3,395,424
Net increase / (decrease)
-$27,822
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $165.7K · Indirect $33.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240919155310NAL0006164689001 cover?
It is the 2023 Form 5500 filing for Home Federal Bank Of Tennessee Medical Insurance Plan, reported by Home Federal Bank Of Tennessee (EIN 62-0239150).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages