2023 Form 5500 filing — State Volunteer Mutual Insurance Company Retirement 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 20241007154357NAL0015442945001) for State Volunteer Mutual Insurance Company Retirement Plan, reported by State Volunteer Mutual Insurance Co under EIN 62-0965320 and plan number 001. It reports 206 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007154357NAL0015442945001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- State Volunteer Mutual Insurance Co
- EIN
- 62-0965320
- Plan number
- 001
- Location
- Brentwood, TN
- Participants
- 206
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,943,463
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,943,463
- Total income / additions
- $7,210,876
- Benefits paid
- $1,168,321
- Administrative expenses
- $31,125
- Total expenses
- $1,199,446
- Net increase / (decrease)
- $6,011,430
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners, LLC | NONE | $25,750 | not reported in the loaded dataset |
| Jlm Actuarial, LLC | NONE | $5,375 | not reported in the loaded dataset |
| Charles Schwab & Co.,Inc. | NONE | $0 | $0 |