2023 Form 5500 filing — Hrsa-Ila Annuity & Savings 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 20241009124049NAL0032644560003) for Hrsa-Ila Annuity & Savings Plan, reported by Board Of Trustees Of The Hrsa-Ila Annuity & Savings Plan under EIN 54-1839163 and plan number 001. It reports 2,892 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009124049NAL0032644560003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Hrsa-Ila Annuity & Savings Plan
- EIN
- 54-1839163
- Plan number
- 001
- Location
- Norfolk, VA
- Participants
- 2,892
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $214,431,081
- Total liabilities (EOY)
- $307,337
- Net assets (EOY)
- $214,123,744
- Employer contributions
- $11,617,142
- Participant contributions
- $10,462,095
- Total income / additions
- $47,295,118
- Benefits paid
- $13,298,598
- Administrative expenses
- $725,555
- Total expenses
- $14,024,153
- Net increase / (decrease)
- $33,270,965
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hrsa-Ila Fringe Benefit Escrow Fund | RELATED PARTY | $513,713 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $67,456 | not reported in the loaded dataset |
| Towne Insurance | NONE | $59,375 | not reported in the loaded dataset |
| Divaris Property Management LLC | NONE | $29,280 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $28,600 | not reported in the loaded dataset |
| Woods Rogers Vandeventer Black Plc | NONE | $9,615 | not reported in the loaded dataset |
| Electronic Systems | NONE | $7,604 | not reported in the loaded dataset |
| Willig, Willaims & Davidson | NONE | $7,500 | not reported in the loaded dataset |
| Allegra | NONE | $6,121 | not reported in the loaded dataset |