2023 Form 5500 filing — Knoxville Tva Employees Credit Union Defined Benefit 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 20241011130312NAL0010939315001) for Knoxville Tva Employees Credit Union Defined Benefit Plan, reported by Knoxville Tva Ees Credit Union under EIN 62-0263105 and plan number 002. It reports 497 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)$38.1MReported net assets$38,081,017
Participants497
Provider compensation$142.9K1 Schedule C row(s)$142,916
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011130312NAL0010939315001
- Plan sponsor
- Knoxville Tva Ees Credit Union
- EIN
- 62-0263105
- Plan number
- 002
- Location
- Knoxville, TN
- Received date
- not reported in the loaded dataset
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)$38.1M total assets
Net assets$38.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $38,081,017
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,081,017
- Employer contributions
- $2,000,000
- Total income / additions
- $5,808,011
- Benefits paid
- $1,723,120
- Administrative expenses
- $142,916
- Total expenses
- $1,866,036
- Net increase / (decrease)
- $3,941,975
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $142,916 | $0 |