2023 Form 5500 filing — Tidewater Electrical Industry Health Fund
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 20241012211506NAL0040827376001) for Tidewater Electrical Industry Health Fund, reported by Tidewater Electrical Industry Health Fund under EIN 54-6052370 and plan number 501. It reports 472 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012211506NAL0040827376001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Tidewater Electrical Industry Health Fund
- EIN
- 54-6052370
- Plan number
- 501
- Location
- Norfolk, VA
- Participants
- 472
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,059,888
- Total liabilities (EOY)
- $726,400
- Net assets (EOY)
- $4,333,488
- Employer contributions
- $4,887,859
- Participant contributions
- $316,819
- Total income / additions
- $5,901,561
- Benefits paid
- $5,277,501
- Administrative expenses
- $436,811
- Total expenses
- $5,714,312
- Net increase / (decrease)
- $187,249
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem | NONE | $214,564 | $0 |
| Southern Benefit Administrators | NONE | $140,448 | not reported in the loaded dataset |
| Stranch, Jennings & Garvey Pllc | NONE | $18,628 | not reported in the loaded dataset |
| Daniels, Irwin & Aylor | NONE | $16,075 | not reported in the loaded dataset |
| Wilbanks, Smith & Thomas Asset Mgmt | NONE | $9,593 | not reported in the loaded dataset |
| Mutual And Exchange Traded Funds | NONE | $0 | $0 |