2023 Form 5500 filing — Td Consortium Benefits Trust
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 20241015175529NAL0015204675001) for Td Consortium Benefits Trust, reported by Tennessee Dental Association under EIN 62-0419454 and plan number 501. It reports 0 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015175529NAL0015204675001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Tennessee Dental Association
- EIN
- 62-0419454
- Plan number
- 501
- Location
- Franklin, TN
- Participants
- 0
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- $19,998
- Total expenses
- $417,807
- Net increase / (decrease)
- -$397,809
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Concord Management Resources | NONE | $34,157 | not reported in the loaded dataset |
| Withumsmith+Brown Pc | NONE | $23,909 | not reported in the loaded dataset |
| Aetna | NONE | $20,142 | not reported in the loaded dataset |
| Windsor Strategy Partners Inc | NONE | $7,500 | not reported in the loaded dataset |