Tennessee Valley Operating Engineers Health Fund — Form 5500 plan (Tennessee Valley Operating Engineers Health Fund)
Plain-English plan 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, Tennessee Valley Operating Engineers Health Fund is a benefit plan reported by Tennessee Valley Operating Engineers Health Fund under EIN 23-7153308 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,259 participants and $15,052,373 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tennessee Valley Operating Engineers Health Fund
- EIN
- 23-7153308
- Plan number
- 501
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 1,259
- End-of-year plan assets
- $15,052,373
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,259 | H, C | 20250531130014NAL0005643891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,052,373
- Total liabilities (EOY)
- $2,350,675
- Net assets (EOY)
- $12,701,698
- Net assets (BOY)
- $11,982,704
Income & contributions
- Employer contributions
- $12,305,018
- Participant contributions
- $511,115
- Total contributions
- $12,816,133
- Total income / additions
- $14,031,089
Expenses & distributions
- Benefits paid
- $12,206,338
- Administrative expenses
- $1,105,757
- Total expenses
- $13,312,095
- Net increase / (decrease)
- $718,994
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bluecross Blueshield Of Tn | NONE | $569,975 | not reported in the loaded dataset | 2023 |
| Southern Benefit Administrators | NONE | $387,605 | not reported in the loaded dataset | 2023 |
| Branstetter, Stranch & Jennings | NONE | $40,882 | not reported in the loaded dataset | 2023 |
| Daniels Irwin & Aylor | NONE | $18,350 | not reported in the loaded dataset | 2023 |
| Newtek Technology Solutions | NONE | $12,146 | not reported in the loaded dataset | 2023 |
| Vanguard | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tennessee Valley Operating Engineers Health Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Bluecross Blueshield Of Tn — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Branstetter, Stranch & Jennings — Schedule C compensation
- Daniels Irwin & Aylor — Schedule C compensation
- Newtek Technology Solutions — Schedule C compensation
- Vanguard — Schedule C compensation