Hrsa-Ila Annuity & Savings Plan — Form 5500 plan (Board Of Trustees Of The Hrsa-Ila Annuity & Savings Plan)
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, Hrsa-Ila Annuity & Savings Plan is a benefit plan reported by Board Of Trustees Of The Hrsa-Ila Annuity & Savings Plan under EIN 54-1839163 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,892 participants and $214,431,081 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Hrsa-Ila Annuity & Savings Plan
- EIN
- 54-1839163
- Plan number
- 001
- Plan type
- 1
- Location
- Norfolk, VA
- Latest filing year
- 2023
- Participants
- 2,892
- End-of-year plan assets
- $214,431,081
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,892 | H, C | 20241009124049NAL0032644560003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $214,431,081
- Total liabilities (EOY)
- $307,337
- Net assets (EOY)
- $214,123,744
- Net assets (BOY)
- $180,852,779
Income & contributions
- Employer contributions
- $11,617,142
- Participant contributions
- $10,462,095
- Total contributions
- $22,442,375
- Total income / additions
- $47,295,118
Expenses & distributions
- Benefits paid
- $13,298,598
- Administrative expenses
- $725,555
- Total expenses
- $14,024,153
- Net increase / (decrease)
- $33,270,965
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hrsa-Ila Fringe Benefit Escrow Fund | RELATED PARTY | $513,713 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $67,456 | not reported in the loaded dataset | 2023 |
| Towne Insurance | NONE | $59,375 | not reported in the loaded dataset | 2023 |
| Divaris Property Management LLC | NONE | $29,280 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $28,600 | not reported in the loaded dataset | 2023 |
| Woods Rogers Vandeventer Black Plc | NONE | $9,615 | not reported in the loaded dataset | 2023 |
| Electronic Systems | NONE | $7,604 | not reported in the loaded dataset | 2023 |
| Willig, Willaims & Davidson | NONE | $7,500 | not reported in the loaded dataset | 2023 |
| Allegra | NONE | $6,121 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Hrsa-Ila Annuity & Savings Plan
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Norfolk, VA
- Hrsa-Ila Fringe Benefit Escrow Fund — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Towne Insurance — Schedule C compensation
- Divaris Property Management LLC — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Woods Rogers Vandeventer Black Plc — Schedule C compensation
- Electronic Systems — Schedule C compensation
- Willig, Willaims & Davidson — Schedule C compensation
- Allegra — Schedule C compensation