Co-Op Health & Welfare Plan And Trust — Form 5500 plan (Tennessee Farmers Cooperative)
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, Co-Op Health & Welfare Plan And Trust is a benefit plan reported by Tennessee Farmers Cooperative under EIN 62-0435104 and plan number 506. The latest loaded filing year is 2023. The filing reports 1,692 participants and $18,090,172 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tennessee Farmers Cooperative
- EIN
- 62-0435104
- Plan number
- 506
- Plan type
- 3
- Location
- Lavergne, TN
- Latest filing year
- 2023
- Participants
- 1,692
- End-of-year plan assets
- $18,090,172
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,692 | H, C | 20250410234923NAL0025291569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,090,172
- Total liabilities (EOY)
- $2,705,861
- Net assets (EOY)
- $15,384,311
- Net assets (BOY)
- $14,956,177
Income & contributions
- Employer contributions
- $16,635,403
- Participant contributions
- $6,309,981
- Total contributions
- $22,945,384
- Total income / additions
- $23,744,576
Expenses & distributions
- Benefits paid
- $22,264,377
- Administrative expenses
- $1,052,065
- Total expenses
- $23,316,442
- Net increase / (decrease)
- $428,134
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bluecross Blueshield Of Tennessee | CONTRACT ADMINISTRATOR | $950,312 | $134,815 | 2023 |
| Healthequity | CLAIMS PROCESSOR | $23,468 | not reported in the loaded dataset | 2023 |
| Weaver C Barksdale & Associates Inc | INVESTMENT MANAGER | $7,184 | not reported in the loaded dataset | 2023 |
| Regions Bank | CUSTODIAN | $2,456 | $107 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tennessee Farmers Cooperative
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Lavergne, TN
- Bluecross Blueshield Of Tennessee — Schedule C compensation
- Healthequity — Schedule C compensation
- Weaver C Barksdale & Associates Inc — Schedule C compensation
- Regions Bank — Schedule C compensation