Tennessee Valley Painters Health Fund — Form 5500 plan (Tennessee Valley Painters 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 Painters Health Fund is a benefit plan reported by Tennessee Valley Painters Health Fund under EIN 62-1027024 and plan number 501. The latest loaded filing year is 2023. The filing reports 375 participants and $9,773,852 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tennessee Valley Painters Health Fund
- EIN
- 62-1027024
- Plan number
- 501
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 375
- End-of-year plan assets
- $9,773,852
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 375 | H, C | 20250217163008NAL0001946337001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,773,852
- Total liabilities (EOY)
- $338,879
- Net assets (EOY)
- $9,434,973
- Net assets (BOY)
- $8,027,234
Income & contributions
- Employer contributions
- $3,546,456
- Participant contributions
- $29,787
- Total contributions
- $3,576,243
- Total income / additions
- $4,085,570
Expenses & distributions
- Benefits paid
- $2,231,130
- Administrative expenses
- $446,701
- Total expenses
- $2,677,831
- Net increase / (decrease)
- $1,407,739
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bluecross Blueshield Of Tn | NONE | $241,342 | not reported in the loaded dataset | 2023 |
| Southern Benefit Administrators | NONE | $117,000 | not reported in the loaded dataset | 2023 |
| Highland Capital Management | NONE | $23,620 | not reported in the loaded dataset | 2023 |
| Daniels, Irwin & Aylor | NONE | $15,550 | not reported in the loaded dataset | 2023 |
| Branstetter, Stranch & Jennings | NONE | $15,193 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc. | NONE | $6,000 | not reported in the loaded dataset | 2023 |
| Money Market Fund | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tennessee Valley Painters 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
- Highland Capital Management — Schedule C compensation
- Daniels, Irwin & Aylor — Schedule C compensation
- Branstetter, Stranch & Jennings — Schedule C compensation
- United Actuarial Services, Inc. — Schedule C compensation
- Money Market Fund — Schedule C compensation