Vestavia Hills, AL Form 5500 retirement and benefit plan filings
City Form 5500 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, Vestavia Hills, AL has 21 loaded benefit plan(s) reported by 18 plan sponsor(s), with $1,396,341,033 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 21
- Plan sponsors
- 18
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $1,396,341,033
- Total reported liabilities (EOY)
- $33,938,432
- Total reported net assets (EOY)
- $1,362,402,601
Contributions & income
- Employer contributions
- $4,090,047
- Participant contributions
- $3,332,524
- Total income / additions
- $123,355,706
Expenses & distributions
- Benefits paid / distributions
- $42,591,203
- Total expenses
- $51,422,481
- Net increase / (decrease)
- $71,933,225
Coverage
- Total reported participants
- 11,413
- Plans with financial statements
- 15
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Vestavia Hills, AL plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Vulcan Materials Master Pension Trust Fund | Legacy Vulcan LLC | $681,823,328 | 2023 |
| Vulcan Materials Company Pension Plan | Legacy Vulcan LLC | $507,585,545 | 2023 |
| Cmg Hourly Pension Plan | Legacy Vulcan LLC | $142,308,851 | 2023 |
| Grayson & Associates, P.C. 401(K) Profit Sharing Plan | Grayson & Associates, P.C. | $23,982,189 | 2023 |
| Tacala, LLC 401(K) Retirement Savings Plan | Tacala, LLC | $16,134,409 | 2023 |
| North Alabama Fabricating Company, Inc. | North Alabama Fabricating Company, Inc. | $10,956,891 | 2023 |
| Stonecreek Dental Care 401(K)Plan | Stonecreek Services, LLC | $3,214,086 | 2023 |
| Milo'S Hamburgers 401(K) Plan | Milo'S Restaurant Holdings, LLC | $2,617,427 | 2023 |
| Brookwood Dermatology, Pc Cash Balance Plan | Brookwood Dermatology, Pc | $2,595,102 | 2023 |
| Mgf Healthcare Partners, Inc. Retirement Plan | Mgf Healthcare Partners, Inc. | $1,824,359 | 2023 |
| C. Michael Mead, Md, Pc 401(K) Plan | C. Michael Mead, Md Pc | $1,318,342 | 2023 |
| Mccallum, Hoaglund, & Mccallum, Llp 401(K) Profit Sharing Plan | Mccallum, Hoaglund, & Mccallum, Llp | $852,795 | 2023 |
| Steel City Emergency Vets 401(K) Plan | Lung Rocket Enterprises, LLC | $588,239 | 2023 |
| Homebrew Enterprises, Inc. 401k Profit Sharing Plan | Homebrew Enterprises, Inc. | $373,251 | 2023 |
| Prime Care Solutions Inc. Retirement Plan | Prime Care Solutions Inc. | $166,219 | 2023 |
| Shook & Fletcher Insulation Company Group Life Insurance Plan | Shook & Fletcher Services, LLC | not reported in the loaded dataset | 2023 |
| Capstone On Campus Management Employee Benefits Plan | Capstone On Campus Management | not reported in the loaded dataset | 2023 |
| Landscape Workshop, LLC Welfare Benefit Plan | Landscape Workshop, LLC | not reported in the loaded dataset | 2023 |
| Jemison Demsey LLC Health Care Benefits Plan | Metals Solutions LLC | not reported in the loaded dataset | 2023 |
| Tacala LLC Health And Welfare Benefit Program | Tacala LLC | not reported in the loaded dataset | 2023 |
| Stonecreek Dental Health & Benefits Plan | Stonecreek Services, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Vestavia Hills → · Vestavia Hills plans by participants → · Vestavia Hills plans with financial data → · Vestavia Hills plans with provider compensation → · $1B+ plans in Vestavia Hills →
Related Form 5500 pages
- All AL Form 5500 filings
- Vulcan Materials Master Pension Trust Fund (plan 900)
- Legacy Vulcan LLC — all reported plans
- Vulcan Materials Company Pension Plan (plan 010)
- Cmg Hourly Pension Plan (plan 020)
- Grayson & Associates, P.C. 401(K) Profit Sharing Plan (plan 002)
- Grayson & Associates, P.C. — all reported plans
- Tacala, LLC 401(K) Retirement Savings Plan (plan 001)
- Tacala, LLC — all reported plans
- North Alabama Fabricating Company, Inc. (plan 001)
- North Alabama Fabricating Company, Inc. — all reported plans
- Stonecreek Dental Care 401(K)Plan (plan 001)
- Stonecreek Services, LLC — all reported plans
- Milo'S Hamburgers 401(K) Plan (plan 001)
- Milo'S Restaurant Holdings, LLC — all reported plans
- Brookwood Dermatology, Pc Cash Balance Plan (plan 002)
- Brookwood Dermatology, Pc — all reported plans
- Mgf Healthcare Partners, Inc. Retirement Plan (plan 001)
- Mgf Healthcare Partners, Inc. — all reported plans
- C. Michael Mead, Md, Pc 401(K) Plan (plan 002)
- C. Michael Mead, Md Pc — all reported plans
- Mccallum, Hoaglund, & Mccallum, Llp 401(K) Profit Sharing Plan (plan 001)
- Mccallum, Hoaglund, & Mccallum, Llp — all reported plans
- Steel City Emergency Vets 401(K) Plan (plan 001)
- Lung Rocket Enterprises, LLC — all reported plans
- Homebrew Enterprises, Inc. 401k Profit Sharing Plan (plan 001)
- Homebrew Enterprises, Inc. — all reported plans
- Prime Care Solutions Inc. Retirement Plan (plan 001)
- Prime Care Solutions Inc. — all reported plans
- Methodology
- Data sources