Plan5500

Chapel Hill, TN 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, Chapel Hill, TN has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $7,751,917 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Chapel Hill

  • 1 loaded plans hold $7.8M in reported assets across 1 sponsors.
  • The largest, United Telephone Company 401(K) Plan, holds 100% of reported Chapel Hill plan assets.
  • Plans cover 171 participants — about 171 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.8MSummed across loaded plans$7,751,917
Total reported assets$7.8M$7,751,917
Total reported participants171
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$7.8M total assets
Net assets$7.8MLiabilities$0
Contributions & income
Employer contributions$321.1K
Participant contributions$714.8K
Total income / additions$2.3M
Expenses & distributions
Benefits paid / distributions$801K
Total expenses$840.4K
Net increase / (decrease)$1.4M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Chapel Hill, TN 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.

Computed from loaded plans

Chapel Hill market comparison

Largest plan share of assets100%United Telephone Company 401(K) Plan
Participants per plan171Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Chapel Hill

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    United Telephone Company 401(K) Plan$7.8M
    United Telephone Company · 2023

Largest plans in Chapel Hill → · Chapel Hill plans by participants → · Chapel Hill plans with financial data → · Chapel Hill plans with provider compensation → · $1B+ plans in Chapel Hill →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Chapel Hill, TN?
1 plan(s) reported by 1 sponsor(s) are loaded for Chapel Hill, TN.

Related Form 5500 pages