Bell & Associates Const L.P. Health & Life Insurance Plan — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Bell & Associates Const L.P. Health & Life Insurance Plan (EIN 62-1712793) is a plan sponsor located in Brentwood, TN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
62-1712793
Location
Brentwood, TN
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$13,441,381
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$13,441,381

Contributions & income

Employer contributions
$617,826
Participant contributions
$1,318,147
Total income / additions
$4,117,403

Expenses & distributions

Benefits paid / distributions
$2,176,705
Total expenses
$2,203,774
Net increase / (decrease)
$1,913,629

Coverage

Total reported participants
569
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Bell & Associates Const L.P. Health & Life Insurance Plan plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Bell & Associates Construction, LLC 401(K) Plan002286$13,441,3812023
Bell & Associates Const L.P. Health & Life Insurance Plan501283not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Bell & Associates Const L.P. Health & Life Insurance Plan
YearPlanParticipantsSchedulesFiling
2023Bell & Associates Const L.P. Health & Life Insurance Plan28320240724144655NAL0007545347005
2023Bell & Associates Construction, LLC 401(K) Plan286H, C20240816090811NAL0007882467001

Related Form 5500 pages