2023 Form 5500 filing — State Volunteer Mutual Insurance Company Thrift Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241007140406NAL0027641440002) for State Volunteer Mutual Insurance Company Thrift Plan, reported by State Volunteer Mutual Insurance Company under EIN 62-0965320 and plan number 002. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007140406NAL0027641440002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- State Volunteer Mutual Insurance Company
- EIN
- 62-0965320
- Plan number
- 002
- Location
- Brentwood, TN
- Participants
- 162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $52,926,181
- Net assets (EOY)
- $52,926,181
- Employer contributions
- $1,076,381
- Participant contributions
- $1,553,951
- Total income / additions
- $11,339,925
- Benefits paid
- $393,195
- Administrative expenses
- $11,323
- Total expenses
- $404,518
- Net increase / (decrease)
- $10,935,407
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners, LLC | NONE | $9,013 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $61 | $0 |
| Charles Schwab Trust Bank | NONE | $0 | $0 |