2023 Form 5500 filing — Tennessee Valley Painters Health Fund

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 20250217163008NAL0001946337001) for Tennessee Valley Painters Health Fund, reported by Tennessee Valley Painters Health Fund under EIN 62-1027024 and plan number 501. It reports 375 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250217163008NAL0001946337001
Filing year
2023
Form type
1
Plan sponsor
Tennessee Valley Painters Health Fund
EIN
62-1027024
Plan number
501
Location
Goodlettsville, TN
Participants
375
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$9,773,852
Total liabilities (EOY)
$338,879
Net assets (EOY)
$9,434,973
Employer contributions
$3,546,456
Participant contributions
$29,787
Total income / additions
$4,085,570
Benefits paid
$2,231,130
Administrative expenses
$446,701
Total expenses
$2,677,831
Net increase / (decrease)
$1,407,739
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Bluecross Blueshield Of TnNONE$241,342not reported in the loaded dataset
Southern Benefit AdministratorsNONE$117,000not reported in the loaded dataset
Highland Capital ManagementNONE$23,620not reported in the loaded dataset
Daniels, Irwin & AylorNONE$15,550not reported in the loaded dataset
Branstetter, Stranch & JenningsNONE$15,193not reported in the loaded dataset
United Actuarial Services, Inc.NONE$6,000not reported in the loaded dataset
Money Market FundNONE$0$0

Related Form 5500 pages