2023 Form 5500 filing — Co-Op Health & Welfare Plan And Trust
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 20250410234923NAL0025291569001) for Co-Op Health & Welfare Plan And Trust, reported by Tennessee Farmers Cooperative under EIN 62-0435104 and plan number 506. It reports 1,692 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410234923NAL0025291569001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Tennessee Farmers Cooperative
- EIN
- 62-0435104
- Plan number
- 506
- Location
- Lavergne, TN
- Participants
- 1,692
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,090,172
- Total liabilities (EOY)
- $2,705,861
- Net assets (EOY)
- $15,384,311
- Employer contributions
- $16,635,403
- Participant contributions
- $6,309,981
- Total income / additions
- $23,744,576
- Benefits paid
- $22,264,377
- Administrative expenses
- $1,052,065
- Total expenses
- $23,316,442
- Net increase / (decrease)
- $428,134
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bluecross Blueshield Of Tennessee | CONTRACT ADMINISTRATOR | $950,312 | $134,815 |
| Healthequity | CLAIMS PROCESSOR | $23,468 | not reported in the loaded dataset |
| Weaver C Barksdale & Associates Inc | INVESTMENT MANAGER | $7,184 | not reported in the loaded dataset |
| Regions Bank | CUSTODIAN | $2,456 | $107 |