2023 Form 5500 filing — Tennessee Valley Operating Engineers 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 20250531130014NAL0005643891001) for Tennessee Valley Operating Engineers Health Fund, reported by Tennessee Valley Operating Engineers Health Fund under EIN 23-7153308 and plan number 501. It reports 1,259 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250531130014NAL0005643891001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Tennessee Valley Operating Engineers Health Fund
- EIN
- 23-7153308
- Plan number
- 501
- Location
- Goodlettsville, TN
- Participants
- 1,259
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,052,373
- Total liabilities (EOY)
- $2,350,675
- Net assets (EOY)
- $12,701,698
- Employer contributions
- $12,305,018
- Participant contributions
- $511,115
- Total income / additions
- $14,031,089
- Benefits paid
- $12,206,338
- Administrative expenses
- $1,105,757
- Total expenses
- $13,312,095
- Net increase / (decrease)
- $718,994
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bluecross Blueshield Of Tn | NONE | $569,975 | not reported in the loaded dataset |
| Southern Benefit Administrators | NONE | $387,605 | not reported in the loaded dataset |
| Branstetter, Stranch & Jennings | NONE | $40,882 | not reported in the loaded dataset |
| Daniels Irwin & Aylor | NONE | $18,350 | not reported in the loaded dataset |
| Newtek Technology Solutions | NONE | $12,146 | not reported in the loaded dataset |
| Vanguard | NONE | $0 | $0 |