Plan5500

2023 Form 5500 filing — Holston Medical Assistance And Life Insurance 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 20251107122008NAL0000587921001) for Holston Medical Assistance And Life Insurance Plan, reported by Holston Defense Corporation under EIN 62-0461469 and plan number 503. It reports 753 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20251107122008NAL0000587921001
Filing year
2023
Form type
2
Plan sponsor
Holston Defense Corporation
EIN
62-0461469
Plan number
503
Location
Kingsport, TN
Participants
753
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$84,854,974
Total liabilities (EOY)
$855,673
Net assets (EOY)
$83,999,301
Participant contributions
$599,235
Total income / additions
$6,261,996
Benefits paid
$2,819,233
Administrative expenses
$479,336
Total expenses
$3,298,569
Net increase / (decrease)
$2,963,427
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Truist WealthTRUSTEE$172,979not reported in the loaded dataset
Bluecross Blueshield Of TennesseeCONTRACT ADMINISTRATOR$94,402not reported in the loaded dataset
Cundy, Inc.ADMINISTRATOR$58,596not reported in the loaded dataset
Towers WatsonACTUARY$36,060not reported in the loaded dataset
Armanino, LlpAUDITOR$20,800not reported in the loaded dataset
Wageworks, IncOTHER$18,675not reported in the loaded dataset
AccessINVESTMENT MANAGEMENT$10,293not reported in the loaded dataset
Franklin TempletonINVESTMENT MANAGEMENT$7,585not reported in the loaded dataset

Related Form 5500 pages