Hrsa-Ila Container Royalty Fund No. 1 — Form 5500 plan (Board Of Trustees Of The Hrsa-Ila Container Royalty Fund No. 1)
Plain-English plan 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, Hrsa-Ila Container Royalty Fund No. 1 is a benefit plan reported by Board Of Trustees Of The Hrsa-Ila Container Royalty Fund No. 1 under EIN 54-0852223 and plan number 502. The latest loaded filing year is 2023. The filing reports 2,107 participants and $46,139,148 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Hrsa-Ila Container Royalty Fund No. 1
- EIN
- 54-0852223
- Plan number
- 502
- Plan type
- 1
- Location
- Norfolk, VA
- Latest filing year
- 2023
- Participants
- 2,107
- End-of-year plan assets
- $46,139,148
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,107 | H, C | 20250715073933NAL0001143539001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,139,148
- Total liabilities (EOY)
- $21,040,278
- Net assets (EOY)
- $25,098,870
- Net assets (BOY)
- $25,070,481
Income & contributions
- Employer contributions
- $25,263,578
- Total contributions
- $33,952,404
- Total income / additions
- $34,797,929
Expenses & distributions
- Benefits paid
- $33,974,251
- Administrative expenses
- $795,289
- Total expenses
- $34,769,540
- Net increase / (decrease)
- $28,389
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hrsa-Ila Fringe Benefit Escrow Fund | RELATED ORGANIZATION | $261,561 | not reported in the loaded dataset | 2023 |
| Basys, LLC | NONE | $95,496 | not reported in the loaded dataset | 2023 |
| Divars Property Management LLC | NONE | $44,721 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $18,505 | not reported in the loaded dataset | 2023 |
| Woods Rogers Vandeventer Black Plc | NONE | $15,962 | not reported in the loaded dataset | 2023 |
| Wells Fargo Bank Na | NONE | $11,278 | not reported in the loaded dataset | 2023 |
| Towne Insurance | NONE | $9,972 | $0 | 2023 |
| Allegra | NONE | $8,861 | not reported in the loaded dataset | 2023 |
| Electronic Systems, Inc. | NONE | $7,809 | not reported in the loaded dataset | 2023 |
| Omni Business Solutions | NONE | $6,364 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Hrsa-Ila Container Royalty Fund No. 1
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Norfolk, VA
- Hrsa-Ila Fringe Benefit Escrow Fund — Schedule C compensation
- Basys, LLC — Schedule C compensation
- Divars Property Management LLC — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Woods Rogers Vandeventer Black Plc — Schedule C compensation
- Wells Fargo Bank Na — Schedule C compensation
- Towne Insurance — Schedule C compensation
- Allegra — Schedule C compensation
- Electronic Systems, Inc. — Schedule C compensation
- Omni Business Solutions — Schedule C compensation