Tidewater Electrical Industry Health Fund — Form 5500 plan (Tidewater Electrical Industry Health Fund)
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, Tidewater Electrical Industry Health Fund is a benefit plan reported by Tidewater Electrical Industry Health Fund under EIN 54-6052370 and plan number 501. The latest loaded filing year is 2023. The filing reports 472 participants and $5,059,888 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tidewater Electrical Industry Health Fund
- EIN
- 54-6052370
- Plan number
- 501
- Plan type
- 1
- Location
- Norfolk, VA
- Latest filing year
- 2023
- Participants
- 472
- End-of-year plan assets
- $5,059,888
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 472 | H, C | 20241012211506NAL0040827376001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,059,888
- Total liabilities (EOY)
- $726,400
- Net assets (EOY)
- $4,333,488
- Net assets (BOY)
- $4,146,239
Income & contributions
- Employer contributions
- $4,887,859
- Participant contributions
- $316,819
- Total contributions
- $5,204,678
- Total income / additions
- $5,901,561
Expenses & distributions
- Benefits paid
- $5,277,501
- Administrative expenses
- $436,811
- Total expenses
- $5,714,312
- Net increase / (decrease)
- $187,249
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem | NONE | $214,564 | $0 | 2023 |
| Southern Benefit Administrators | NONE | $140,448 | not reported in the loaded dataset | 2023 |
| Stranch, Jennings & Garvey Pllc | NONE | $18,628 | not reported in the loaded dataset | 2023 |
| Daniels, Irwin & Aylor | NONE | $16,075 | not reported in the loaded dataset | 2023 |
| Wilbanks, Smith & Thomas Asset Mgmt | NONE | $9,593 | not reported in the loaded dataset | 2023 |
| Mutual And Exchange Traded Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tidewater Electrical Industry Health Fund
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Norfolk, VA
- Anthem — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Stranch, Jennings & Garvey Pllc — Schedule C compensation
- Daniels, Irwin & Aylor — Schedule C compensation
- Wilbanks, Smith & Thomas Asset Mgmt — Schedule C compensation
- Mutual And Exchange Traded Funds — Schedule C compensation