Holston Medical Assistance And Life Insurance Plan — Form 5500 plan (Holston Defense Corporation)
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, Holston Medical Assistance And Life Insurance Plan is a benefit plan reported by Holston Defense Corporation under EIN 62-0461469 and plan number 503. The latest loaded filing year is 2023. The filing reports 753 participants and $84,854,974 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Holston Defense Corporation
- EIN
- 62-0461469
- Plan number
- 503
- Plan type
- 2
- Location
- Kingsport, TN
- Latest filing year
- 2023
- Participants
- 753
- End-of-year plan assets
- $84,854,974
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 753 | H, C | 20251107122008NAL0000587921001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $84,854,974
- Total liabilities (EOY)
- $855,673
- Net assets (EOY)
- $83,999,301
- Net assets (BOY)
- $81,035,874
Income & contributions
- Participant contributions
- $599,235
- Total contributions
- $599,235
- Total income / additions
- $6,261,996
Expenses & distributions
- Benefits paid
- $2,819,233
- Administrative expenses
- $479,336
- Total expenses
- $3,298,569
- Net increase / (decrease)
- $2,963,427
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Truist Wealth | TRUSTEE | $172,979 | not reported in the loaded dataset | 2023 |
| Bluecross Blueshield Of Tennessee | CONTRACT ADMINISTRATOR | $94,402 | not reported in the loaded dataset | 2023 |
| Cundy, Inc. | ADMINISTRATOR | $58,596 | not reported in the loaded dataset | 2023 |
| Towers Watson | ACTUARY | $36,060 | not reported in the loaded dataset | 2023 |
| Armanino, Llp | AUDITOR | $20,800 | not reported in the loaded dataset | 2023 |
| Wageworks, Inc | OTHER | $18,675 | not reported in the loaded dataset | 2023 |
| Access | INVESTMENT MANAGEMENT | $10,293 | not reported in the loaded dataset | 2023 |
| Franklin Templeton | INVESTMENT MANAGEMENT | $7,585 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Holston Defense Corporation
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Kingsport, TN
- Truist Wealth — Schedule C compensation
- Bluecross Blueshield Of Tennessee — Schedule C compensation
- Cundy, Inc. — Schedule C compensation
- Towers Watson — Schedule C compensation
- Armanino, Llp — Schedule C compensation
- Wageworks, Inc — Schedule C compensation
- Access — Schedule C compensation
- Franklin Templeton — Schedule C compensation