Back to filter
Original filing (PDF)20230508101313NAL0015472067001
CLIMB WORKS
Form 5500
FILING_RECEIVED
CLIMB WORKS WELFARE BENEFIT PLAN
Health & welfare plan
Active participants
38
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CLIMB WORKS.
Plan sponsor
Name
CLIMB WORKS
EIN
32-0260989
Address
155 BRANAM HOLLOW ROAD · GATLINBURG, TN · 37738
Phone
(475) 289-1409
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2022
Plan year begin
2022-02-01
Tax period
2023-01-31
Filed
2023-05-08
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4Q · Other
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC. | 41-1289245 | — | CLAIMS | $38K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using UNITED HEALTHCARE SERVICES, INC.
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY HEALTH
MOTION PICTURE INDUSTRY HEALTH PLAN
$1.0B · 53,849 participants
ALLETE, INC.
ALLETE AND AFFILIATED COMPANIES WELFARE BENEFITS PLAN
$178.8M · 1,183 participants
BOARD OF TRUSTEES, TEAMSTERS LOCAL 251 HEALTH
TEAMSTERS LOCAL 251 HEALTH SERVICES AND INSURANCE PLAN
$174.8M · 3,091 participants
BOARD OF TRUSTEES, NEW JERSEY BLDG STATEWIDE WELFARE FD
NEW JERSEY BUILDING LABORERS STATEWIDE WELFARE FUND
$124.6M · 1,749 participants
ACCENTURE LLP
ACCENTURE UNITED STATES BENEFIT TRUST
$122.9M
GENENTECH, INC.
U.S. ROCHE HEALTH AND WELFARE BENEFITS VEBA PLAN
$105.4M · 21,441 participants
Similar-size Arts, Entertainment, Recreation plans
AULT HEALTH COACHING, LLC.
AULT HEALTH COACHING, LLC. SOCA BENEFIT PLAN
$0
PICKERINGTON ATA, LLP
PICKERINGTON ATA, LLP SOCA BENEFIT PLAN
$0
PAYSON GOLF & COUNTRY CLUB LLC
PAYSON GOLF & COUNTRY CLUB LLC 401K PS PLAN
$0
FIGURELLA NEWTON LLC
FIGURELLA 401(K) RETIREMENT PLAN
$0 · 4 participants
SCHWEITZER MOUNTAIN, LLC
SCHWEITZER MOUNTAIN, LLC 401(K) PLAN
$0
ETS MOORHEAD
ETS MOORHEAD 401(K) PLAN
$0
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B