Back to filter
Original filing (PDF)20240723085635NAL0023864722001
TENNESSEE BAR ASSOCIATION
Form 5500
FILING_RECEIVED
TENNESSEE BAR BENEFIT TRUST
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
272
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
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 TENNESSEE BAR ASSOCIATION.
Plan sponsor
Name
TENNESSEE BAR ASSOCIATION
EIN
62-0514943
Address
221 4TH AVE N · NASHVILLE, TN · 372192127
Phone
(615) 383-7421
Industry
Finance & Insurancesee all
Plan administrator
Name
TENNESSEE BAR BENEFIT TRUST
EIN
84-6620557
City
CHATTANOOGA, TN
Phone
(800) 347-1109
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-23
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
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
Similar-size Finance & Insurance plans
DENTAL BENEFIT CONSULTANTS, INC. CHRISTINE L. CULP, DDS
DENTAL BENEFIT CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$0
CATALYST INVESTMENTS, LLC
CATALYST INVESTMENTS, LLC 401(K)
$0
PAIGE RENSE NOLAND 2008 MARITAL TRUST
PAIGE RENSE NOLAND 2008 MARITAL TRUST RETIREMENT PLAN
$0
STROKE LLC DBA ETA GROUP
ETA GROUP 401(K) PLAN
$0
JARRETT-BRUSH INSURANCE AGENCY, INC.
BRUSH INSURANCE AGENCY 401(K) PLAN
$0
BENEFIT DESIGN SERVICES CORPORATION
BDS CORP 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