2023 Form 5500 filing — Tri-State Labor Education And Development Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240904082557NAL0009659315001) for Tri-State Labor Education And Development Fund, reported by Tri-State Labor Education And Development Fund under EIN 61-6204343 and plan number 501. It reports 3,240 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904082557NAL0009659315001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Tri-State Labor Education And Development Fund
- EIN
- 61-6204343
- Plan number
- 501
- Location
- Ashland, KY
- Participants
- 3,240
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,661,137
- Net assets (EOY)
- $1,661,137
- Employer contributions
- $511,796
- Total income / additions
- $554,122
- Benefits paid
- $196,635
- Administrative expenses
- $373,468
- Total expenses
- $570,103
- Net increase / (decrease)
- -$15,981
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Harris, Hardin & Company, A.C. | NONE | $9,420 | not reported in the loaded dataset |
| Franklin Collins | NONE | $7,000 | not reported in the loaded dataset |
| Cody Nickell | NONE | $5,000 | not reported in the loaded dataset |