2023 Form 5500 filing — Mid-South Carpenters Regional Council Health & Welfare 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 20241010145700NAL0040562930001) for Mid-South Carpenters Regional Council Health & Welfare Fund, reported by Trustees - Mid-South Carpenters Regional Council H&W Fund under EIN 52-6279969 and plan number 501. It reports 2,527 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010145700NAL0040562930001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees - Mid-South Carpenters Regional Council H&W Fund
- EIN
- 52-6279969
- Plan number
- 501
- Location
- Goodlettsville, TN
- Participants
- 2,527
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,720,143
- Total liabilities (EOY)
- $14,498,578
- Net assets (EOY)
- $42,221,565
- Employer contributions
- $29,341,111
- Participant contributions
- $363,536
- Total income / additions
- $33,165,370
- Benefits paid
- $19,887,619
- Administrative expenses
- $2,332,225
- Total expenses
- $22,219,844
- Net increase / (decrease)
- $10,945,526
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield | NONE | $1,347,069 | $0 |
| Blue Cross Blue Shield | NONE | $734,832 | $0 |
| Southern Benefit Administrators Inc | NONE | $648,295 | not reported in the loaded dataset |
| Southern Benefit Administrators Inc | NONE | $381,733 | not reported in the loaded dataset |
| Needles & Associates, LLC | NONE | $62,558 | not reported in the loaded dataset |
| Needles & Associates, LLC | NONE | $43,319 | not reported in the loaded dataset |
| Investment Performance Services LLC | NONE | $18,750 | not reported in the loaded dataset |
| Investment Performance Services LLC | NONE | $10,000 | not reported in the loaded dataset |
| Osborn Carreiro & Assoc | NONE | $6,009 | not reported in the loaded dataset |