2023 Form 5500 filing — Memphis Construction Benefit 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 20241011223005NAL0012979955001) for Memphis Construction Benefit Fund, reported by Memphis Construction Benefit Fund under EIN 62-0933920 and plan number 501. It reports 275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011223005NAL0012979955001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Memphis Construction Benefit Fund
- EIN
- 62-0933920
- Plan number
- 501
- Location
- Goodlettsville, TN
- Participants
- 275
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,527,923
- Total liabilities (EOY)
- $352,362
- Net assets (EOY)
- $7,175,561
- Employer contributions
- $2,591,686
- Participant contributions
- $127,153
- Total income / additions
- $3,052,288
- Benefits paid
- $2,103,889
- Administrative expenses
- $275,052
- Total expenses
- $2,378,941
- Net increase / (decrease)
- $673,347
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Healthcare | NONE | $107,522 | not reported in the loaded dataset |
| Southern Benefit Administrators | NONE | $89,200 | not reported in the loaded dataset |
| Atlanta Capital Management | NONE | $19,750 | not reported in the loaded dataset |
| Daniels, Irwin & Aylor | NONE | $18,000 | not reported in the loaded dataset |
| Godwin, Morris, Laurenzi & Bloomfie | NONE | $15,666 | not reported in the loaded dataset |