2023 Form 5500 filing — Southeastern Carpenters And Millwrights Health Plan
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 20241012234506NAL0024183729001) for Southeastern Carpenters And Millwrights Health Plan, reported by Jt Bd Of Trustees Of Southeastern Carp & Millwrights Health Plan under EIN 58-6066597 and plan number 501. It reports 2,176 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012234506NAL0024183729001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Jt Bd Of Trustees Of Southeastern Carp & Millwrights Health Plan
- EIN
- 58-6066597
- Plan number
- 501
- Location
- Goodlettsville, TN
- Participants
- 2,176
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,813,542
- Total liabilities (EOY)
- $4,464,955
- Net assets (EOY)
- $19,348,587
- Employer contributions
- $20,899,827
- Participant contributions
- $303,465
- Total income / additions
- $23,447,478
- Benefits paid
- $24,098,807
- Administrative expenses
- $1,783,271
- Total expenses
- $25,882,078
- Net increase / (decrease)
- -$2,434,600
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Blue Cross Blue Shield Of Va | NONE | $860,308 | not reported in the loaded dataset |
| Southern Benefit Administrators Inc | NONE | $633,000 | not reported in the loaded dataset |
| Atlanta Capital Management | NONE | $52,583 | not reported in the loaded dataset |
| Arnall Golden Gregory Llp | NONE | $33,660 | not reported in the loaded dataset |
| Daniels, Irwin & Aylor | NONE | $31,925 | not reported in the loaded dataset |
| Empathia, Inc. | NONE | $26,959 | not reported in the loaded dataset |
| The Segal Company | NONE | $16,508 | not reported in the loaded dataset |
| Newtek Technology Solutions | NONE | $10,470 | not reported in the loaded dataset |
| Truist Bank | NONE | $8,796 | not reported in the loaded dataset |
| United Actuarial Services, Inc. | NONE | $5,675 | not reported in the loaded dataset |
| The Wagner Law Group | NONE | $1,624 | not reported in the loaded dataset |
| Money Market And Mutual Fund | NONE | $0 | $0 |