2023 Form 5500 filing — Gulf Coast Carpenters And Millwrights Health Trust
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 20241015143602NAL0056706978005) for Gulf Coast Carpenters And Millwrights Health Trust, reported by Trustees Of Gulf Coast Carpenters And Millwrights Health Trust under EIN 74-6075997 and plan number 501. It reports 3,075 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143602NAL0056706978005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Gulf Coast Carpenters And Millwrights Health Trust
- EIN
- 74-6075997
- Plan number
- 501
- Location
- Goodlettsville, TN
- Participants
- 3,075
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $108,584,176
- Total liabilities (EOY)
- $27,533,264
- Net assets (EOY)
- $81,050,912
- Employer contributions
- $35,850,234
- Participant contributions
- $173,055
- Total income / additions
- $42,946,029
- Benefits paid
- $41,081,638
- Administrative expenses
- $1,162,971
- Total expenses
- $42,244,609
- Net increase / (decrease)
- $701,420
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southern Benefit Administrators | NONE | $766,167 | $0 |
| The Youngdahl Law Firm, P.C. | NONE | $113,520 | $0 |
| Calibre Cpa Group | NONE | $60,011 | $0 |
| Scout Investments | NONE | $55,638 | $0 |
| Segal Consulting | NONE | $44,917 | $0 |
| Ziegler Capital Management | NONE | $19,258 | $0 |
| Investment Consulting Services, LLC | NONE | $15,391 | $0 |
| Regions Bank | NONE | $15,297 | $0 |
| Us Bank | NONE | $6,359 | $0 |