2023 Form 5500 filing — Shreveport Electrical 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 20250115131507NAL0012719011001) for Shreveport Electrical Health & Welfare Fund, reported by Shreveport Electrical Health & Welfare Fund under EIN 72-6033767 and plan number 501. It reports 540 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115131507NAL0012719011001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Shreveport Electrical Health & Welfare Fund
- EIN
- 72-6033767
- Plan number
- 501
- Location
- Goodlettsville, TN
- Participants
- 540
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,030,541
- Total liabilities (EOY)
- $845,598
- Net assets (EOY)
- $10,184,943
- Employer contributions
- $7,275,930
- Participant contributions
- $238,217
- Total income / additions
- $8,066,188
- Benefits paid
- $5,382,209
- Administrative expenses
- $454,697
- Total expenses
- $5,836,906
- Net increase / (decrease)
- $2,229,282
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Illinois | NONE | $221,969 | $0 |
| Southern Benefit Administrators | NONE | $160,642 | not reported in the loaded dataset |
| Robein, Urann, Spencer, Picard | NONE | $14,836 | not reported in the loaded dataset |
| Daniels, Irwin & Aylor Cpas | NONE | $12,750 | not reported in the loaded dataset |