2023 Form 5500 filing — Southeast Laborers Health 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 20250115151507NAL0044276594001) for Southeast Laborers Health Fund, reported by Southeast Laborers Health Fund under EIN 23-7100845 and plan number 501. It reports 2,620 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250115151507NAL0044276594001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Southeast Laborers Health Fund
- EIN
- 23-7100845
- Plan number
- 501
- Location
- Goodlettsville, TN
- Participants
- 2,620
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,117,879
- Total liabilities (EOY)
- $2,974,025
- Net assets (EOY)
- $50,143,854
- Employer contributions
- $26,385,248
- Participant contributions
- $162,249
- Total income / additions
- $30,895,567
- Benefits paid
- $20,324,809
- Administrative expenses
- $2,358,369
- Total expenses
- $22,683,178
- Net increase / (decrease)
- $8,212,389
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Tn | NONE | $1,234,613 | not reported in the loaded dataset |
| Southern Benefit Administrators | NONE | $733,605 | not reported in the loaded dataset |
| Ubs Financial Services | NONE | $101,636 | $0 |
| Stranch, Jennings And Garvey Pllc | NONE | $30,997 | not reported in the loaded dataset |
| Daniels, Irwin & Aylor | NONE | $19,950 | not reported in the loaded dataset |
| Truist Bank | NONE | $12,502 | not reported in the loaded dataset |
| Newtek Technology Solutions | NONE | $6,336 | not reported in the loaded dataset |
| Money Market And Mutual Funds | NONE | $0 | $0 |