2023 Form 5500 filing — Southeast Laborers Supplemental Pension 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 20250217121506NAL0001824657001) for Southeast Laborers Supplemental Pension Fund, reported by Board Of Trustees - Southeast Laborers Supplemental Pension Fund under EIN 30-0625287 and plan number 001. It reports 18,602 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250217121506NAL0001824657001
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees - Southeast Laborers Supplemental Pension Fund
EIN
30-0625287
Plan number
001
Location
Goodlettsville, TN
Participants
18,602
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$42,022,857
Total liabilities (EOY)
$5,163
Net assets (EOY)
$42,017,694
Employer contributions
$4,856,125
Total income / additions
$7,670,158
Benefits paid
$913,511
Administrative expenses
$205,265
Total expenses
$1,118,776
Net increase / (decrease)
$6,551,382
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Southern Benefit AdministratorsNONE$87,943not reported in the loaded dataset
Ubs Financial ServicesNONE$38,907$0
Daniels Irwin & AylorNONE$14,800not reported in the loaded dataset
Stranch, Jennings & GarveyNONE$3,260not reported in the loaded dataset
Money Market & Mutual FundsNONE$0$0

Related Form 5500 pages