Plan5500

2023 Form 5500 filing — Southeastern Ironworkers Health Care 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 20250220111607NAL0004162083003) for Southeastern Ironworkers Health Care Plan, reported by Board Of Trustees Southeastern Ironworker Health Care Plan under EIN 63-0334002 and plan number 501. It reports 2,386 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250220111607NAL0004162083003
Filing year
2023
Form type
1
Plan sponsor
Board Of Trustees Southeastern Ironworker Health Care Plan
EIN
63-0334002
Plan number
501
Location
Goodlettsville, TN
Participants
2,386
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$44,183,640
Total liabilities (EOY)
$32,838,874
Net assets (EOY)
$11,344,766
Employer contributions
$32,667,840
Participant contributions
$668,791
Total income / additions
$37,085,273
Benefits paid
$32,774,917
Administrative expenses
$1,947,243
Total expenses
$34,722,160
Net increase / (decrease)
$2,363,113
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Anthem Blue Cross Blue ShieldCONTRACT ADMINIST$972,848not reported in the loaded dataset
Southern Benefit AdministratorsCONTRACT ADMINIST$695,712not reported in the loaded dataset
Morgan StanleyINVESTMENT ADVISORY$104,980$0
Steven D. Eisenberg Cpa, P,.AAUDITOR$51,956not reported in the loaded dataset
Venable Law Firm, P.A.ATTORNEY$36,364not reported in the loaded dataset
Bha ConsultingCONSULTANT$6,500not reported in the loaded dataset

Related Form 5500 pages