2023 Form 5500 filing — Southeast Laborers Training And Apprenticeship 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 20250519092938NAL0002409922001) for Southeast Laborers Training And Apprenticeship Fund, reported by Southeast Laborers Training And Apprenticeship Fund under EIN 58-6112929 and plan number 501. It reports 4,183 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250519092938NAL0002409922001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Southeast Laborers Training And Apprenticeship Fund
- EIN
- 58-6112929
- Plan number
- 501
- Location
- Nashville, TN
- Participants
- 4,183
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,205,830
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,205,830
- Employer contributions
- $3,117,151
- Total income / additions
- $4,187,945
- Benefits paid
- $653,143
- Administrative expenses
- $2,678,299
- Total expenses
- $3,331,442
- Net increase / (decrease)
- $856,503
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| April Thomas | EMPLOYEE | $152,323 | not reported in the loaded dataset |
| Randall E Rickman | EMPLOYEE | $85,939 | not reported in the loaded dataset |
| Ricky Farner | EMPLOYEE | $83,454 | not reported in the loaded dataset |
| Ted Soileau Cpa, LLC | FUND AUDITOR | $81,187 | not reported in the loaded dataset |
| Kenneth R Kientzel Jr | EMPLOYEE | $75,571 | not reported in the loaded dataset |
| Robert Kelly | EMPLOYEE | $67,126 | not reported in the loaded dataset |
| Corey M Buck | EMPLOYEE | $65,755 | not reported in the loaded dataset |
| Michael B Messamore | EMPLOYEE | $64,755 | not reported in the loaded dataset |
| Dillon M Wilson | EMPLOYEE | $64,687 | not reported in the loaded dataset |
| Allen D Parham | EMPLOYEE | $63,417 | not reported in the loaded dataset |
| Donna J Weatherford | EMPLOYEE | $63,087 | not reported in the loaded dataset |
| Christopher R Brown | EMPLOYEE | $61,760 | not reported in the loaded dataset |
| Rodney D Bond | EMPLOYEE | $48,898 | not reported in the loaded dataset |
| Bryan S Tate | EMPLOYEE | $37,888 | not reported in the loaded dataset |
| Southern Benefit Administrators | ADMINISTRATOR | $35,369 | not reported in the loaded dataset |
| Charla Gueho | EMPLOYEE | $21,339 | not reported in the loaded dataset |
| Branstetter Stranch & Jennings Pllc | ATTORNEY | $14,118 | not reported in the loaded dataset |
| Ubs Financial Services | INVESTMENT CUSTODIAN | $13,802 | $0 |
| Jerry W Repka | EMPLOYEE | $9,231 | not reported in the loaded dataset |
| Jenkins & Associates | FUND ADMINISTRATOR | $7,506 | not reported in the loaded dataset |