Southern Operators Health Fund — Form 5500 plan (Southern Operators Health Fund Board Of Trustees)
Plain-English plan 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, Southern Operators Health Fund is a benefit plan reported by Southern Operators Health Fund Board Of Trustees under EIN 43-2067325 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,070 participants and $29,022,477 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern Operators Health Fund Board Of Trustees
- EIN
- 43-2067325
- Plan number
- 501
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 3,070
- End-of-year plan assets
- $29,022,477
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,070 | H, C | 20241015153008NAL0056965554011 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,022,477
- Total liabilities (EOY)
- $7,020,887
- Net assets (EOY)
- $22,001,590
- Net assets (BOY)
- $19,686,696
Income & contributions
- Employer contributions
- $41,227,081
- Participant contributions
- $1,533,805
- Total contributions
- $42,760,886
- Total income / additions
- $50,052,126
Expenses & distributions
- Benefits paid
- $44,360,081
- Administrative expenses
- $3,377,151
- Total expenses
- $47,737,232
- Net increase / (decrease)
- $2,314,894
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bluecross Blueshield Of Ga | NONE | $1,368,586 | not reported in the loaded dataset | 2023 |
| Southern Benefit Administrators | NONE | $796,185 | not reported in the loaded dataset | 2023 |
| Swiftmd | NONE | $101,022 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $95,141 | not reported in the loaded dataset | 2023 |
| Branstetter, Stranch & Jennings | NONE | $42,776 | not reported in the loaded dataset | 2023 |
| Daniels Irwin & Aylor | NONE | $18,900 | not reported in the loaded dataset | 2023 |
| Newtek Technology Solutions | NONE | $17,408 | not reported in the loaded dataset | 2023 |
| Truist Bank | NONE | $8,325 | not reported in the loaded dataset | 2023 |
| Money Market And Mutual Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southern Operators Health Fund Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Bluecross Blueshield Of Ga — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Swiftmd — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Branstetter, Stranch & Jennings — Schedule C compensation
- Daniels Irwin & Aylor — Schedule C compensation
- Newtek Technology Solutions — Schedule C compensation
- Truist Bank — Schedule C compensation
- Money Market And Mutual Funds — Schedule C compensation