Atlanta Ironworkers Local #387 Welfare Fund — Form 5500 plan (Atlanta Ironworkers Local #387 Welfare C/O Southern Benefit Administra)

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, Atlanta Ironworkers Local #387 Welfare Fund is a benefit plan reported by Atlanta Ironworkers Local #387 Welfare C/O Southern Benefit Administra under EIN 47-2135622 and plan number 501. The latest loaded filing year is 2023. The filing reports 425 participants and $2,286,890 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Atlanta Ironworkers Local #387 Welfare C/O Southern Benefit Administra
EIN
47-2135622
Plan number
501
Plan type
1
Location
Goodlettsville, TN
Latest filing year
2023
Participants
425
End-of-year plan assets
$2,286,890

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023425H, C20250715235203NAL0001963443001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,286,890
Total liabilities (EOY)
$185
Net assets (EOY)
$2,286,705
Net assets (BOY)
$1,771,506

Income & contributions

Employer contributions
$393,674
Total contributions
$393,674
Total income / additions
$707,395

Expenses & distributions

Benefits paid
$159,081
Administrative expenses
$33,115
Total expenses
$192,196
Net increase / (decrease)
$515,199

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Southern Benefit Administrators IncCONTRACT ADMINISTRATION$11,934not reported in the loaded dataset2023
Steven D. Eisenberg Cpa, P.A.AUDITOR$9,690not reported in the loaded dataset2023
Bha Consulting LLCCONSULTING$7,119not reported in the loaded dataset2023

Related Form 5500 pages