South Carolina Bankers Employee Benefit Trust — Form 5500 plan (Trustees In Their Capacity As Such Of South Carolina Bankers Employee)

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, South Carolina Bankers Employee Benefit Trust is a benefit plan reported by Trustees In Their Capacity As Such Of South Carolina Bankers Employee under EIN 57-0741877 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,390 participants and $4,676,941 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trustees In Their Capacity As Such Of South Carolina Bankers Employee
EIN
57-0741877
Plan number
501
Plan type
3
Location
Chapin, SC
Latest filing year
2023
Participants
1,390
End-of-year plan assets
$4,676,941

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,390H, C20240730133008NAL0043874834002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,676,941
Total liabilities (EOY)
$1,204,068
Net assets (EOY)
$3,472,873
Net assets (BOY)
$6,175,808

Income & contributions

Employer contributions
$14,146,125
Total contributions
$14,146,125
Total income / additions
$14,328,363

Expenses & distributions

Benefits paid
$16,038,582
Administrative expenses
$992,716
Total expenses
$17,031,298
Net increase / (decrease)
-$2,702,935

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Blue Cross Blue Shield Of ScNONE$750,925$02023
Hub International CarolinasNONE$36,890not reported in the loaded dataset2023
The Benefit Company IncNONE$32,406not reported in the loaded dataset2023
J.W. Hunt And Company LlpNONE$22,694not reported in the loaded dataset2023
Nelson Mullins Riley & ScarboroughNONE$10,270not reported in the loaded dataset2023
Rch Benefits Advisors LLCNONE$7,500not reported in the loaded dataset2023

Related Form 5500 pages