Southeastern Pipetrades Health & Welfare Fund — Form 5500 plan (Southeastern Pipetrades Health & Welfare Fund)
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, Southeastern Pipetrades Health & Welfare Fund is a benefit plan reported by Southeastern Pipetrades Health & Welfare Fund under EIN 58-1903188 and plan number 501. The latest loaded filing year is 2023. The filing reports 687 participants and $21,319,462 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southeastern Pipetrades Health & Welfare Fund
- EIN
- 58-1903188
- Plan number
- 501
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 687
- End-of-year plan assets
- $21,319,462
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 687 | H, C | 20241013131506NAL0024758849002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,319,462
- Total liabilities (EOY)
- $993,381
- Net assets (EOY)
- $20,326,081
- Net assets (BOY)
- $15,654,473
Income & contributions
- Employer contributions
- $8,413,929
- Participant contributions
- $155,512
- Total contributions
- $8,569,441
- Total income / additions
- $10,267,569
Expenses & distributions
- Benefits paid
- $4,868,702
- Administrative expenses
- $727,259
- Total expenses
- $5,595,961
- Net increase / (decrease)
- $4,671,608
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bluecross Blueshield Of Tn | NONE | $344,061 | not reported in the loaded dataset | 2023 |
| Southern Benefit Administrators | NONE | $271,127 | not reported in the loaded dataset | 2023 |
| Branstetter Stranch & Jenning | NONE | $27,708 | not reported in the loaded dataset | 2023 |
| Daniels Irwin & Aylor | NONE | $15,800 | not reported in the loaded dataset | 2023 |
| Mutual Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southeastern Pipetrades Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Bluecross Blueshield Of Tn — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Branstetter Stranch & Jenning — Schedule C compensation
- Daniels Irwin & Aylor — Schedule C compensation
- Mutual Funds — Schedule C compensation