Southeastern Carpenters And Millwrights Health Plan — Form 5500 plan (Jt Bd Of Trustees Of Southeastern Carp & Millwrights Health Plan)
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 Carpenters And Millwrights Health Plan is a benefit plan reported by Jt Bd Of Trustees Of Southeastern Carp & Millwrights Health Plan under EIN 58-6066597 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,176 participants and $23,813,542 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jt Bd Of Trustees Of Southeastern Carp & Millwrights Health Plan
- EIN
- 58-6066597
- Plan number
- 501
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 2,176
- End-of-year plan assets
- $23,813,542
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,176 | H, C | 20241012234506NAL0024183729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,813,542
- Total liabilities (EOY)
- $4,464,955
- Net assets (EOY)
- $19,348,587
- Net assets (BOY)
- $21,783,187
Income & contributions
- Employer contributions
- $20,899,827
- Participant contributions
- $303,465
- Total contributions
- $21,203,292
- Total income / additions
- $23,447,478
Expenses & distributions
- Benefits paid
- $24,098,807
- Administrative expenses
- $1,783,271
- Total expenses
- $25,882,078
- Net increase / (decrease)
- -$2,434,600
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Blue Cross Blue Shield Of Va | NONE | $860,308 | not reported in the loaded dataset | 2023 |
| Southern Benefit Administrators Inc | NONE | $633,000 | not reported in the loaded dataset | 2023 |
| Atlanta Capital Management | NONE | $52,583 | not reported in the loaded dataset | 2023 |
| Arnall Golden Gregory Llp | NONE | $33,660 | not reported in the loaded dataset | 2023 |
| Daniels, Irwin & Aylor | NONE | $31,925 | not reported in the loaded dataset | 2023 |
| Empathia, Inc. | NONE | $26,959 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $16,508 | not reported in the loaded dataset | 2023 |
| Newtek Technology Solutions | NONE | $10,470 | not reported in the loaded dataset | 2023 |
| Truist Bank | NONE | $8,796 | not reported in the loaded dataset | 2023 |
| United Actuarial Services, Inc. | NONE | $5,675 | not reported in the loaded dataset | 2023 |
| The Wagner Law Group | NONE | $1,624 | not reported in the loaded dataset | 2023 |
| Money Market And Mutual Fund | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jt Bd Of Trustees Of Southeastern Carp & Millwrights Health Plan
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Anthem Blue Cross Blue Shield Of Va — Schedule C compensation
- Southern Benefit Administrators Inc — Schedule C compensation
- Atlanta Capital Management — Schedule C compensation
- Arnall Golden Gregory Llp — Schedule C compensation
- Daniels, Irwin & Aylor — Schedule C compensation
- Empathia, Inc. — Schedule C compensation
- The Segal Company — Schedule C compensation
- Newtek Technology Solutions — Schedule C compensation
- Truist Bank — Schedule C compensation
- United Actuarial Services, Inc. — Schedule C compensation
- The Wagner Law Group — Schedule C compensation
- Money Market And Mutual Fund — Schedule C compensation