Southeast Laborers Training And Apprenticeship Fund — Form 5500 plan (Southeast Laborers Training And Apprenticeship 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, Southeast Laborers Training And Apprenticeship Fund is a benefit plan reported by Southeast Laborers Training And Apprenticeship Fund under EIN 58-6112929 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,183 participants and $11,205,830 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southeast Laborers Training And Apprenticeship Fund
EIN
58-6112929
Plan number
501
Plan type
1
Location
Nashville, TN
Latest filing year
2023
Participants
4,183
End-of-year plan assets
$11,205,830

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,183H, C20250519092938NAL0002409922001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,205,830
Total liabilities (EOY)
$0
Net assets (EOY)
$11,205,830
Net assets (BOY)
$10,349,327

Income & contributions

Employer contributions
$3,117,151
Total contributions
$3,218,656
Total income / additions
$4,187,945

Expenses & distributions

Benefits paid
$653,143
Administrative expenses
$2,678,299
Total expenses
$3,331,442
Net increase / (decrease)
$856,503

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
April ThomasEMPLOYEE$152,323not reported in the loaded dataset2023
Randall E RickmanEMPLOYEE$85,939not reported in the loaded dataset2023
Ricky FarnerEMPLOYEE$83,454not reported in the loaded dataset2023
Ted Soileau Cpa, LLCFUND AUDITOR$81,187not reported in the loaded dataset2023
Kenneth R Kientzel JrEMPLOYEE$75,571not reported in the loaded dataset2023
Robert KellyEMPLOYEE$67,126not reported in the loaded dataset2023
Corey M BuckEMPLOYEE$65,755not reported in the loaded dataset2023
Michael B MessamoreEMPLOYEE$64,755not reported in the loaded dataset2023
Dillon M WilsonEMPLOYEE$64,687not reported in the loaded dataset2023
Allen D ParhamEMPLOYEE$63,417not reported in the loaded dataset2023
Donna J WeatherfordEMPLOYEE$63,087not reported in the loaded dataset2023
Christopher R BrownEMPLOYEE$61,760not reported in the loaded dataset2023
Rodney D BondEMPLOYEE$48,898not reported in the loaded dataset2023
Bryan S TateEMPLOYEE$37,888not reported in the loaded dataset2023
Southern Benefit AdministratorsADMINISTRATOR$35,369not reported in the loaded dataset2023
Charla GuehoEMPLOYEE$21,339not reported in the loaded dataset2023
Branstetter Stranch & Jennings PllcATTORNEY$14,118not reported in the loaded dataset2023
Ubs Financial ServicesINVESTMENT CUSTODIAN$13,802$02023
Jerry W RepkaEMPLOYEE$9,231not reported in the loaded dataset2023
Jenkins & AssociatesFUND ADMINISTRATOR$7,506not reported in the loaded dataset2023

Related Form 5500 pages