South Central Laborers H&W Fund — Form 5500 plan (Joint Board Of Trustees South Central Laborers H&W 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, South Central Laborers H&W Fund is a benefit plan reported by Joint Board Of Trustees South Central Laborers H&W Fund under EIN 72-6029088 and plan number 501. The latest loaded filing year is 2023. The filing reports 41 participants and $5,676,841 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees South Central Laborers H&W Fund
- EIN
- 72-6029088
- Plan number
- 501
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 41
- End-of-year plan assets
- $5,676,841
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 41 | H, C | 20241009151122NAL0010766003001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,676,841
- Total liabilities (EOY)
- $105,300
- Net assets (EOY)
- $5,571,541
- Net assets (BOY)
- $4,924,222
Income & contributions
- Employer contributions
- $510,066
- Participant contributions
- $7,104
- Total contributions
- $517,170
- Total income / additions
- $890,337
Expenses & distributions
- Benefits paid
- $119,683
- Administrative expenses
- $123,335
- Total expenses
- $243,018
- Net increase / (decrease)
- $647,319
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southern Benefit Administrators | ADMINISTRATOR | $76,500 | not reported in the loaded dataset | 2023 |
| Express Scripts | RX DISCOUNT | $54,419 | not reported in the loaded dataset | 2023 |
| Ted Soileau Cpa LLC | ACCOUNTANT | $21,540 | not reported in the loaded dataset | 2023 |
| Southern Benefit Administrators | CONSULTANT | $13,500 | not reported in the loaded dataset | 2023 |
| Stranch, Jennings & Garvey | ATTORNEY | $7,800 | not reported in the loaded dataset | 2023 |
| Ubs Finanical Services Inc | INVESTMENT CUSTODIAN | $100 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees South Central Laborers H&W Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Southern Benefit Administrators — Schedule C compensation
- Express Scripts — Schedule C compensation
- Ted Soileau Cpa LLC — Schedule C compensation
- Stranch, Jennings & Garvey — Schedule C compensation
- Ubs Finanical Services Inc — Schedule C compensation