Louisiana Laborers Health & Welfare Fund — Form 5500 plan (Joint Board Of Trustees)
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, Louisiana Laborers Health & Welfare Fund is a benefit plan reported by Joint Board Of Trustees under EIN 72-6031293 and plan number 501. The latest loaded filing year is 2023. The filing reports 593 participants and $13,325,037 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joint Board Of Trustees
- EIN
- 72-6031293
- Plan number
- 501
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 593
- End-of-year plan assets
- $13,325,037
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 593 | H, C | 20241009152640NAL0033219776001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,325,037
- Total liabilities (EOY)
- $1,830,027
- Net assets (EOY)
- $11,495,010
- Net assets (BOY)
- $10,728,330
Income & contributions
- Employer contributions
- $3,668,245
- Participant contributions
- $14,925
- Total contributions
- $3,683,170
- Total income / additions
- $4,597,405
Expenses & distributions
- Benefits paid
- $3,341,563
- Administrative expenses
- $489,162
- Total expenses
- $3,830,725
- Net increase / (decrease)
- $766,680
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southern Benefit Administrators | ADMINISTRATOR | $360,000 | not reported in the loaded dataset | 2023 |
| United Healthcare | CLAIMS PROCESSING | $181,222 | not reported in the loaded dataset | 2023 |
| Hancock Whitney | INVESTMENT CUSTODIAN | $51,287 | $0 | 2023 |
| Ted Soileau Cpa LLC | ACCOUNTANT | $23,126 | not reported in the loaded dataset | 2023 |
| Express Scripts | PBM | $2,879 | not reported in the loaded dataset | 2023 |
| Robein, Urann, Spencer, Etal | FUND COUNSEL | $2,405 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Joint Board Of Trustees
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Southern Benefit Administrators — Schedule C compensation
- United Healthcare — Schedule C compensation
- Hancock Whitney — Schedule C compensation
- Ted Soileau Cpa LLC — Schedule C compensation
- Express Scripts — Schedule C compensation
- Robein, Urann, Spencer, Etal — Schedule C compensation