Shreveport Electrical Health & Welfare Fund — Form 5500 plan (Shreveport Electrical 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, Shreveport Electrical Health & Welfare Fund is a benefit plan reported by Shreveport Electrical Health & Welfare Fund under EIN 72-6033767 and plan number 501. The latest loaded filing year is 2023. The filing reports 540 participants and $11,030,541 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shreveport Electrical Health & Welfare Fund
- EIN
- 72-6033767
- Plan number
- 501
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 540
- End-of-year plan assets
- $11,030,541
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 540 | H, C | 20250115131507NAL0012719011001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,030,541
- Total liabilities (EOY)
- $845,598
- Net assets (EOY)
- $10,184,943
- Net assets (BOY)
- $7,955,661
Income & contributions
- Employer contributions
- $7,275,930
- Participant contributions
- $238,217
- Total contributions
- $7,514,147
- Total income / additions
- $8,066,188
Expenses & distributions
- Benefits paid
- $5,382,209
- Administrative expenses
- $454,697
- Total expenses
- $5,836,906
- Net increase / (decrease)
- $2,229,282
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Illinois | NONE | $221,969 | $0 | 2023 |
| Southern Benefit Administrators | NONE | $160,642 | not reported in the loaded dataset | 2023 |
| Robein, Urann, Spencer, Picard | NONE | $14,836 | not reported in the loaded dataset | 2023 |
| Daniels, Irwin & Aylor Cpas | NONE | $12,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shreveport Electrical Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Blue Cross Blue Shield Of Illinois — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Robein, Urann, Spencer, Picard — Schedule C compensation
- Daniels, Irwin & Aylor Cpas — Schedule C compensation