2023 Form 5500 filing — South Central Laborers H&W Fund
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009151122NAL0010766003001) for South Central Laborers H&W Fund, reported by Joint Board Of Trustees South Central Laborers H&W Fund under EIN 72-6029088 and plan number 501. It reports 41 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009151122NAL0010766003001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Joint Board Of Trustees South Central Laborers H&W Fund
- EIN
- 72-6029088
- Plan number
- 501
- Location
- Goodlettsville, TN
- Participants
- 41
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,676,841
- Total liabilities (EOY)
- $105,300
- Net assets (EOY)
- $5,571,541
- Employer contributions
- $510,066
- Participant contributions
- $7,104
- Total income / additions
- $890,337
- Benefits paid
- $119,683
- Administrative expenses
- $123,335
- Total expenses
- $243,018
- Net increase / (decrease)
- $647,319
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southern Benefit Administrators | ADMINISTRATOR | $76,500 | not reported in the loaded dataset |
| Express Scripts | RX DISCOUNT | $54,419 | not reported in the loaded dataset |
| Ted Soileau Cpa LLC | ACCOUNTANT | $21,540 | not reported in the loaded dataset |
| Southern Benefit Administrators | CONSULTANT | $13,500 | not reported in the loaded dataset |
| Stranch, Jennings & Garvey | ATTORNEY | $7,800 | not reported in the loaded dataset |
| Ubs Finanical Services Inc | INVESTMENT CUSTODIAN | $100 | $0 |