2023 Form 5500 filing — Southeastern Pipetrades Health & Welfare 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 20241013131506NAL0024758849002) for Southeastern Pipetrades Health & Welfare Fund, reported by Southeastern Pipetrades Health & Welfare Fund under EIN 58-1903188 and plan number 501. It reports 687 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013131506NAL0024758849002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Southeastern Pipetrades Health & Welfare Fund
- EIN
- 58-1903188
- Plan number
- 501
- Location
- Goodlettsville, TN
- Participants
- 687
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,319,462
- Total liabilities (EOY)
- $993,381
- Net assets (EOY)
- $20,326,081
- Employer contributions
- $8,413,929
- Participant contributions
- $155,512
- Total income / additions
- $10,267,569
- Benefits paid
- $4,868,702
- Administrative expenses
- $727,259
- Total expenses
- $5,595,961
- Net increase / (decrease)
- $4,671,608
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bluecross Blueshield Of Tn | NONE | $344,061 | not reported in the loaded dataset |
| Southern Benefit Administrators | NONE | $271,127 | not reported in the loaded dataset |
| Branstetter Stranch & Jenning | NONE | $27,708 | not reported in the loaded dataset |
| Daniels Irwin & Aylor | NONE | $15,800 | not reported in the loaded dataset |
| Mutual Funds | NONE | $0 | $0 |