2023 Form 5500 filing — Local 666 Benefit Trust 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 20241014201203NAL0045847664005) for Local 666 Benefit Trust Fund, reported by Local 666 Benefit Trust Fund under EIN 54-0848799 and plan number 501. It reports 1,491 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014201203NAL0045847664005
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Local 666 Benefit Trust Fund
- EIN
- 54-0848799
- Plan number
- 501
- Location
- Goodlettsville, TN
- Participants
- 1,491
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,694,411
- Total liabilities (EOY)
- $440,967
- Net assets (EOY)
- $35,253,444
- Employer contributions
- $14,544,743
- Participant contributions
- $1,093,991
- Total income / additions
- $17,827,526
- Benefits paid
- $14,122,613
- Administrative expenses
- $662,741
- Total expenses
- $14,785,354
- Net increase / (decrease)
- $3,042,172
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southern Benefit Administrators Inc | NONE | $216,000 | not reported in the loaded dataset |
| The Segal Company | NONE | $165,137 | not reported in the loaded dataset |
| Richmond Capital Management | NONE | $59,235 | not reported in the loaded dataset |
| Semo Law Group | NONE | $39,807 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $24,887 | not reported in the loaded dataset |
| Withum Smith Brown | NONE | $23,812 | not reported in the loaded dataset |
| Principal Custody Solutions | NONE | $16,544 | not reported in the loaded dataset |
| Murphy Anderson, Pllc | NONE | $12,572 | not reported in the loaded dataset |