2023 Form 5500 filing — Southern Operators Health 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 20241015153008NAL0056965554011) for Southern Operators Health Fund, reported by Southern Operators Health Fund Board Of Trustees under EIN 43-2067325 and plan number 501. It reports 3,070 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153008NAL0056965554011
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Southern Operators Health Fund Board Of Trustees
- EIN
- 43-2067325
- Plan number
- 501
- Location
- Goodlettsville, TN
- Participants
- 3,070
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,022,477
- Total liabilities (EOY)
- $7,020,887
- Net assets (EOY)
- $22,001,590
- Employer contributions
- $41,227,081
- Participant contributions
- $1,533,805
- Total income / additions
- $50,052,126
- Benefits paid
- $44,360,081
- Administrative expenses
- $3,377,151
- Total expenses
- $47,737,232
- Net increase / (decrease)
- $2,314,894
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bluecross Blueshield Of Ga | NONE | $1,368,586 | not reported in the loaded dataset |
| Southern Benefit Administrators | NONE | $796,185 | not reported in the loaded dataset |
| Swiftmd | NONE | $101,022 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $95,141 | not reported in the loaded dataset |
| Branstetter, Stranch & Jennings | NONE | $42,776 | not reported in the loaded dataset |
| Daniels Irwin & Aylor | NONE | $18,900 | not reported in the loaded dataset |
| Newtek Technology Solutions | NONE | $17,408 | not reported in the loaded dataset |
| Truist Bank | NONE | $8,325 | not reported in the loaded dataset |
| Money Market And Mutual Funds | NONE | $0 | $0 |