2023 Form 5500 filing — Alabama Laborers' Health And 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 20241115093016NAL0001508322001) for Alabama Laborers' Health And Welfare Fund, reported by Jt Bd Of Trustees Alabama Laborers Fund under EIN 23-7048018 and plan number 501. It reports 338 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241115093016NAL0001508322001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Jt Bd Of Trustees Alabama Laborers Fund
- EIN
- 23-7048018
- Plan number
- 501
- Location
- Goodlettsville, TN
- Participants
- 338
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,161,945
- Total liabilities (EOY)
- $162,852
- Net assets (EOY)
- $10,999,093
- Employer contributions
- $3,004,379
- Participant contributions
- $17,077
- Total income / additions
- $3,888,015
- Benefits paid
- $2,486,147
- Administrative expenses
- $366,388
- Total expenses
- $2,852,535
- Net increase / (decrease)
- $1,035,480
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Alabama | NONE | $167,204 | not reported in the loaded dataset |
| Southern Benefit Administrators | NONE | $96,000 | not reported in the loaded dataset |
| Bha Consulting LLC | NONE | $18,518 | not reported in the loaded dataset |
| Wells Fargo Advisors | NONE | $16,924 | not reported in the loaded dataset |
| Daniels, Irwin & Aylor | NONE | $13,700 | not reported in the loaded dataset |
| Quinn Connor Weaver Davies & Rouco | NONE | $12,040 | not reported in the loaded dataset |