2023 Form 5500 filing — Mid-South Regional Council Local 318 Money
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 20250317120008NAL0002366256002) for Mid-South Regional Council Local 318 Money, reported by Mid-South Regional Council Local 318 Money Purchase Pension Trust under EIN 63-0875713 and plan number 001. It reports 2,341 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317120008NAL0002366256002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Mid-South Regional Council Local 318 Money Purchase Pension Trust
- EIN
- 63-0875713
- Plan number
- 001
- Location
- Goodlettsville, TN
- Participants
- 2,341
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,205,336
- Total liabilities (EOY)
- $16,815
- Net assets (EOY)
- $48,188,521
- Employer contributions
- $2,225,229
- Total income / additions
- $9,027,583
- Benefits paid
- $1,963,004
- Administrative expenses
- $332,968
- Total expenses
- $2,295,972
- Net increase / (decrease)
- $6,731,611
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Highland Capital Management | NONE | $114,851 | not reported in the loaded dataset |
| Southern Benefit Administrators Inc | NONE | $60,447 | not reported in the loaded dataset |
| Boyd Watterson Asset Management | NONE | $0 | $42,619 |
| Ullico Investment Advisors | NONE | $39,923 | not reported in the loaded dataset |
| Reynolds Consulting, LLC | NONE | $29,717 | not reported in the loaded dataset |
| Daniels, Irwin & Aylor | NONE | $20,600 | not reported in the loaded dataset |
| Wilmington Trust | NONE | $9,446 | not reported in the loaded dataset |
| Quinn, Connor, Weaver & Davies | NONE | $9,000 | not reported in the loaded dataset |
| Eaton Vance Trust Company | NONE | $7,397 | not reported in the loaded dataset |
| The Youngdahl Law Firm | NONE | $6,250 | not reported in the loaded dataset |
| Mutual & Exchange Traded Funds | NONE | $0 | $0 |