Alabama Laborers' Health And Welfare Fund — Form 5500 plan (Jt Bd Of Trustees Alabama Laborers Fund)
Plain-English plan 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, Alabama Laborers' Health And Welfare Fund is a benefit plan reported by Jt Bd Of Trustees Alabama Laborers Fund under EIN 23-7048018 and plan number 501. The latest loaded filing year is 2023. The filing reports 338 participants and $11,161,945 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jt Bd Of Trustees Alabama Laborers Fund
- EIN
- 23-7048018
- Plan number
- 501
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 338
- End-of-year plan assets
- $11,161,945
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 338 | H, C | 20241115093016NAL0001508322001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,161,945
- Total liabilities (EOY)
- $162,852
- Net assets (EOY)
- $10,999,093
- Net assets (BOY)
- $9,963,613
Income & contributions
- Employer contributions
- $3,004,379
- Participant contributions
- $17,077
- Total contributions
- $3,021,456
- Total income / additions
- $3,888,015
Expenses & distributions
- Benefits paid
- $2,486,147
- Administrative expenses
- $366,388
- Total expenses
- $2,852,535
- Net increase / (decrease)
- $1,035,480
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Alabama | NONE | $167,204 | not reported in the loaded dataset | 2023 |
| Southern Benefit Administrators | NONE | $96,000 | not reported in the loaded dataset | 2023 |
| Bha Consulting LLC | NONE | $18,518 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors | NONE | $16,924 | not reported in the loaded dataset | 2023 |
| Daniels, Irwin & Aylor | NONE | $13,700 | not reported in the loaded dataset | 2023 |
| Quinn Connor Weaver Davies & Rouco | NONE | $12,040 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jt Bd Of Trustees Alabama Laborers Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Blue Cross Blue Shield Of Alabama — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Bha Consulting LLC — Schedule C compensation
- Wells Fargo Advisors — Schedule C compensation
- Daniels, Irwin & Aylor — Schedule C compensation
- Quinn Connor Weaver Davies & Rouco — Schedule C compensation