Southeast Laborers Health Fund — Form 5500 plan (Southeast Laborers Health 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, Southeast Laborers Health Fund is a benefit plan reported by Southeast Laborers Health Fund under EIN 23-7100845 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,620 participants and $53,117,879 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southeast Laborers Health Fund
- EIN
- 23-7100845
- Plan number
- 501
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 2,620
- End-of-year plan assets
- $53,117,879
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,620 | H, C | 20250115151507NAL0044276594001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,117,879
- Total liabilities (EOY)
- $2,974,025
- Net assets (EOY)
- $50,143,854
- Net assets (BOY)
- $41,931,465
Income & contributions
- Employer contributions
- $26,385,248
- Participant contributions
- $162,249
- Total contributions
- $26,547,497
- Total income / additions
- $30,895,567
Expenses & distributions
- Benefits paid
- $20,324,809
- Administrative expenses
- $2,358,369
- Total expenses
- $22,683,178
- Net increase / (decrease)
- $8,212,389
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Tn | NONE | $1,234,613 | not reported in the loaded dataset | 2023 |
| Southern Benefit Administrators | NONE | $733,605 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services | NONE | $101,636 | $0 | 2023 |
| Stranch, Jennings And Garvey Pllc | NONE | $30,997 | not reported in the loaded dataset | 2023 |
| Daniels, Irwin & Aylor | NONE | $19,950 | not reported in the loaded dataset | 2023 |
| Truist Bank | NONE | $12,502 | not reported in the loaded dataset | 2023 |
| Newtek Technology Solutions | NONE | $6,336 | not reported in the loaded dataset | 2023 |
| Money Market And Mutual Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southeast Laborers Health Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Blue Cross Blue Shield Of Tn — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Ubs Financial Services — Schedule C compensation
- Stranch, Jennings And Garvey Pllc — Schedule C compensation
- Daniels, Irwin & Aylor — Schedule C compensation
- Truist Bank — Schedule C compensation
- Newtek Technology Solutions — Schedule C compensation
- Money Market And Mutual Funds — Schedule C compensation