Southeast Laborers Supplemental Pension Fund — Form 5500 plan (Board Of Trustees - Southeast Laborers Supplemental Pension 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 Supplemental Pension Fund is a benefit plan reported by Board Of Trustees - Southeast Laborers Supplemental Pension Fund under EIN 30-0625287 and plan number 001. The latest loaded filing year is 2023. The filing reports 18,602 participants and $42,022,857 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees - Southeast Laborers Supplemental Pension Fund
- EIN
- 30-0625287
- Plan number
- 001
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 18,602
- End-of-year plan assets
- $42,022,857
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18,602 | H, C | 20250217121506NAL0001824657001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,022,857
- Total liabilities (EOY)
- $5,163
- Net assets (EOY)
- $42,017,694
- Net assets (BOY)
- $35,466,312
Income & contributions
- Employer contributions
- $4,856,125
- Total contributions
- $4,856,125
- Total income / additions
- $7,670,158
Expenses & distributions
- Benefits paid
- $913,511
- Administrative expenses
- $205,265
- Total expenses
- $1,118,776
- Net increase / (decrease)
- $6,551,382
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southern Benefit Administrators | NONE | $87,943 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services | NONE | $38,907 | $0 | 2023 |
| Daniels Irwin & Aylor | NONE | $14,800 | not reported in the loaded dataset | 2023 |
| Stranch, Jennings & Garvey | NONE | $3,260 | not reported in the loaded dataset | 2023 |
| Money Market & Mutual Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees - Southeast Laborers Supplemental Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Southern Benefit Administrators — Schedule C compensation
- Ubs Financial Services — Schedule C compensation
- Daniels Irwin & Aylor — Schedule C compensation
- Stranch, Jennings & Garvey — Schedule C compensation
- Money Market & Mutual Funds — Schedule C compensation