Mid-South Carpenters Regional Council Health & Welfare Fund — Form 5500 plan (Trustees - Mid-South Carpenters Regional Council H&W 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, Mid-South Carpenters Regional Council Health & Welfare Fund is a benefit plan reported by Trustees - Mid-South Carpenters Regional Council H&W Fund under EIN 52-6279969 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,527 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees - Mid-South Carpenters Regional Council H&W Fund
- EIN
- 52-6279969
- Plan number
- 501
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 2,527
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,527 | H, C | 20241010145700NAL0040562930001 |
| 2023 | 2,810 | H, C | 20250415141528NAL0001464755001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $56,720,143
- Total liabilities (EOY)
- $14,498,578
- Net assets (EOY)
- $42,221,565
- Net assets (BOY)
- $31,276,039
Income & contributions
- Employer contributions
- $29,341,111
- Participant contributions
- $363,536
- Total contributions
- $29,704,647
- Total income / additions
- $33,165,370
Expenses & distributions
- Benefits paid
- $19,887,619
- Administrative expenses
- $2,332,225
- Total expenses
- $22,219,844
- Net increase / (decrease)
- $10,945,526
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield | NONE | $1,347,069 | $0 | 2023 |
| Blue Cross Blue Shield | NONE | $734,832 | $0 | 2023 |
| Southern Benefit Administrators Inc | NONE | $648,295 | not reported in the loaded dataset | 2023 |
| Southern Benefit Administrators Inc | NONE | $381,733 | not reported in the loaded dataset | 2023 |
| Needles & Associates, LLC | NONE | $62,558 | not reported in the loaded dataset | 2023 |
| Needles & Associates, LLC | NONE | $43,319 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | NONE | $18,750 | not reported in the loaded dataset | 2023 |
| Investment Performance Services LLC | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Osborn Carreiro & Assoc | NONE | $6,009 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees - Mid-South Carpenters Regional Council H&W Fund
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Blue Cross Blue Shield — Schedule C compensation
- Southern Benefit Administrators Inc — Schedule C compensation
- Needles & Associates, LLC — Schedule C compensation
- Investment Performance Services LLC — Schedule C compensation
- Osborn Carreiro & Assoc — Schedule C compensation