Local 666 Benefit Trust Fund — Form 5500 plan (Local 666 Benefit Trust 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, Local 666 Benefit Trust Fund is a benefit plan reported by Local 666 Benefit Trust Fund under EIN 54-0848799 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,491 participants and $35,694,411 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Local 666 Benefit Trust Fund
- EIN
- 54-0848799
- Plan number
- 501
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 1,491
- End-of-year plan assets
- $35,694,411
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,491 | H, C | 20241014201203NAL0045847664005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,694,411
- Total liabilities (EOY)
- $440,967
- Net assets (EOY)
- $35,253,444
- Net assets (BOY)
- $32,211,272
Income & contributions
- Employer contributions
- $14,544,743
- Participant contributions
- $1,093,991
- Total contributions
- $15,638,734
- Total income / additions
- $17,827,526
Expenses & distributions
- Benefits paid
- $14,122,613
- Administrative expenses
- $662,741
- Total expenses
- $14,785,354
- Net increase / (decrease)
- $3,042,172
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southern Benefit Administrators Inc | NONE | $216,000 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $165,137 | not reported in the loaded dataset | 2023 |
| Richmond Capital Management | NONE | $59,235 | not reported in the loaded dataset | 2023 |
| Semo Law Group | NONE | $39,807 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $24,887 | not reported in the loaded dataset | 2023 |
| Withum Smith Brown | NONE | $23,812 | not reported in the loaded dataset | 2023 |
| Principal Custody Solutions | NONE | $16,544 | not reported in the loaded dataset | 2023 |
| Murphy Anderson, Pllc | NONE | $12,572 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Local 666 Benefit Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Southern Benefit Administrators Inc — Schedule C compensation
- The Segal Company — Schedule C compensation
- Richmond Capital Management — Schedule C compensation
- Semo Law Group — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Withum Smith Brown — Schedule C compensation
- Principal Custody Solutions — Schedule C compensation
- Murphy Anderson, Pllc — Schedule C compensation