Southeast Laborers Training And Apprenticeship Fund — Form 5500 plan (Southeast Laborers Training And Apprenticeship 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 Training And Apprenticeship Fund is a benefit plan reported by Southeast Laborers Training And Apprenticeship Fund under EIN 58-6112929 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,183 participants and $11,205,830 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southeast Laborers Training And Apprenticeship Fund
- EIN
- 58-6112929
- Plan number
- 501
- Plan type
- 1
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 4,183
- End-of-year plan assets
- $11,205,830
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,183 | H, C | 20250519092938NAL0002409922001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,205,830
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,205,830
- Net assets (BOY)
- $10,349,327
Income & contributions
- Employer contributions
- $3,117,151
- Total contributions
- $3,218,656
- Total income / additions
- $4,187,945
Expenses & distributions
- Benefits paid
- $653,143
- Administrative expenses
- $2,678,299
- Total expenses
- $3,331,442
- Net increase / (decrease)
- $856,503
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| April Thomas | EMPLOYEE | $152,323 | not reported in the loaded dataset | 2023 |
| Randall E Rickman | EMPLOYEE | $85,939 | not reported in the loaded dataset | 2023 |
| Ricky Farner | EMPLOYEE | $83,454 | not reported in the loaded dataset | 2023 |
| Ted Soileau Cpa, LLC | FUND AUDITOR | $81,187 | not reported in the loaded dataset | 2023 |
| Kenneth R Kientzel Jr | EMPLOYEE | $75,571 | not reported in the loaded dataset | 2023 |
| Robert Kelly | EMPLOYEE | $67,126 | not reported in the loaded dataset | 2023 |
| Corey M Buck | EMPLOYEE | $65,755 | not reported in the loaded dataset | 2023 |
| Michael B Messamore | EMPLOYEE | $64,755 | not reported in the loaded dataset | 2023 |
| Dillon M Wilson | EMPLOYEE | $64,687 | not reported in the loaded dataset | 2023 |
| Allen D Parham | EMPLOYEE | $63,417 | not reported in the loaded dataset | 2023 |
| Donna J Weatherford | EMPLOYEE | $63,087 | not reported in the loaded dataset | 2023 |
| Christopher R Brown | EMPLOYEE | $61,760 | not reported in the loaded dataset | 2023 |
| Rodney D Bond | EMPLOYEE | $48,898 | not reported in the loaded dataset | 2023 |
| Bryan S Tate | EMPLOYEE | $37,888 | not reported in the loaded dataset | 2023 |
| Southern Benefit Administrators | ADMINISTRATOR | $35,369 | not reported in the loaded dataset | 2023 |
| Charla Gueho | EMPLOYEE | $21,339 | not reported in the loaded dataset | 2023 |
| Branstetter Stranch & Jennings Pllc | ATTORNEY | $14,118 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services | INVESTMENT CUSTODIAN | $13,802 | $0 | 2023 |
| Jerry W Repka | EMPLOYEE | $9,231 | not reported in the loaded dataset | 2023 |
| Jenkins & Associates | FUND ADMINISTRATOR | $7,506 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southeast Laborers Training And Apprenticeship Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Nashville, TN
- April Thomas — Schedule C compensation
- Randall E Rickman — Schedule C compensation
- Ricky Farner — Schedule C compensation
- Ted Soileau Cpa, LLC — Schedule C compensation
- Kenneth R Kientzel Jr — Schedule C compensation
- Robert Kelly — Schedule C compensation
- Corey M Buck — Schedule C compensation
- Michael B Messamore — Schedule C compensation
- Dillon M Wilson — Schedule C compensation
- Allen D Parham — Schedule C compensation
- Donna J Weatherford — Schedule C compensation
- Christopher R Brown — Schedule C compensation
- Rodney D Bond — Schedule C compensation
- Bryan S Tate — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Charla Gueho — Schedule C compensation
- Branstetter Stranch & Jennings Pllc — Schedule C compensation
- Ubs Financial Services — Schedule C compensation
- Jerry W Repka — Schedule C compensation
- Jenkins & Associates — Schedule C compensation