Memphis Construction Benefit Fund — Form 5500 plan (Memphis Construction Benefit 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, Memphis Construction Benefit Fund is a benefit plan reported by Memphis Construction Benefit Fund under EIN 62-0933920 and plan number 501. The latest loaded filing year is 2023. The filing reports 275 participants and $7,527,923 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Memphis Construction Benefit Fund
- EIN
- 62-0933920
- Plan number
- 501
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 275
- End-of-year plan assets
- $7,527,923
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 275 | H, C | 20241011223005NAL0012979955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,527,923
- Total liabilities (EOY)
- $352,362
- Net assets (EOY)
- $7,175,561
- Net assets (BOY)
- $6,502,214
Income & contributions
- Employer contributions
- $2,591,686
- Participant contributions
- $127,153
- Total contributions
- $2,718,839
- Total income / additions
- $3,052,288
Expenses & distributions
- Benefits paid
- $2,103,889
- Administrative expenses
- $275,052
- Total expenses
- $2,378,941
- Net increase / (decrease)
- $673,347
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Healthcare | NONE | $107,522 | not reported in the loaded dataset | 2023 |
| Southern Benefit Administrators | NONE | $89,200 | not reported in the loaded dataset | 2023 |
| Atlanta Capital Management | NONE | $19,750 | not reported in the loaded dataset | 2023 |
| Daniels, Irwin & Aylor | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Godwin, Morris, Laurenzi & Bloomfie | NONE | $15,666 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Memphis Construction Benefit Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- United Healthcare — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Atlanta Capital Management — Schedule C compensation
- Daniels, Irwin & Aylor — Schedule C compensation
- Godwin, Morris, Laurenzi & Bloomfie — Schedule C compensation