Southeastern Ironworkers Health Care Plan — Form 5500 plan (Board Of Trustees Southeastern Ironworker Health Care Plan)
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, Southeastern Ironworkers Health Care Plan is a benefit plan reported by Board Of Trustees Southeastern Ironworker Health Care Plan under EIN 63-0334002 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,386 participants and $44,183,640 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Southeastern Ironworker Health Care Plan
- EIN
- 63-0334002
- Plan number
- 501
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 2,386
- End-of-year plan assets
- $44,183,640
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,386 | H, C | 20250220111607NAL0004162083003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,183,640
- Total liabilities (EOY)
- $32,838,874
- Net assets (EOY)
- $11,344,766
- Net assets (BOY)
- $8,981,653
Income & contributions
- Employer contributions
- $32,667,840
- Participant contributions
- $668,791
- Total contributions
- $33,336,631
- Total income / additions
- $37,085,273
Expenses & distributions
- Benefits paid
- $32,774,917
- Administrative expenses
- $1,947,243
- Total expenses
- $34,722,160
- Net increase / (decrease)
- $2,363,113
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Blue Cross Blue Shield | CONTRACT ADMINIST | $972,848 | not reported in the loaded dataset | 2023 |
| Southern Benefit Administrators | CONTRACT ADMINIST | $695,712 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | INVESTMENT ADVISORY | $104,980 | $0 | 2023 |
| Steven D. Eisenberg Cpa, P,.A | AUDITOR | $51,956 | not reported in the loaded dataset | 2023 |
| Venable Law Firm, P.A. | ATTORNEY | $36,364 | not reported in the loaded dataset | 2023 |
| Bha Consulting | CONSULTANT | $6,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Southeastern Ironworker Health Care Plan
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Anthem Blue Cross Blue Shield — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Steven D. Eisenberg Cpa, P,.A — Schedule C compensation
- Venable Law Firm, P.A. — Schedule C compensation
- Bha Consulting — Schedule C compensation