Mid-South Regional Council Local 318 Money — Form 5500 plan (Mid-South Regional Council Local 318 Money Purchase Pension Trust)
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 Regional Council Local 318 Money is a benefit plan reported by Mid-South Regional Council Local 318 Money Purchase Pension Trust under EIN 63-0875713 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,341 participants and $48,205,336 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mid-South Regional Council Local 318 Money Purchase Pension Trust
- EIN
- 63-0875713
- Plan number
- 001
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 2,341
- End-of-year plan assets
- $48,205,336
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,341 | H, C | 20250317120008NAL0002366256002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,205,336
- Total liabilities (EOY)
- $16,815
- Net assets (EOY)
- $48,188,521
- Net assets (BOY)
- $41,456,910
Income & contributions
- Employer contributions
- $2,225,229
- Total contributions
- $2,225,229
- Total income / additions
- $9,027,583
Expenses & distributions
- Benefits paid
- $1,963,004
- Administrative expenses
- $332,968
- Total expenses
- $2,295,972
- Net increase / (decrease)
- $6,731,611
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Highland Capital Management | NONE | $114,851 | not reported in the loaded dataset | 2023 |
| Southern Benefit Administrators Inc | NONE | $60,447 | not reported in the loaded dataset | 2023 |
| Boyd Watterson Asset Management | NONE | $0 | $42,619 | 2023 |
| Ullico Investment Advisors | NONE | $39,923 | not reported in the loaded dataset | 2023 |
| Reynolds Consulting, LLC | NONE | $29,717 | not reported in the loaded dataset | 2023 |
| Daniels, Irwin & Aylor | NONE | $20,600 | not reported in the loaded dataset | 2023 |
| Wilmington Trust | NONE | $9,446 | not reported in the loaded dataset | 2023 |
| Quinn, Connor, Weaver & Davies | NONE | $9,000 | not reported in the loaded dataset | 2023 |
| Eaton Vance Trust Company | NONE | $7,397 | not reported in the loaded dataset | 2023 |
| The Youngdahl Law Firm | NONE | $6,250 | not reported in the loaded dataset | 2023 |
| Mutual & Exchange Traded Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mid-South Regional Council Local 318 Money Purchase Pension Trust
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Highland Capital Management — Schedule C compensation
- Southern Benefit Administrators Inc — Schedule C compensation
- Boyd Watterson Asset Management — Schedule C compensation
- Ullico Investment Advisors — Schedule C compensation
- Reynolds Consulting, LLC — Schedule C compensation
- Daniels, Irwin & Aylor — Schedule C compensation
- Wilmington Trust — Schedule C compensation
- Quinn, Connor, Weaver & Davies — Schedule C compensation
- Eaton Vance Trust Company — Schedule C compensation
- The Youngdahl Law Firm — Schedule C compensation
- Mutual & Exchange Traded Funds — Schedule C compensation