Gulf Coast Carpenters And Millwrights Health Trust — Form 5500 plan (Trustees Of Gulf Coast Carpenters And Millwrights Health 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, Gulf Coast Carpenters And Millwrights Health Trust is a benefit plan reported by Trustees Of Gulf Coast Carpenters And Millwrights Health Trust under EIN 74-6075997 and plan number 501. The latest loaded filing year is 2023. The filing reports 3,075 participants and $108,584,176 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Gulf Coast Carpenters And Millwrights Health Trust
- EIN
- 74-6075997
- Plan number
- 501
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 3,075
- End-of-year plan assets
- $108,584,176
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,075 | H, C | 20241015143602NAL0056706978005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $108,584,176
- Total liabilities (EOY)
- $27,533,264
- Net assets (EOY)
- $81,050,912
- Net assets (BOY)
- $51,897,004
Income & contributions
- Employer contributions
- $35,850,234
- Participant contributions
- $173,055
- Total contributions
- $36,023,289
- Total income / additions
- $42,946,029
Expenses & distributions
- Benefits paid
- $41,081,638
- Administrative expenses
- $1,162,971
- Total expenses
- $42,244,609
- Net increase / (decrease)
- $701,420
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southern Benefit Administrators | NONE | $766,167 | $0 | 2023 |
| The Youngdahl Law Firm, P.C. | NONE | $113,520 | $0 | 2023 |
| Calibre Cpa Group | NONE | $60,011 | $0 | 2023 |
| Scout Investments | NONE | $55,638 | $0 | 2023 |
| Segal Consulting | NONE | $44,917 | $0 | 2023 |
| Ziegler Capital Management | NONE | $19,258 | $0 | 2023 |
| Investment Consulting Services, LLC | NONE | $15,391 | $0 | 2023 |
| Regions Bank | NONE | $15,297 | $0 | 2023 |
| Us Bank | NONE | $6,359 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Gulf Coast Carpenters And Millwrights Health Trust
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Southern Benefit Administrators — Schedule C compensation
- The Youngdahl Law Firm, P.C. — Schedule C compensation
- Calibre Cpa Group — Schedule C compensation
- Scout Investments — Schedule C compensation
- Segal Consulting — Schedule C compensation
- Ziegler Capital Management — Schedule C compensation
- Investment Consulting Services, LLC — Schedule C compensation
- Regions Bank — Schedule C compensation
- Us Bank — Schedule C compensation