Southwest Laborers' Health And Welfare Plan — Form 5500 plan (Board Of Trustees - Southwest Laborers' Health And Welfare 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, Southwest Laborers' Health And Welfare Plan is a benefit plan reported by Board Of Trustees - Southwest Laborers' Health And Welfare Plan under EIN 74-6104544 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,571 participants and $12,581,666 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees - Southwest Laborers' Health And Welfare Plan
- EIN
- 74-6104544
- Plan number
- 501
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 1,571
- End-of-year plan assets
- $12,581,666
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,571 | H, C | 20241015000009NAL0013958227001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,581,666
- Total liabilities (EOY)
- $1,926,964
- Net assets (EOY)
- $10,654,702
- Net assets (BOY)
- $12,297,864
Income & contributions
- Employer contributions
- $13,175,323
- Participant contributions
- $64,426
- Total contributions
- $13,239,749
- Total income / additions
- $16,884,204
Expenses & distributions
- Benefits paid
- $17,030,294
- Administrative expenses
- $1,497,072
- Total expenses
- $18,527,366
- Net increase / (decrease)
- -$1,643,162
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Illinois | NONE | $695,976 | $0 | 2023 |
| Southern Benefit Administrators | NONE | $408,000 | not reported in the loaded dataset | 2023 |
| Ryan Benefits, Inc. | NONE | $75,193 | not reported in the loaded dataset | 2023 |
| Healthsmart | NONE | $57,592 | not reported in the loaded dataset | 2023 |
| Swiftmd | NONE | $37,238 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services, Inc. | NONE | $24,837 | $0 | 2023 |
| Robein, Urann, Spencer, Picard Aplc | NONE | $18,045 | not reported in the loaded dataset | 2023 |
| Daniels, Irwin & Aylor | NONE | $15,910 | not reported in the loaded dataset | 2023 |
| Wells Fargo Bank | NONE | $452 | not reported in the loaded dataset | 2023 |
| Money Market, Mutual & Etfs | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees - Southwest Laborers' Health And Welfare Plan
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Blue Cross Blue Shield Of Illinois — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Ryan Benefits, Inc. — Schedule C compensation
- Healthsmart — Schedule C compensation
- Swiftmd — Schedule C compensation
- Ubs Financial Services, Inc. — Schedule C compensation
- Robein, Urann, Spencer, Picard Aplc — Schedule C compensation
- Daniels, Irwin & Aylor — Schedule C compensation
- Wells Fargo Bank — Schedule C compensation
- Money Market, Mutual & Etfs — Schedule C compensation