Plan Snapshot
- Plan Sponsor: Board Of Trustees Southeastern Ironworker Health Care Plan
- Sponsor EIN: 630334002
- Sponsor Address: P.O. BOX 1449, GOODLETTSVILLE, TN, 37070
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 2,541
- Total Assets: $42.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,541 | $42.3M | $32.1M | $604,971 |
| 2023 | 2,485 | $44.2M | $32.7M | $668,791 |
| 2022 | 2,273 | $40.1M | $27.3M | $603,038 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ANTHEM BLUE CROSS BLUE SHIELD | Investment Advisor | $1,080,508 | — | $1,080,508 |
| SOUTHERN BENEFIT ADMINISTRATORS | Other Service Provider | $702,223 | — | $702,223 |
| MORGAN STANLEY | Investment Advisor | $107,691 | — | $107,691 |
| STEVEN D. EISENBERG CPA, P,.A | Auditor | $54,919 | — | $54,919 |
| VENABLE LAW FIRM, P.A. | ERISA Attorney | $36,397 | — | $36,397 |
| BHA CONSULTING | Other Service Provider | $6,500 | — | $6,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANTHEM BLUE CROSS BLUE SHIELD — Investment Advisor
- MORGAN STANLEY — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,988,238
- Estimated Expense Ratio: 4.704% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $2,122,381 | $107,691 | $672,223 | $54,919 | — |
| 2023 | $1,947,243 | $104,980 | $665,712 | $51,956 | — |
| 2022 | $2,018,604 | $121,631 | $664,532 | — | $79,684 |