# Joint Board Of Trustees South Central Laborers H&W Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/joint-board-of-trustees-south-central-laborers-h-w-fund-726029088-501

> Joint Board Of Trustees South Central Laborers H&W Fund's Health & Welfare plan: 48 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joint Board Of Trustees South Central Laborers H&W Fund

- **Sponsor EIN:** 726029088

- **Sponsor Address:** PO BOX 1449, GOODLETTSVILLE, TN, 370701449

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 48

- **Total Assets:** $6.1M

## 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|48|$6.1M|$481,073|$3,666|

| 2023|55|$5.7M|$510,066|$7,104|

| 2022|41|$5.1M|$412,163|$749|

## 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|

| SOUTHERN BENEFIT ADMINISTRATORS|Recordkeeper|$90,000|—|$90,000|

| EXPRESS SCRIPTS|Other Service Provider|$46,494|—|$46,494|

| TED SOILEAU CPA LLC|Other Service Provider|$25,034|—|$25,034|

| STRANCH, JENNINGS & GARVEY|ERISA Attorney|$10,515|—|$10,515|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $172,043

- **Estimated Expense Ratio:** 2.817% 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|$156,195|$5,396|$90,000|$25,034|—|

| 2023|$123,335|$100|$90,000|$21,540|—|

| 2022|$123,561|$100|$90,000|—|$25,089|

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