Plan Snapshot
- Plan Sponsor: Southeast Laborers Health Fund
- Sponsor EIN: 237100845
- Sponsor Address: P.O. BOX 1449, GOODLETTSVILLE, TN, 370701449
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 2,810
- Total Assets: $62.1M
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 | 2,810 | $62.1M | $28.2M | $127,433 |
| 2023 | 2,758 | $53.1M | $26.4M | $162,249 |
| 2022 | 2,617 | $45.2M | $24.3M | $168,028 |
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 |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF TN | Other Service Provider | $1,338,704 | $139,886 | $1,478,590 |
| SOUTHERN BENEFIT ADMINISTRATORS | Other Service Provider | $788,833 | — | $788,833 |
| UBS FINANCIAL SERVICES | Recordkeeper | $119,565 | — | $119,565 |
| STRANCH, JENNINGS AND GARVEY PLLC | Other Service Provider | $29,916 | — | $29,916 |
| DANIELS, IRWIN & AYLOR | Auditor | $19,750 | — | $19,750 |
| NEWTEK TECHNOLOGY SOLUTIONS | Other Service Provider | $5,355 | — | $5,355 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES — Recordkeeper
- DANIELS, IRWIN & AYLOR — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,442,009
- Estimated Expense Ratio: 3.931% 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 | $2,559,571 | $119,565 | $751,000 | $19,750 | — |
| 2023 | $2,358,369 | $101,636 | $696,000 | $19,950 | — |
| 2022 | $2,294,563 | $90,498 | $696,000 | — | $73,305 |