# Southeast Laborers Health Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/southeast-laborers-health-fund-237100845-501

> Southeast Laborers Health Fund's Health & Welfare plan: 2,810 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/aspire-financial-services) — Recordkeeper

- [DANIELS, IRWIN & AYLOR](https://planprovider.pro/provider/daniels-irwin-and-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|

## Similar Plans

- [Sheet Metal Workers National Health Fund](https://planprovider.pro/companies/sheet-metal-workers-national-health-fund-521466749-501) — 4,309 participants

- [Bd Of Trustees - Millwright L.U. No. 1554 Supplemental Pension Plan](https://planprovider.pro/companies/bd-of-trustees-millwright-l-u-no-1554-supplemental-pension-plan-plan) — 2,172 participants

- [Tennessee/North Carolina Carpenters And Millwrights Pension](https://planprovider.pro/companies/tennessee-north-carolina-carpenters-and-millwrights-pension-plan) — 2,085 participants

- [Itg Communications, LLC](https://planprovider.pro/companies/itg-communications-llc-401k-plan) — 1,796 participants

- [Trustees Of The Plumbers, Pipefitters And Hvac Technicians Local Union](https://planprovider.pro/companies/trustees-of-the-plumbers-pipefitters-and-hvac-technicians-local-union-834459073-001) — 1,562 participants

- [Board Of Trustees - Insulators Local No. 37 Retirement Plan](https://planprovider.pro/companies/board-of-trustees-insulators-local-no-37-retirement-plan-plan) — 1,198 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/southeast-laborers-health-fund-237100845-501)

© 2026 PlanProvider.Pro