# Southern Benefit Administrators, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/southern-benefit-administrators-inc-387136424-501

> Southern Benefit Administrators, INC.'s Health & Welfare plan: 173 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southern Benefit Administrators, INC.

- **Sponsor EIN:** 387136424

- **Sponsor Address:** P.O. BOX 1449, GOODLETTSVILLE, TN, 370701449

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 173

- **Total Assets:** $164,723

## 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|173|$164,723|$1.8M|$0|

| 2023|176|$464,507|$1.8M|$4,094|

| 2022|171|$533,686|$1.8M|$19,680|

## 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|

| DANIELS, IRWIN & AYLOR, CPA'S|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$82,319|—|—|—|—|

| 2023|$78,651|—|—|—|—|

| 2022|$77,984|—|—|—|—|

## Similar Plans

- [Board Of Trustees Of The Southern District Ubc Defined Contribution F](https://planprovider.pro/companies/board-of-trustees-of-the-central-south-carpenters-and-millwrights-defi-plan) — 51,643 participants

- [Smart Retirement Solutions, INC.](https://planprovider.pro/companies/smart-retirement-solutions-inc-401k-plan) — 6,378 participants

- [Trustees Of The Florida Ubc Supplemental Pension Plan](https://planprovider.pro/companies/trustees-of-the-florida-ubc-supplemental-pension-plan-plan) — 6,292 participants

- [Administrative Group, LLC Dba Transamerica Fiduciary Services](https://planprovider.pro/companies/administrative-group-llc-dba-transamerica-fiduciary-services-401k-plan-008) — 4,941 participants

- [Board Of Trustees Southeastern Ironworker Health Care Plan](https://planprovider.pro/companies/board-of-trustees-southeastern-ironworker-health-care-plan-630334002-501) — 2,541 participants

- [Iron Workers District Council Of Tn & Vicinity Annuity Plan](https://planprovider.pro/companies/iron-workers-district-council-of-tn-vicinity-annuity-plan-plan) — 2,432 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/southern-benefit-administrators-inc-387136424-501)

© 2026 PlanProvider.Pro