# Southern Operators Health Fund Board Of Trustees 401(k) Plan
Source: https://planprovider.pro/companies/southern-operators-health-fund-board-of-trustees-432067325-501

> Southern Operators Health Fund Board Of Trustees's 401(k) plan: 3,209 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southern Operators Health Fund Board Of Trustees

- **Sponsor EIN:** 432067325

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

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 3,209

- **Total Assets:** $33.0M

## 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|3,209|$33.0M|$44.6M|$1.5M|

| 2023|3,055|$29.0M|$41.2M|$1.5M|

| 2022|2,803|$26.0M|$36.8M|$1.5M|

## 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|

| BLUECROSS BLUESHIELD OF GA|Investment Advisor|$1,044,257|—|$1,044,257|

| SOUTHERN BENEFIT ADMINISTRATORS|Other Service Provider|$836,412|—|$836,412|

| SWIFTMD|Other Service Provider|$125,877|—|$125,877|

| MORGAN STANLEY|Recordkeeper|$118,179|—|$118,179|

| STRANCH, JENNINGS & GARVEY PLLC|Other Service Provider|$57,394|—|$57,394|

| DANIELS IRWIN & AYLOR|Auditor|$22,950|—|$22,950|

| NEWTEK TECHNOLOGY SOLUTIONS|Other Service Provider|$18,155|—|$18,155|

| HARPER & PEARSON COMPANY|Other Service Provider|$8,000|—|$8,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BLUECROSS BLUESHIELD OF GA](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

- [MORGAN STANLEY](https://planprovider.pro/provider/jp-morgan-asset-management) — 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:** $2,231,224

- **Estimated Expense Ratio:** 6.755% 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|$3,218,140|$118,179|$816,000|$31,375|—|

| 2023|$3,377,151|$95,141|$776,000|$18,900|—|

| 2022|$2,537,971|$107,245|$756,000|—|$85,115|

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