Back to filter
Original filing (PDF)20260216113008NAL0004826176001
BOARD OF TRUSTEES - SOUTHEAST LABORERS SUPPLEMENTAL PENSION FUND
Form 5500
FILING_RECEIVED
SOUTHEAST LABORERS SUPPLEMENTAL PENSION FUND
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
7,142
Accounts w/ balance
22,832
Plan assets (EOY)
$48.7M
Net assets (EOY)
$48.7M
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOARD OF TRUSTEES - SOUTHEAST LABORERS SUPPLEMENTAL PENSION FUND.
Plan sponsor
Name
BOARD OF TRUSTEES - SOUTHEAST LABORERS SUPPLEMENTAL PENSION FUND
EIN
30-0625287
Address
P.O. BOX 1449 · GOODLETTSVILLE, TN · 370701449
Phone
(615) 859-0131
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2026-02-16
Pension benefit codes
2C · Money purchase (other than target benefit)
Audit & trust (Schedule H)
Auditor
DANIELS, IRWIN & AYLOR
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS | 62-1116095 | GOODLETTSVILLE, TN | NONE | $127K | — |
| UBS FINANCIAL SERVICES | 13-2638166 | NASHVILE, TN | NONE | $47K | — |
| DANIELS IRWIN & AYLOR | 62-1802605 | MADISON, TN | NONE | $14K | — |
| STRANCH, JENNINGS & GARVEY | 62-0513048 | NASHVILE, TN | NONE | $7K | — |
| MONEY MARKET & MUTUAL FUNDS | — | — | NONE | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.