Back to filter
Original filing (PDF)20251012160010NAL0000921712003
SOUTHERN OPERATORS HEALTH FUND BOARD OF TRUSTEES
Form 5500
FILING_RECEIVED
SOUTHERN OPERATORS HEALTH FUND
Health & welfare plan
Signals · 3
~675 bps in Sched C feesNo recordkeeper disclosed9 service providers
Active participants
3,209
Accounts w/ balance
—
Plan assets (EOY)
$33.0M
Net assets (EOY)
$25.7M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- 675 bps in Schedule C fees — 2229% 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 SOUTHERN OPERATORS HEALTH FUND BOARD OF TRUSTEES.
Plan sponsor
Name
SOUTHERN OPERATORS HEALTH FUND BOARD OF TRUSTEES
EIN
43-2067325
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
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-12
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
Audit & trust (Schedule H)
Auditor
DANIELS, IRWIN & AYLOR
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF GA | 58-1638390 | ATLANTA, GA | NONE | $1.0M | — |
| SOUTHERN BENEFIT ADMINISTRATORS | 62-1116095 | GOODLETTSVILLE, TN | NONE | $836K | — |
| SWIFTMD | — | EXTON, PA | NONE | $126K | — |
| MORGAN STANLEY | 26-4310632 | AUGUSTA, GA | NONE | $118K | — |
| STRANCH, JENNINGS & GARVEY PLLC | 62-0513048 | NASHVILE, TN | NONE | $57K | — |
| DANIELS IRWIN & AYLOR | 62-1802605 | MADISON, TN | NONE | $23K | — |
| NEWTEK TECHNOLOGY SOLUTIONS | — | PHOENIX, AZ | NONE | $18K | — |
| HARPER & PEARSON COMPANY | — | HOUSTON, TX | NONE | $8K | — |
| MONEY MARKET AND 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.