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Original filing (PDF)20251014124049NAL0001357203004
LOCAL 666 BENEFIT TRUST FUND
Form 5500
FILING_RECEIVED
LOCAL 666 BENEFIT TRUST FUND
Health & welfare plan
Signals · 3
~151 bps in Sched C feesNo recordkeeper disclosed8 service providers
Active participants
1,165
Accounts w/ balance
—
Plan assets (EOY)
$40.7M
Net assets (EOY)
$40.4M
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
- 151 bps in Schedule C fees — 419% 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 LOCAL 666 BENEFIT TRUST FUND.
Plan sponsor
Name
LOCAL 666 BENEFIT TRUST FUND
EIN
54-0848799
Address
2001 CALDWELL DRIVE · GOODLETTSVILLE, TN · 37072
Phone
(615) 859-0131
Industry
Electrical Contractors· 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
2025-10-14
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
CALIBRE CPA GROUP, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsOther
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS INC | 62-1116095 | — | NONE | $225K | — |
| THE SEGAL COMPANY | 13-2619259 | — | NONE | $183K | — |
| RICHMOND CAPITAL MANAGEMENT | 54-1288566 | — | NONE | $65K | — |
| WITHUM SMITH BROWN | 52-1044197 | — | NONE | $52K | — |
| SEMO LAW GROUP | 47-0959287 | — | NONE | $41K | — |
| CALIBRE CPA GROUP, PLLC | 47-0900880 | — | NONE | $25K | — |
| PRINCIPAL CUSTODY SOLUTIONS | 42-1520346 | — | NONE | $17K | — |
| MURPHY ANDERSON, PLLC | — | WASHINGTON, DC | NONE | $5K | — |
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.
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