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Original filing (PDF)20250410124252NAL0011755715001
JT BD OF TRUSTEES OF SOUTHEASTERN CARP & MILLWRIGHTS HEALTH PLAN
Form 5500
FILING_RECEIVED
SOUTHEASTERN CARPENTERS AND MILLWRIGHTS HEALTH PLAN
Health & welfare plan
Signals · 1
8 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JT BD OF TRUSTEES OF SOUTHEASTERN CARP & MILLWRIGHTS HEALTH PLAN.
Plan sponsor
Name
JT BD OF TRUSTEES OF SOUTHEASTERN CARP & MILLWRIGHTS HEALTH PLAN
EIN
58-6066597
Address
P.O. BOX 1449 · GOODLETTSVILLE, TN · 37070
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
2024-06-30
Filed
2025-04-10
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4U · Dependent Care
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 |
|---|---|---|---|---|---|
| ANTHEM BLUE CROSS BLUE SHIELD OF VA | 54-0357120 | — | NONE | $417K | — |
| SOUTHERN BENEFIT ADMINISTRATORS | 62-1116095 | — | NONE | $334K | — |
| DANIELS, IRWIN & AYLOR | 62-1802605 | — | NONE | $32K | — |
| ARNALL GOLDEN GREGORY LLP | 58-0543673 | — | NONE | $30K | — |
| EMPATHIA, INC. | — | WAUKESHA, WI | NONE | $13K | — |
| ATLANTA CAPITAL MANAGEMENT | 58-2236910 | — | NONE | $12K | — |
| TRUIST BANK | 58-0466330 | — | NONE | $7K | — |
| THE YOUNGDAHL LAW FIRM PC | — | HOUSTON, TX | NONE | $6K | — |
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.