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Original filing (PDF)20250409091522NAL0010816515002
JT BD OF TRUSTEES OF SOUTHEASTERN CARP AND MILLWRIGHTS PENSION PLAN
Form 5500
FILING_RECEIVED
SOUTHEASTERN CARPENTERS AND MILLWRIGHTS PENSION PLAN
Defined-contribution retirement plan
Signals · 1
18 service providers
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
8 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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 AND MILLWRIGHTS PENSION PLAN.
Plan sponsor
Name
JT BD OF TRUSTEES OF SOUTHEASTERN CARP AND MILLWRIGHTS PENSION PLAN
EIN
58-6080306
Address
2001 CALDWELL DRIVE · GOODLETTSVILLE, TN · 370721449
Phone
—
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-06-30
Filed
2025-04-09
Pension benefit codes
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
18 rowsOther
18| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOOMIS, SAYLES & COMPANY, L.P. | 20-8080381 | — | NONE | $179K | — |
| ULLICO INVESTMENT ADVISORS | 13-1423090 | — | NONE | $167K | — |
| BARROW, HANLEY, MEWHINNEY & STRAUSS | 75-2403190 | — | NONE | $111K | — |
| CRESCENT CREDIT SOLUTIONS | 86-1529826 | — | NONE | $105K | — |
| SOUTHERN BENEFIT ADMINISTRATORS | 62-1116095 | — | NONE | $80K | — |
| BLACKSTONE INFRASTRUCTURE | — | NEW YORK, NY | NONE | $50K | — |
| EAGLE ASSET MANAGEMENT | 59-2385219 | — | NONE | $44K | — |
| PACIFIC INCOME ADVISORS | 95-4067974 | — | NONE | $39K | — |
| ASB CAPITAL MANAGEMENT, LLC | 80-0618452 | — | NONE | $35K | — |
| MACKAY SHIELDS | 13-4080466 | — | NONE | $34K | — |
| REYNOLDS CONSULTING SERVICES | 20-1899564 | — | NONE | $32K | — |
| DANIELS, IRWIN & AYLOR CPAS | 62-1802605 | — | NONE | $32K | — |
| ARNALL GOLDEN GREGORY | 58-0543673 | — | NONE | $29K | — |
| PRUDENTIAL FINANCIAL | 06-1050034 | — | NONE | $28K | — |
| ATLANTA CAPITAL MANAGEMENT | 58-2236910 | — | NONE | $23K | — |
| AMALGAMATED BANK | 13-4920330 | — | NONE | $19K | — |
| ZIEGLER | 27-2347077 | — | NONE | $16K | — |
| THE YOUNGDAHL LAW FIRM P.C. | 75-3110632 | — | NONE | $6K | — |
Investments
8 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| ASB ALLEGIANCE REAL ESTATE FUND ASB CAPITAL MANAGEMENT LLC · EIN 80-0618245 / PN 001 | Common Collective Trust | $0 | — |
| ASB LABOR EQUITY INDEX FUND ASB CAPITAL MANAGEMENT LLC · EIN 80-0618245 / PN 001 | Common Collective Trust | $0 | — |
| ARROWSTREET INTERNATIONAL EQUITY ARROWSTREET CAPITAL LP · EIN 45-6500555 / PN 003 | Common Collective Trust | $0 | — |
| INVESCO ACTIVE MULTI-SECTOR CREDIT INVESCO · EIN 13-3701273 / PN 001 | Common Collective Trust | $0 | — |
| LOOMIS LARGE CAP GROWTH TRUST LOOMIS SAYLES & COMPANY LP · EIN 20-8080381 / PN 001 | Common Collective Trust | $0 | — |
| LONGVIEW LARGECAP 1000 VALUE INDEX AMALGAMATED BANK · EIN 46-2026448 / PN 018 | Common Collective Trust | $0 | — |
| BLACKROCK MSCI ACWI EX-U.S. INDEX F BLACKROCK INSTITUTIONAL TRUST COMPANY · EIN 33-6371938 / PN 001 | Common Collective Trust | $0 | — |
| LONGVIEW MIDCAP 400 INDEX FUND AMALGAMATED BANK · EIN 13-4920330 / PN 011 | Common Collective Trust | $0 | — |