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Original filing (PDF)20260310115517NAL0003539505001
SOUTHEAST LABORERS TRAINING AND APPRENTICESHIP FUND
Form 5500
FILING_RECEIVED
SOUTHEAST LABORERS TRAINING AND APPRENTICESHIP FUND
Health & welfare plan
Signals · 3
~918 bps in Sched C feesNo recordkeeper disclosed21 service providers
Active participants
4,821
Accounts w/ balance
—
Plan assets (EOY)
$13.0M
Net assets (EOY)
$13.0M
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
- 918 bps in Schedule C fees — 3067% 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 SOUTHEAST LABORERS TRAINING AND APPRENTICESHIP FUND.
Plan sponsor
Name
SOUTHEAST LABORERS TRAINING AND APPRENTICESHIP FUND
EIN
58-6112929
Address
401 COMMERCE ST STE 5300 · NASHVILLE, TN · 372192506
Phone
(678) 937-1672
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-10
Welfare benefit codes
4J · Apprenticeship and Training
Audit & trust (Schedule H)
Auditor
TED SOILEAU CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
21 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | 13-2638116 | NASHVILLE, TN | INVESTMENT CUSTODIAN | $17K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TED SOILEAU CPA LLC | 45-1621265 | BATON ROUGE, LA | FUND AUDITOR | $73K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRANSTETTER STRANCH & JENNINGS PLLC | 62-0513048 | NASHVILLE, TN | ATTORNEY | $11K | — |
Other
18| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| APRIL THOMAS | 58-6112929 | NASHVILLE, TN | EMPLOYEE | $165K | — |
| RICKY FARNER | 58-6112929 | NASHVILLE, TN | EMPLOYEE | $91K | — |
| RANDALL E RICKMAN | 58-6112929 | NASHVILLE, TN | EMPLOYEE | $89K | — |
| KENNETH R KIENTZEL JR | 58-6112929 | NASHVILLE, TN | EMPLOYEE | $78K | — |
| ROBERT KELLY | 58-6112929 | NASHVILLE, TN | EMPLOYEE | $72K | — |
| DILLON M WILSON | 58-6112929 | NASHVILLE, TN | EMPLOYEE | $70K | — |
| DONNA J WEATHERFORD | 58-6112929 | NASHVILLE, TN | EMPLOYEE | $69K | — |
| MICHAEL B MESSAMORE | 58-6112929 | NASHVILLE, TN | EMPLOYEE | $68K | — |
| COREY M BUCK | 58-6112929 | NASHVILLE, TN | EMPLOYEE | $68K | — |
| CHRISTOPHER R BROWN | 58-6112929 | NASHVILLE, TN | EMPLOYEE | $66K | — |
| RODNEY D BOND | 58-6112929 | NASHVILLE, TN | EMPLOYEE | $66K | — |
| ALLEN D PARHAM | 58-6112929 | NASHVILLE, TN | EMPLOYEE | $39K | — |
| SOUTHERN BENEFIT ADMINISTRATORS | 62-1116095 | GOODLETTSVILLE, TN | ADMINSTRATOR | $36K | — |
| LIBBY SACCOCCIA | 58-6112929 | NASHVILLE, TN | EMPLOYEE | $33K | — |
| JERRY W REPKA II | 58-6112929 | NASHVILLE, TN | EMPLOYEE | $30K | — |
| GREGORY S TACKETT | 58-6112929 | NASHVILLE, TN | EMPLOYEE | $26K | — |
| BRIAN PALMER | 58-6112929 | NASHVILLE, TN | EMPLOYEE | $18K | — |
| SYDNEY Y HANSEN | 58-6112929 | NASHVILLE, TN | EMPLOYEE | $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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