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Original filing (PDF)20251011163007NAL0008596481001
MEMPHIS CONSTRUCTION BENEFIT FUND
Form 5500
FILING_RECEIVED
MEMPHIS CONSTRUCTION BENEFIT FUND
Health & welfare plan
Signals · 3
~374 bps in Sched C feesNo recordkeeper disclosed7 service providers
Active participants
250
Accounts w/ balance
—
Plan assets (EOY)
$7.0M
Net assets (EOY)
$6.4M
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
- 374 bps in Schedule C fees — 619% above peer band of 52 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 MEMPHIS CONSTRUCTION BENEFIT FUND.
Plan sponsor
Name
MEMPHIS CONSTRUCTION BENEFIT FUND
EIN
62-0933920
Address
P.O. BOX 1449 · GOODLETTSVILLE, TN · 370701449
Phone
(901) 345-5825
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
2025-10-11
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
DANIELS, IRWIN & AYLOR, CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED HEALTHCARE | 36-2739571 | MINNEAPOLIS, MN | NONE | $117K | — |
| SOUTHERN BENEFIT ADMINISTRATORS | 62-1116095 | GOODLETTSVILLE, TN | NONE | $88K | — |
| ATLANTA CAPITAL MANAGEMENT | 58-2236910 | ATLANTA, GA | NONE | $20K | — |
| DANIELS, IRWIN & AYLOR | 62-1802605 | MADISON, TN | NONE | $15K | — |
| GODWIN, MORRIS, LAURENZI & BLOOMFIE | 62-1371542 | MEMPHIS, TN | NONE | $8K | — |
| VIVEKA HEALTH | 86-2467157 | MIAMI, FL | NONE | $7K | — |
| FIRST HORIZON BANK | — | MEMPHIS, TN | 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.
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