DFX Intelligence
Southern Benefit Administrators
unclassified· TN
unclassified
11 more advisory clients and 33 more Schedule C rows
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
7 days of DFX Intelligence free, then $199/month unless canceled.
Advisory clients on the tape
14
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
14 allocators
- Florida Trowel Trades Pension Trust Fund General consultantthrough Dec 31, 2024 Form 5500
- Tri-State Carpenters and Joiners Pension Trust Fund General consultantthrough Dec 31, 2024 Form 5500
- Sheet Metal Workers Local 85 Pension Fund General consultantPension consultantthrough Dec 31, 2024 Form 5500
+11 more advisory clients
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
Schedule C rows
36 rows, $3.6M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Tri-State Carpenters and Joiners Pension Trust Fund | 2024 | 14 15 16 | NONE | $381,982 |
| NEW Orleans Electrical Pension Fund | 2024 | 14 16 | NONE | $163,688 |
| Plumbers & Pipefitters Local Union No. 572 Pension Fund | 2024 | 14 16 | NONE | $136,157 |
+33 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
7 days of DFX Intelligence free, then $199/month unless canceled.
What changed
- Southern Benefit Administrators appears on Tri-State Carpenters and Joiners Pension Trust Fund's Schedule C as general consultant (plan year 2024 vs 2023)with Southern Benefit Administratorsaskebsa.dol.gov
- Southern Benefit Administrators appears on Florida Trowel Trades Pension Trust Fund's Schedule C as general consultant (plan year 2024 vs 2023)with Southern Benefit Administratorsaskebsa.dol.gov