2023 Form 5500 filing — Florida Ubc Health Fund
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014160603NAL0026668065001) for Florida Ubc Health Fund, reported by Trustees Of The Florida Ubc Health Fund under EIN 59-6134278 and plan number 501. It reports 1,351 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014160603NAL0026668065001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The Florida Ubc Health Fund
- EIN
- 59-6134278
- Plan number
- 501
- Location
- Goodlettsville, TN
- Participants
- 1,351
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,167,040
- Total liabilities (EOY)
- $10,647,636
- Net assets (EOY)
- $18,519,404
- Employer contributions
- $13,511,544
- Participant contributions
- $349,791
- Total income / additions
- $15,574,314
- Benefits paid
- $12,011,377
- Administrative expenses
- $779,334
- Total expenses
- $12,790,711
- Net increase / (decrease)
- $2,783,603
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Healthcare Insurance | not reported in the loaded dataset | $605,990 | not reported in the loaded dataset |
| Southern Benefits Administrator | not reported in the loaded dataset | $450,000 | not reported in the loaded dataset |
| Lapadula Carlson & Co. | not reported in the loaded dataset | $33,199 | not reported in the loaded dataset |
| Pnc Wealth Management | not reported in the loaded dataset | $26,889 | not reported in the loaded dataset |
| Invest Performance Service | not reported in the loaded dataset | $26,000 | not reported in the loaded dataset |
| Venable Law Firm | not reported in the loaded dataset | $22,724 | not reported in the loaded dataset |
| Post Intermediate Term High Yield | not reported in the loaded dataset | $18,963 | not reported in the loaded dataset |
| Law Office Of Alan Eichenbaum | not reported in the loaded dataset | $15,320 | not reported in the loaded dataset |
| Bank Of Ny Mellon | not reported in the loaded dataset | $13,069 | not reported in the loaded dataset |