2023 Form 5500 filing — Ubc Healthcare Trust 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 20241114104505NAL0010669171001) for Ubc Healthcare Trust Fund, reported by Brd Of Trustees Of The Ubc Healthcare Trust Fund under EIN 23-7331128 and plan number 501. It reports 1,431 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241114104505NAL0010669171001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Brd Of Trustees Of The Ubc Healthcare Trust Fund
- EIN
- 23-7331128
- Plan number
- 501
- Location
- Goodlettsville, TN
- Participants
- 1,431
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,988,721
- Total liabilities (EOY)
- $5,150,677
- Net assets (EOY)
- $54,838,044
- Employer contributions
- $16,005,746
- Participant contributions
- $38,089
- Total income / additions
- $18,830,583
- Benefits paid
- $17,243,008
- Administrative expenses
- $1,704,601
- Total expenses
- $18,947,609
- Net increase / (decrease)
- -$117,026
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Insurance Companies, Inc. | NONE | $756,558 | not reported in the loaded dataset |
| Southern Benefit Administrators | NONE | $444,916 | not reported in the loaded dataset |
| Slevin & Hart, P.C. | NONE | $132,859 | not reported in the loaded dataset |
| Boston Trust Walden | NONE | $75,097 | $0 |
| L.M. Henderson & Company | NONE | $65,720 | not reported in the loaded dataset |
| Seix Investment Advisors | NONE | $57,843 | not reported in the loaded dataset |
| Consulting & Risk Management Servic | NONE | $43,432 | not reported in the loaded dataset |
| Express Scripts | NONE | $33,507 | not reported in the loaded dataset |
| New England Pension Consultants | NONE | $31,000 | not reported in the loaded dataset |
| Shorett Communications | NONE | $28,318 | not reported in the loaded dataset |
| The Segal Company ( Eastern States) | NONE | $19,918 | not reported in the loaded dataset |
| First Horizon Bank | NONE | $15,619 | not reported in the loaded dataset |
| Rhumbline Advisers Lp | NONE | $5,396 | not reported in the loaded dataset |