Ubc Healthcare Trust Fund — Form 5500 plan (Brd Of Trustees Of The Ubc Healthcare Trust Fund)
Plain-English plan 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, Ubc Healthcare Trust Fund is a benefit plan reported by Brd Of Trustees Of The Ubc Healthcare Trust Fund under EIN 23-7331128 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,431 participants and $59,988,721 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brd Of Trustees Of The Ubc Healthcare Trust Fund
- EIN
- 23-7331128
- Plan number
- 501
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 1,431
- End-of-year plan assets
- $59,988,721
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,431 | H, C | 20241114104505NAL0010669171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,988,721
- Total liabilities (EOY)
- $5,150,677
- Net assets (EOY)
- $54,838,044
- Net assets (BOY)
- $54,955,070
Income & contributions
- Employer contributions
- $16,005,746
- Participant contributions
- $38,089
- Total contributions
- $16,043,835
- Total income / additions
- $18,830,583
Expenses & distributions
- Benefits paid
- $17,243,008
- Administrative expenses
- $1,704,601
- Total expenses
- $18,947,609
- Net increase / (decrease)
- -$117,026
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Insurance Companies, Inc. | NONE | $756,558 | not reported in the loaded dataset | 2023 |
| Southern Benefit Administrators | NONE | $444,916 | not reported in the loaded dataset | 2023 |
| Slevin & Hart, P.C. | NONE | $132,859 | not reported in the loaded dataset | 2023 |
| Boston Trust Walden | NONE | $75,097 | $0 | 2023 |
| L.M. Henderson & Company | NONE | $65,720 | not reported in the loaded dataset | 2023 |
| Seix Investment Advisors | NONE | $57,843 | not reported in the loaded dataset | 2023 |
| Consulting & Risk Management Servic | NONE | $43,432 | not reported in the loaded dataset | 2023 |
| Express Scripts | NONE | $33,507 | not reported in the loaded dataset | 2023 |
| New England Pension Consultants | NONE | $31,000 | not reported in the loaded dataset | 2023 |
| Shorett Communications | NONE | $28,318 | not reported in the loaded dataset | 2023 |
| The Segal Company ( Eastern States) | NONE | $19,918 | not reported in the loaded dataset | 2023 |
| First Horizon Bank | NONE | $15,619 | not reported in the loaded dataset | 2023 |
| Rhumbline Advisers Lp | NONE | $5,396 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Brd Of Trustees Of The Ubc Healthcare Trust Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Anthem Insurance Companies, Inc. — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Slevin & Hart, P.C. — Schedule C compensation
- Boston Trust Walden — Schedule C compensation
- L.M. Henderson & Company — Schedule C compensation
- Seix Investment Advisors — Schedule C compensation
- Consulting & Risk Management Servic — Schedule C compensation
- Express Scripts — Schedule C compensation
- New England Pension Consultants — Schedule C compensation
- Shorett Communications — Schedule C compensation
- The Segal Company ( Eastern States) — Schedule C compensation
- First Horizon Bank — Schedule C compensation
- Rhumbline Advisers Lp — Schedule C compensation