Florida Ubc Health Fund — Form 5500 plan (Trustees Of The Florida Ubc Health 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, Florida Ubc Health Fund is a benefit plan reported by Trustees Of The Florida Ubc Health Fund under EIN 59-6134278 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,351 participants and $29,167,040 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Florida Ubc Health Fund
- EIN
- 59-6134278
- Plan number
- 501
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 1,351
- End-of-year plan assets
- $29,167,040
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,351 | H, C | 20241014160603NAL0026668065001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,167,040
- Total liabilities (EOY)
- $10,647,636
- Net assets (EOY)
- $18,519,404
- Net assets (BOY)
- $15,735,801
Income & contributions
- Employer contributions
- $13,511,544
- Participant contributions
- $349,791
- Total contributions
- $13,861,335
- Total income / additions
- $15,574,314
Expenses & distributions
- Benefits paid
- $12,011,377
- Administrative expenses
- $779,334
- Total expenses
- $12,790,711
- Net increase / (decrease)
- $2,783,603
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Healthcare Insurance | not reported in the loaded dataset | $605,990 | not reported in the loaded dataset | 2023 |
| Southern Benefits Administrator | not reported in the loaded dataset | $450,000 | not reported in the loaded dataset | 2023 |
| Lapadula Carlson & Co. | not reported in the loaded dataset | $33,199 | not reported in the loaded dataset | 2023 |
| Pnc Wealth Management | not reported in the loaded dataset | $26,889 | not reported in the loaded dataset | 2023 |
| Invest Performance Service | not reported in the loaded dataset | $26,000 | not reported in the loaded dataset | 2023 |
| Venable Law Firm | not reported in the loaded dataset | $22,724 | not reported in the loaded dataset | 2023 |
| Post Intermediate Term High Yield | not reported in the loaded dataset | $18,963 | not reported in the loaded dataset | 2023 |
| Law Office Of Alan Eichenbaum | not reported in the loaded dataset | $15,320 | not reported in the loaded dataset | 2023 |
| Bank Of Ny Mellon | not reported in the loaded dataset | $13,069 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Florida Ubc Health Fund
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- United Healthcare Insurance — Schedule C compensation
- Southern Benefits Administrator — Schedule C compensation
- Lapadula Carlson & Co. — Schedule C compensation
- Pnc Wealth Management — Schedule C compensation
- Invest Performance Service — Schedule C compensation
- Venable Law Firm — Schedule C compensation
- Post Intermediate Term High Yield — Schedule C compensation
- Law Office Of Alan Eichenbaum — Schedule C compensation
- Bank Of Ny Mellon — Schedule C compensation