2023 Form 5500 filing — Florida Ubc Supplemental Pension Plan
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 20250127141706NAL0012170225001) for Florida Ubc Supplemental Pension Plan, reported by Trustees Of The Florida Ubc Supplemental Pension Plan under EIN 58-2437220 and plan number 001. It reports 6,111 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250127141706NAL0012170225001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of The Florida Ubc Supplemental Pension Plan
- EIN
- 58-2437220
- Plan number
- 001
- Location
- Goodlettsville, TN
- Participants
- 6,111
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $82,927,730
- Total liabilities (EOY)
- $484,672
- Net assets (EOY)
- $82,443,058
- Employer contributions
- $5,928,582
- Total income / additions
- $11,747,110
- Benefits paid
- $4,392,281
- Administrative expenses
- $432,685
- Total expenses
- $4,824,966
- Net increase / (decrease)
- $6,922,144
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southern Benefit Administrator | NONE | $74,707 | not reported in the loaded dataset |
| Pnc Wealth Management | NONE | $65,201 | not reported in the loaded dataset |
| Foundry Partners, LLC | NONE | $63,075 | not reported in the loaded dataset |
| Johnson Asset Management | NONE | $51,842 | not reported in the loaded dataset |
| Smith Graham & Co. | NONE | $36,394 | not reported in the loaded dataset |
| Jp Morgan Chase Bank | NONE | $27,219 | not reported in the loaded dataset |
| Investment Performance Service | NONE | $26,000 | not reported in the loaded dataset |
| The Bank Of New York | NONE | $25,647 | not reported in the loaded dataset |
| Lapadula Carlson & Co. | NONE | $20,164 | not reported in the loaded dataset |