Florida Ubc Supplemental Pension Plan — Form 5500 plan (Trustees Of The Florida Ubc Supplemental Pension Plan)
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 Supplemental Pension Plan is a benefit plan reported by Trustees Of The Florida Ubc Supplemental Pension Plan under EIN 58-2437220 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,111 participants and $82,927,730 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of The Florida Ubc Supplemental Pension Plan
- EIN
- 58-2437220
- Plan number
- 001
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 6,111
- End-of-year plan assets
- $82,927,730
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,111 | H, C | 20250127141706NAL0012170225001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $82,927,730
- Total liabilities (EOY)
- $484,672
- Net assets (EOY)
- $82,443,058
- Net assets (BOY)
- $75,520,914
Income & contributions
- Employer contributions
- $5,928,582
- Total contributions
- $5,928,582
- Total income / additions
- $11,747,110
Expenses & distributions
- Benefits paid
- $4,392,281
- Administrative expenses
- $432,685
- Total expenses
- $4,824,966
- Net increase / (decrease)
- $6,922,144
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southern Benefit Administrator | NONE | $74,707 | not reported in the loaded dataset | 2023 |
| Pnc Wealth Management | NONE | $65,201 | not reported in the loaded dataset | 2023 |
| Foundry Partners, LLC | NONE | $63,075 | not reported in the loaded dataset | 2023 |
| Johnson Asset Management | NONE | $51,842 | not reported in the loaded dataset | 2023 |
| Smith Graham & Co. | NONE | $36,394 | not reported in the loaded dataset | 2023 |
| Jp Morgan Chase Bank | NONE | $27,219 | not reported in the loaded dataset | 2023 |
| Investment Performance Service | NONE | $26,000 | not reported in the loaded dataset | 2023 |
| The Bank Of New York | NONE | $25,647 | not reported in the loaded dataset | 2023 |
| Lapadula Carlson & Co. | NONE | $20,164 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of The Florida Ubc Supplemental Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Southern Benefit Administrator — Schedule C compensation
- Pnc Wealth Management — Schedule C compensation
- Foundry Partners, LLC — Schedule C compensation
- Johnson Asset Management — Schedule C compensation
- Smith Graham & Co. — Schedule C compensation
- Jp Morgan Chase Bank — Schedule C compensation
- Investment Performance Service — Schedule C compensation
- The Bank Of New York — Schedule C compensation
- Lapadula Carlson & Co. — Schedule C compensation