Plan5500

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.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$18.5MPlan net assets, end of year$18,519,404
Participants1.4KCovered participants reported1,351
Assets / participant$21.6KComputed: assets ÷ participants$21,589 (computed)
Provider compensation$1.2M9 Schedule C provider row(s)$1,212,154
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
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,351 participants · 1Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$29.2M total assets
Net assets$18.5MLiabilities$10.6M
Money in vs. money out
Total income / additions$15.6M
Total expenses$12.8M
Benefits paid / distributions$12M
Contributions
Employer$13.5M
Participant$349.8K
Full reported line items

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
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 97%Participant 3%
Total expenses ÷ net assets69%Computed ratio
Benefits paid ÷ total income77%Computed ratio
Provider comp. ÷ net assets7%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    United Healthcare Insurance$606K
    Direct $606K
  2. 2
    Southern Benefits Administrator$450K
    Direct $450K
  3. 3
    Lapadula Carlson & Co.$33.2K
    Direct $33.2K
  4. 4
    Pnc Wealth Management$26.9K
    Direct $26.9K
  5. 5
    Invest Performance Service$26K
    Direct $26K
  6. 6
    Venable Law Firm$22.7K
    Direct $22.7K
  7. 7
    Post Intermediate Term High Yield$19K
    Direct $19K
  8. 8
    Law Office Of Alan Eichenbaum$15.3K
    Direct $15.3K
  9. 9
    Bank Of Ny Mellon$13.1K
    Direct $13.1K

What to inspect next

Frequently asked questions

Who sponsors the Florida Ubc Health Fund?
Florida Ubc Health Fund is reported as sponsored by Trustees Of The Florida Ubc Health Fund (EIN 59-6134278, plan number 501) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Florida Ubc Health Fund?
The latest Form 5500 filing year loaded for Florida Ubc Health Fund is 2023.
How many participants does Florida Ubc Health Fund report?
Florida Ubc Health Fund reports 1,351 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Florida Ubc Health Fund?
Florida Ubc Health Fund reports $29,167,040 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages