Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Southern District Ubc Defined Contribution F
- Sponsor EIN: 710851216
- Sponsor Address: 2001 CALDWELL DR., GOODLETTSVILLE, TN, 370723589
- Plan Type: DC
- Total Participants: 51,643
- Total Assets: $1.2B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 51,643 | $1.2B | $49.7M | $355,273 |
| 2023 | 15,271 | $261.3M | $15.0M | $302,926 |
| 2022 | 16,820 | $186.1M | $15.4M | $714,030 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS | Other Service Provider | $528,436 | — | $528,436 |
| THE YOUNGDAHL LAW FIRM, P.C. | Other Service Provider | $318,010 | — | $318,010 |
| ULLICO INVESTMENT ADVISORS | Recordkeeper | $229,756 | — | $229,756 |
| CRESCENT CREDIT SOLUTIONS | Other Service Provider | $111,052 | — | $111,052 |
| AMALGAMATED BANK | Other Service Provider | $109,065 | — | $109,065 |
| LOOMIS, SAYLES & COMPANY, L.P. | Other Service Provider | $99,548 | — | $99,548 |
| CALIBRE CPA GROUP PLLC | Auditor | $72,704 | — | $72,704 |
| BLACKSTONE INFRASTRUCTURE | Other Service Provider | $56,835 | — | $56,835 |
| AMERICAN REALTY ADVISORS | Other Service Provider | $51,540 | — | $51,540 |
| ALAN D BILLER ASSOCIATES, INC. | ERISA Attorney | $50,000 | — | $50,000 |
| REYNOLDS CONSULTING, LLC | Other Service Provider | $36,831 | — | $36,831 |
| DANIELS, IRWIN & AYLOR | Auditor | $32,300 | — | $32,300 |
| ASB CAPITAL MANAGEMENT, LLC | Other Service Provider | $30,784 | — | $30,784 |
| PRUDENTIAL FINANCIAL | Other Service Provider | $25,074 | — | $25,074 |
| EAGLE ASSET MANAGEMENT | Other Service Provider | $21,532 | — | $21,532 |
| PACIFIC INCOME ADVISORS | Other Service Provider | $18,371 | — | $18,371 |
| WILMINGTON TRUST | Other Service Provider | $18,009 | — | $18,009 |
| PNC WEALTH MANAGEMENT | Other Service Provider | $17,882 | — | $17,882 |
| LAPADULA CARLSON & CO. | Auditor | $17,465 | — | $17,465 |
| OSBORN CARREIRO & ASSOCIATES | Other Service Provider | $17,400 | — | $17,400 |
| INVESCO TRUST COMPANY | Other Service Provider | $16,903 | — | $16,903 |
| MACKAY SHIELDS | Other Service Provider | $11,195 | — | $11,195 |
| JP MORGAN CHASE BANK | Recordkeeper | $10,739 | — | $10,739 |
| ATLANTA CAPITAL MANAGEMENT | Other Service Provider | $10,649 | — | $10,649 |
| WEDGE CAPITAL MANAGEMENT, LLP | Other Service Provider | $10,014 | — | $10,014 |
| DANA INVESTMENT ADVISORS, INC | Other Service Provider | $8,550 | — | $8,550 |
| FOUNDRY PARTNERS, LLC | Other Service Provider | $8,476 | — | $8,476 |
| BNY MELLON | Other Service Provider | $7,911 | — | $7,911 |
| ZENITH AMERICAN SOLUTIONS | Other Service Provider | $6,612 | — | $6,612 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ULLICO INVESTMENT ADVISORS — Recordkeeper
- CALIBRE CPA GROUP PLLC — Auditor
- ALAN D BILLER ASSOCIATES, INC. — ERISA Attorney
- DANIELS, IRWIN & AYLOR — Auditor
- LAPADULA CARLSON & CO. — Auditor
- JP MORGAN CHASE BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,953,643
- Estimated Expense Ratio: 0.158% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $1,903,165 | $555,842 | $432,999 | $150,101 | — |
| 2023 | $431,104 | $71,476 | $120,200 | $19,191 | — |
| 2022 | $404,963 | $73,138 | $106,800 | — | $148,120 |