Plan Snapshot
- Plan Sponsor: Brd Of Trustees Of The Ubc Healthcare Trust Fund
- Sponsor EIN: 237331128
- Sponsor Address: P.O. BOX 1449, GOODLETTSVILLE, TN, 37070
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 962 | $62.8M | $15.3M | $51,740 |
| 2023 | 1,336 | $60.0M | $16.0M | $38,089 |
| 2022 | 1,425 | $59.0M | $14.2M | $10,825 |
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 |
|---|---|---|---|---|
| ANTHEM INSURANCE COMPANIES, INC. | Other Service Provider | $642,804 | — | $642,804 |
| SOUTHERN BENEFIT ADMINISTRATORS | Other Service Provider | $396,019 | — | $396,019 |
| SLEVIN & HART, P.C. | ERISA Attorney | $139,957 | — | $139,957 |
| BOSTON TRUST WALDEN | Other Service Provider | $70,964 | — | $70,964 |
| L.M. HENDERSON & COMPANY | Other Service Provider | $57,631 | — | $57,631 |
| SEIX INVESTMENT ADVISORS | Other Service Provider | $56,906 | — | $56,906 |
| CONSULTING & RISK MANAGEMENT SERVIC | Other Service Provider | $39,271 | — | $39,271 |
| NEW ENGLAND PENSION CONSULTANTS | Recordkeeper | $31,000 | — | $31,000 |
| THE SEGAL COMPANY ( EASTERN STATES) | Other Service Provider | $28,400 | — | $28,400 |
| EXPRESS SCRIPTS | Other Service Provider | $27,078 | — | $27,078 |
| FIRST HORIZON BANK | Other Service Provider | $14,874 | — | $14,874 |
| UNITED ACTUARIAL SERVICES INC | Other Service Provider | $7,000 | — | $7,000 |
| VANGUARD | Other Service Provider | $5,737 | — | $5,737 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SLEVIN & HART, P.C. — ERISA Attorney
- NEW ENGLAND PENSION CONSULTANTS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,517,641
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 |
|---|---|---|---|---|---|
| 2025 | $11,511,214 | — | $787,172 | $62,182 | — |
| 2024 | $1,555,100 | — | $1,017,817 | $57,631 | — |
| 2023 | $1,704,601 | — | $1,153,563 | $65,720 | — |
| 2022 | $1,577,844 | $206,366 | $1,050,574 | — | $217,464 |