# Brd Of Trustees Of The Ubc Healthcare Trust Fund Health & Welfare Plan
Source: https://planprovider.pro/companies/brd-of-trustees-of-the-ubc-healthcare-trust-fund-237331128-501

> Brd Of Trustees Of The Ubc Healthcare Trust Fund's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/slevin-and-hart-pc) — ERISA Attorney

- [NEW ENGLAND PENSION CONSULTANTS](https://planprovider.pro/provider/milliman) — 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|

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