Plan Snapshot
- Plan Sponsor: Trustees Of Southern District Ubc Health Trust
- Sponsor EIN: 746075997
- Sponsor Address: 2001 CALDWELL DRIVE, GOODLETTSVILLE, TN, 37072
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 10,466
- Total Assets: $237.4M
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 | 10,466 | $237.4M | $78.6M | $715,706 |
| 2023 | 3,175 | $108.6M | $35.9M | $173,055 |
| 2022 | 3,061 | $69.5M | $34.7M | $161,677 |
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 | $2,105,742 | — | $2,105,742 |
| THE YOUNGDAHL LAW FIRM, P.C. | Other Service Provider | $247,432 | — | $247,432 |
| CALIBRE CPA GROUP | Auditor | $105,439 | — | $105,439 |
| OSBORN, CARREIRO & ASSOCIATES, INC. | Other Service Provider | $74,375 | — | $74,375 |
| REGIONS BANK | Other Service Provider | $56,726 | — | $56,726 |
| SCOUT INVESTMENTS | Other Service Provider | $46,060 | — | $46,060 |
| NEEDLES AND ASSOCIATES, LLC | Other Service Provider | $45,348 | — | $45,348 |
| CHARTWELL INVESTMENT PARTNERS | Other Service Provider | $34,739 | — | $34,739 |
| LAPADULA CARLSON & CO. | Auditor | $30,503 | — | $30,503 |
| INVESTMENT CONSULTING SERVICES, LLC | Other Service Provider | $27,782 | — | $27,782 |
| AMERICAN REALTY ADVISORS | Other Service Provider | $23,041 | — | $23,041 |
| ZIEGLER CAPITAL MANAGEMENT | Other Service Provider | $22,334 | — | $22,334 |
| AMALGAMATED BANK | Other Service Provider | $21,014 | — | $21,014 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | Other Service Provider | $17,703 | — | $17,703 |
| US BANK | Recordkeeper | $17,413 | — | $17,413 |
| FM INVESTMENTS, LLC | Other Service Provider | $11,727 | — | $11,727 |
| PNC WEALTH MANAGEMENT | Other Service Provider | $10,706 | — | $10,706 |
| ROYLE VASQUEZ, LLP | Other Service Provider | $8,646 | — | $8,646 |
| SEGAL CONSULTING | Other Service Provider | $8,167 | — | $8,167 |
| CLIFTONLARSONALLEN, LLP | Auditor | $7,559 | — | $7,559 |
| BANK OF NY MELLON | Other Service Provider | $6,447 | — | $6,447 |
| THE WAGNER LAW GROUP | ERISA Attorney | $5,472 | — | $5,472 |
| SIMPSON THACHER & BARLETT, LLP | Other Service Provider | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBRE CPA GROUP — Auditor
- LAPADULA CARLSON & CO. — Auditor
- US BANK — Recordkeeper
- CLIFTONLARSONALLEN, LLP — Auditor
- THE WAGNER LAW GROUP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,939,375
- Estimated Expense Ratio: 1.238% 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 | $3,170,350 | $286,846 | $1,943,910 | $182,434 | — |
| 2023 | $1,162,971 | $89,682 | $712,490 | $57,280 | — |
| 2022 | $1,150,467 | $74,354 | $700,322 | — | $264,808 |