# Trustees Of Southern District Ubc Health Trust 401(k) Plan
Source: https://planprovider.pro/companies/trustees-of-southern-district-ubc-health-trust-746075997-501

> Trustees Of Southern District Ubc Health Trust's 401(k) plan: 10,466 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/calibre-cpa-group-pllc) — Auditor

- [LAPADULA CARLSON & CO.](https://planprovider.pro/provider/lapadula-carlson-co) — Auditor

- [US BANK](https://planprovider.pro/provider/john-hancock) — Recordkeeper

- [CLIFTONLARSONALLEN, LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

- [THE WAGNER LAW GROUP](https://planprovider.pro/provider/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|

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