Plan Snapshot
- Plan Sponsor: Trustees Of The Florida Ubc Supplemental Pension Plan
- Sponsor EIN: 582437220
- Sponsor Address: PO BOX 1449, GOODLETTSVILLE, TN, 370701449
- Plan Type: DC
- Plan Number: 001
- Total Participants: 6,292
- Total Assets: $82.9M
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. |
|---|---|---|---|---|
| 2023 | 6,292 | $82.9M | $5.9M | $0 |
| 2022 | 6,111 | $75.8M | $5.7M | $0 |
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 ADMINISTRATOR | Other Service Provider | $74,707 | — | $74,707 |
| PNC WEALTH MANAGEMENT | Other Service Provider | $65,201 | — | $65,201 |
| FOUNDRY PARTNERS, LLC | Other Service Provider | $63,075 | — | $63,075 |
| JOHNSON ASSET MANAGEMENT | Other Service Provider | $51,842 | — | $51,842 |
| SMITH GRAHAM & CO. | Other Service Provider | $36,394 | — | $36,394 |
| JP MORGAN CHASE BANK | Recordkeeper | $27,219 | — | $27,219 |
| INVESTMENT PERFORMANCE SERVICE | Other Service Provider | $26,000 | — | $26,000 |
| THE BANK OF NEW YORK | Other Service Provider | $25,647 | — | $25,647 |
| LAPADULA CARLSON & CO. | Auditor | $20,164 | — | $20,164 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN CHASE BANK — Recordkeeper
- LAPADULA CARLSON & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $390,249
- Estimated Expense Ratio: 0.471% 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 |
|---|---|---|---|---|---|
| 2023 | $432,685 | $298,442 | $72,800 | $20,164 | — |
| 2022 | $422,943 | $292,903 | $72,000 | — | $24,421 |