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Original filing (PDF)20250603140055NAL0010279121001
TRUSTEES OF THE FLORIDA UBC SUPPLEMENTAL PENSION PLAN
Form 5500
FILING_RECEIVED
FLORIDA UBC SUPPLEMENTAL PENSION PLAN
Defined-contribution retirement plan
Signals · 2
Late filing · 0.6 mo10 service providers
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
98
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.6 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTEES OF THE FLORIDA UBC SUPPLEMENTAL PENSION PLAN.
Plan sponsor
Name
TRUSTEES OF THE FLORIDA UBC SUPPLEMENTAL PENSION PLAN
EIN
58-2437220
Address
PO BOX 1449 · GOODLETTSVILLE, TN · 37070
Phone
(800) 831-4914
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-06-30
Filed
2025-06-03
Pension benefit codes
2C · Money purchase (other than target benefit)
Audit & trust (Schedule H)
Auditor
LAPADULA CARLSON + CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS | 62-1116095 | — | NONE | $41K | — |
| PNC WEALTH MANAGEMENT | 22-3952636 | — | NONE | $35K | — |
| HARDMAN JOHNSTON INT'L EQUITY GROUP | 26-6493485 | — | NONE | $31K | — |
| J.P MORGAN CHASE BANK | 13-4994650 | — | NONE | $20K | — |
| LAPADULA CARLSON & CO. | 65-0292391 | — | NONE | $18K | — |
| FOUNDRY PARTNERS, LLC | 46-1184506 | — | NONE | $17K | — |
| INVESTMENT PERFORMANCE SERVICE | 58-2432390 | — | NONE | $13K | — |
| DANA INVESTMENT ADVISORS, INC. | 39-1512278 | — | NONE | $12K | — |
| THE BANK OF NEW YORK | 81-6243181 | — | NONE | $11K | — |
| VENABLE LAW FIRM, P.A | 59-1824867 | — | NONE | $6K | — |
Investments
1 pooled fund· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| HARDMAN JOHNSTON IE GROUP TRUST JOHNSTON ASSET MANAGEMENT CORP · EIN 26-6493485 / PN 001 | 103-12 Investment Entity | $0 | — |