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Original filing (PDF)20250603140100NAL0010279201001
TRUSTEES OF THE FLORIDA UBC HEALTH FUND
Form 5500
FILING_RECEIVED
FLORIDA UBC HEALTH FUND
Health & welfare plan
Signals · 2
Late filing · 0.6 mo7 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
2 collective trusts
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 HEALTH FUND.
Plan sponsor
Name
TRUSTEES OF THE FLORIDA UBC HEALTH FUND
EIN
59-6134278
Address
PO BOX 1449 · GOODLETTSVILLE, TN · 37070
Phone
(800) 831-4914
Industry
Supermarkets & Other Grocery Stores· Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-06-30
Filed
2025-06-03
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4C · Supplemental Unemployment
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
LAPADULA CARLSON + CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHERN BENEFITS ADMINISTRATOR | 62-1116095 | — | NONE | $253K | — |
| LAPADULA CARLSON & CO. | 65-0292391 | — | NONE | $31K | — |
| LAW OFFICE OF ALAN EICHENBAUM | 26-6065243 | — | NONE | $27K | — |
| PNC WEALTH MANAGEMENT | 22-3952636 | — | NONE | $15K | — |
| INVEST PERFORMANCE SERVICE | 58-2432390 | — | NONE | $13K | — |
| POST INTERMEDIATE TERM HIGH YIELD | 45-3138207 | — | NONE | $13K | — |
| BANK OF NY MELLON | 13-2614959 | — | NONE | $7K | — |
Investments
2 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Common Collective Trust
$0
1 holding
103-12 Investment Entity
$0
1 holding
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BNY NSL BROAD MARKET SIF BANK OF NEW YORK MELLON · EIN 13-2614959 / PN 001 | Common Collective Trust | $0 | — |
| HARDMAN JOHNSTON INT'L EQUITY GROUP BANK OF NEW YORK MELLON · EIN 13-2614959 / PN 001 | 103-12 Investment Entity | $0 | — |