# FLORIDA UBC SUPPLEMENTAL PENSION PLAN

Retirement plan sponsored by **TRUSTEES OF THE FLORIDA UBC SUPPLEMENTAL PENSION PLAN**. Form 5500 filing for plan year 2024.

| Field | Value |
|---|---|
| Sponsor | TRUSTEES OF THE FLORIDA UBC SUPPLEMENTAL PENSION PLAN |
| EIN | 582437220 |
| Plan number | 001 |
| Plan year | 2024 |
| Location | GOODLETTSVILLE, TN |
| Industry | n/a |
| Total assets (end of year) | $0 |
| Participants | 0 |

## Service providers (Schedule C)

| Provider | Role |
|---|---|
| SOUTHERN BENEFIT ADMINISTRATORS | Direct payment from the plan; Contract Administrator |
| PNC BANK, N.A. | Investment management; Investment management fees paid directly by plan |
| JOHNSTON INTERNATIONAL EQUITY | Investment management; Investment management fees paid directly by plan |
| JPMORGAN INVEST HOLDINGS LLC | Trustee (discretionary); Direct payment from the plan; Investment advisory (plan); Investment management fees paid directly by plan; Investment management |
| LAPADULA CARLSON & CO | Direct payment from the plan; Accounting (including auditing) |
| FOUNDRY PARTNERS | Investment management; Investment management fees paid directly by plan |
| INVESTMENT PERFORMANCE SERVICES | Direct payment from the plan; Consulting (pension) |
| DANA INVESTMENT ADVISORS | Investment management; Soft dollars commissions; Investment management fees paid directly by plan |
| BNY MELLON | Investment management; Investment management fees paid directly by plan |
| VENABLE LAW FIRM | Legal; Direct payment from the plan |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
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