Money Purchase · DOL Form 5500 · 2024
Trustees of the Florida Ubc Supplemental Pension Plan Money Purchase Plan
Data updated 2026-08-11
- N/A
- Total assets
- 6,292
- Participants
Official DOL plan name: Florida Ubc Supplemental Pension Plan · Sponsored by Trustees of the Florida Ubc Supplemental Pension Plan · Tennessee · Finance & Insurance
N/A in assets, 6,292 participants
Trustees of the Florida Ubc Supplemental Pension Plan's Florida Ubc Supplemental Pension Plan reported N/A in total assets and 6,292 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Coverage in Tennessee
Florida Ubc Supplemental Pension Plan covers 6,292 participants in Tennessee, 5.6x the typical Tennessee plan (state average ~1,126 per filing). Assets: N/A.
- N/A
- total plan assets (2024 EOY)
- 6,292
- covered participants
- $4M
- reported net income
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Florida Ubc Supplemental Pension Plan reported net income fell from $7M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Florida Ubc Supplemental Pension Plan reported participants rose from 6,111 in the plan year 2023 filing to 6,292 in the plan year 2024 filing.
Participants vs Tennessee filers
In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Florida Ubc Supplemental Pension Plan reports 6,292 participants - 5.6x that state average (N/A EOY assets).
Tennessee filing particulars
| Total Assets (Beginning of Year) | $83M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | $4M |
| Employer EIN | 582437220 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of the Florida Ubc Supplemental Pension Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,942 | $76M |
| 2023 | 1 | 6,111 | $83M |
| 2024 | 1 | 6,292 | N/A |
Nearby Money Purchase Plans in Tennessee
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Florida Ubc Supplemental Pension Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants
- Southern Electrical Retirement Fund $2.2B · 11,461
- IBEW Local 16, AFL-CIO & Multi- Employer Pension Plan $434M · 2,070
- Midwest Pipe Trades Retirement Plan $222M · 1,544
- U. a. Local Union No. 614 Pension Plan $204M · 1,248
- IBEW Local Union No. 915 Pension-Annuity Fund $115M · 1,864
Next read for Florida Ubc Supplemental Pension Plan
Filing takeaways
Ways to act on Florida Ubc Supplemental Pension Plan's numbers.
- Compare it side-by-side against 3 similar Money Purchase plans in Tennessee. Compare plans