Money Purchase · DOL Form 5500 · 2024
Trustees of the Florida Ubc Supplemental Pension Plan Money Purchase Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 6,292
- Participants Above avg headcount
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.
- $4M
- reported net income
Florida Ubc Supplemental Pension Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Florida Ubc Supplemental Pension Plan lands in the large band (6,292 participants).
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.
Published 5500 schedule card
Filing strip 582437220 · Trustees of the Florida Ubc Supplemental Pension Plan PY 2024 · Money Purchase
Florida Ubc Supplemental Pension Plan · N/A · 6,292
- IND N/A
- IND 6,292
- IND PY 2024
- IND Money Purchase
- IND near Excavators Union Local 731 Annuity Fund
- IND 5.6× state
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Tennessee →
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)
Sponsor-wide plan assets over time
All Trustees of the Florida Ubc Supplemental Pension Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| 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.
- 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
Florida Ubc Supplemental Pension Plan's closest out-of-state Money Purchase peers by headcount
Outside Tennessee, the nearest Money Purchase by covered participants is Excavators Union Local 731 Annuity Fund in NY (6,236 participants; this filing: 6,292 participants).
Similar participant headcount
Nearest other-state filings by covered participants (6,292 participants); asset peers above are excluded.
- Excavators Union Local 731 Annuity Fund (NY) 6,236 · 56 off
- 112/73 Retirement Plan NECA-IBEW (WA) 6,174 · 118 off
- Carolina Electrical Workers Retirement Fund (FL) 6,154 · 138 off
- Stationary Engineers Local 39 Annuity Trust Fund (CA) 6,444 · 152 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.