Civic Intelligence

Florida Ubc Health Fund

990 • Fiscal year 2016 • EIN 59-6134278

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 02, 2017

Organization ProfileN/A

View Organization Page

PO Box 1449Goodlettsville, TN 37070-1449

(800) 831-4914

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

81st percentile

0.37x

Higher debt load relative to assets than 81% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

95th percentile

0.83x

Higher debt load relative to revenue than 95% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Net Margin

52nd percentile

3.7%

Higher net margin than 52% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Asset Growth

47th percentile

3.9%

Faster asset growth than 47% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

50th percentile

3.7%

Faster revenue growth than 50% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$28,392,002

Up $1,074,533 (+3.9%) from 2015

Net Assets

Up

$17,928,891

Up $1,364,851 (+8.2%) from 2015

Liabilities

Down

$10,463,111

Down $290,318 (-2.7%) from 2015

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin52nd percentile

Revenue

Up

$12,676,151

Up $451,226 (+3.7%) from 2015

Expenses

Up

$12,201,299

Up $1,548,490 (+15%) from 2015

Net Income

Down

$474,852

Down $1,097,264 (-70%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2010: $35,427,933Liabilities 2010: $12,348,313Net Assets 2010: $23,079,6202010Assets 2011: $33,801,913Liabilities 2011: $10,792,683Net Assets 2011: $23,009,2302011Assets 2012: $31,747,090Liabilities 2012: $13,426,261Net Assets 2012: $18,320,8292012Assets 2013: $27,252,204Liabilities 2013: $11,976,807Net Assets 2013: $15,275,3972013Assets 2014: $26,601,909Liabilities 2014: $11,701,283Net Assets 2014: $14,900,6262014Assets 2015: $27,317,469Liabilities 2015: $10,753,429Net Assets 2015: $16,564,0402015Assets 2016: $28,392,002Liabilities 2016: $10,463,111Net Assets 2016: $17,928,8912016Assets 2017: $29,879,830Liabilities 2017: $13,247,689Net Assets 2017: $16,632,1412017Assets 2018: $26,373,995Liabilities 2018: $13,982,472Net Assets 2018: $12,391,5232018Assets 2019: $27,273,805Liabilities 2019: $12,682,349Net Assets 2019: $14,591,4562019Assets 2020: $28,049,242Liabilities 2020: $10,169,156Net Assets 2020: $17,880,0862020Assets 2021: $29,349,187Liabilities 2021: $10,278,862Net Assets 2021: $19,070,3252021Assets 2022: $26,509,916Liabilities 2022: $10,774,115Net Assets 2022: $15,735,8012022Assets 2023: $29,167,040Liabilities 2023: $10,647,636Net Assets 2023: $18,519,4042023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2016

Assets$28,392,002
Liabilities$10,463,111
Net Assets$17,928,891
Open 2016 Filing

Operations Trend

Revenue Growth50th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$10M$0-$10MExpenses 2010: $12,579,5922010Expenses 2011: $13,081,6162011Expenses 2012: $18,348,7482012Revenue 2013: $12,220,100Expenses 2013: $15,265,532Net Income 2013: -$3,045,4322013Revenue 2014: $10,906,925Expenses 2014: $12,362,534Net Income 2014: -$1,455,6092014Revenue 2015: $12,224,925Expenses 2015: $10,652,809Net Income 2015: $1,572,1162015Revenue 2016: $12,676,151Expenses 2016: $12,201,299Net Income 2016: $474,8522016Revenue 2017: $15,149,187Expenses 2017: $18,093,997Net Income 2017: -$2,944,8102017Revenue 2018: $13,297,207Expenses 2018: $17,322,485Net Income 2018: -$4,025,2782018Revenue 2019: $14,685,319Expenses 2019: $14,048,111Net Income 2019: $637,2082019Revenue 2020: $12,888,600Expenses 2020: $11,464,840Net Income 2020: $1,423,7602020Revenue 2021: $13,989,864Expenses 2021: $14,422,563Net Income 2021: -$432,6992021Revenue 2022: $12,692,930Expenses 2022: $14,164,362Net Income 2022: -$1,471,4322022Revenue 2023: $14,453,113Expenses 2023: $13,112,711Net Income 2023: $1,340,4022023Revenue 2024: $7,807,328Expenses 2024: $6,458,194Net Income 2024: $1,349,1342024

Highlighted filing

2016

Revenue$12,676,151
Expenses$12,201,299
Net Income$474,852
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 2, 2017
Return Version
2016v3.0
Gross Receipts
$14,968,481
Mission and Program Overview

Mission

The Funds purpose is to provide Health and Welfare Benefits to eligible participants under terms of various collective bargaining agreements between the various employers and the Florida Carpenters Regional Council.

The fund's purpose is to provide health and welfare benefits to eligible participants and their dependents under terms of various collective bargaining agreements between the various employers and the florida carpenters regional council.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$16,564,040$17,928,891▲ $1,364,851
Investments Other Securities$13,805,956$14,709,450▲ $903,494
Investments in Publicly Traded Securities$9,420,581$11,674,275▲ $2,253,694
Accounts Receivable$2,843,168$1,151,456▼ $1,691,712
Savings and Temporary Cash Investments$1,247,762$856,821▼ $390,941
Cash and Non-Interest-Bearing Accounts$2--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$27,317,469$28,392,002▲ $1,074,533
Liabilities
Other Liabilities$10,659,000$10,228,000▼ $431,000
Escrow Account Liability-$140,314-
Accounts Payable and Accrued Expenses$94,429$94,797▲ $368
Total Liabilities$10,753,429$10,463,111▼ $290,318
Net Assets / Fund Balance
Total Net Assets Fund Balance$16,564,040$17,928,891▲ $1,364,851
Total Liabilities and Net Assets / Fund Balance$27,317,469$28,392,002▲ $1,074,533

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,980,589--
Compensation and Service Providers
Top Officer Pay41st percentile

Board Members and Trustees

NameTitle
Billy CampbellTrustee
Bobby WatsonTrustee
Conrad VamumTrustee
David TankersleyTrustee
Doug WalkerTrustee
FRANK D'ANGELOTrustee
Harold RichardsonTrustee
James Banks JrTrustee
Kevin MalaveTrustee
Paul FrenchTrustee
Preston TaylorTrustee
Roger WoontonTrustee
Stephen CothronTrustee
Timothy MitcheltreeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$12,289,340
Investment Income
$386,811
Other Revenue
$0
Change in Net Assets
$474,852

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,604,731
Revenue Not Reported on Financial Statements
$71,420
Revenue Not Reported on Form 990
$889,999
Total Revenue per Audited Statements
$13,494,730
Total Revenue per Form 990
$12,676,151
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$767,931
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$11,433,368
Fees for Services Management---$535,818
Fees for Service Investment Mgmnt Fees---$71,420
Fees for Services Legal---$43,471
Fees for Services Accounting---$30,966
Office Expenses---$28,248
Conferences and Meetings---$24,975
Insurance---$23,933
Fees for Services Other---$9,100
Total Functional Expenses$0$0$0$12,201,299

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$12,560,879
Total Expenses per Audited Statements$12,560,879
Total Expenses per Form 990$12,201,299
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-359,580
Other Expense Adjustments$-431,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Estimated Future Liability$6,670,000
Contribution Bank$2,350,000
Claims Payable and Claims Incurred But Not Reported$1,208,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the board of trustees prior to filing.”

Form 990, Part VI, Section B, Line 12C

“As required by erisa the funds governing documents, policies, financial statements and tax returns are available upon request to the funds administrator.”

Form 990, Part VI, Section C, Line 19

“As required by erisa, the funds governing documents, policies, financial statements and tax returns are available upon written request to the funds administrator.”

Filing and Contact Details

Filer

Filer Name
Florida Ubc Health Fund
EIN
59-6134278
Phone
8008314914
Address
PO BOX 1449, GOODLETTSVILLE, TN 37070-1449

Signing Officer

Name
James Banks Jr
Title
Chariman
Phone
8008314914
Signed
2017-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Banks Jr
Formed
1962
Legal Domicile
Fl
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
0

Preparer

Firm
Carr Riggs & Ingram LLC
Address
3500 PIEDMONT RD SUITE 500, ATLANTA, GA 30305
Preparer
K Shannon Clack
Phone
4042335486
Supplemental Narrative

Financial Statement Notes

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in current benefit obligation”

Raw XML Appendix394 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt094429
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt094797
IRS990/AccountsReceivableGrp/BOYAmt02843168
IRS990/AccountsReceivableGrp/EOYAmt01151456
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE FUND'S PURPOSE IS TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS UNDER TERMS OF VARIOUS COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE VARIOUS EMPLOYERS AND THE FLORIDA CARPENTERS REGIONAL COUNCIL.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt011433368
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SOUTHERN BENEFIT ADMINISTRATORS INC
IRS990/BooksInCareOfDetail/PhoneNum08008314914
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1449
IRS990/BooksInCareOfDetail/USAddress/CityNm0GOODLETTSVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0370701449
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt02
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt024975
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt011433368
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0386811
IRS990/CYOtherExpensesAmt0767931
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt012289340
IRS990/CYRevenuesLessExpensesAmt0474852
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt012201299
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt012676151
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE FUND'S PURPOSE IS TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS UNDER TERMS OF VARIOUS COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE VARIOUS EMPLOYERS AND THE FLORIDA CARPENTERS REGIONAL COUNCIL.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt0140314
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt030966
IRS990/FeesForServicesLegalGrp/TotalAmt043471
IRS990/FeesForServicesManagementGrp/TotalAmt0535818
IRS990/FeesForServicesOtherGrp/TotalAmt09100
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt071420
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/PersonNm0STEPHEN COTHRON
IRS990/Form990PartVIISectionAGrp/PersonNm1FRANK D'ANGELO
IRS990/Form990PartVIISectionAGrp/PersonNm2PAUL FRENCH
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMES BANKS JR
IRS990/Form990PartVIISectionAGrp/PersonNm4DOUG WALKER
IRS990/Form990PartVIISectionAGrp/PersonNm5CONRAD VAMUM
IRS990/Form990PartVIISectionAGrp/PersonNm6PRESTON TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm7HAROLD RICHARDSON
IRS990/Form990PartVIISectionAGrp/PersonNm8TIMOTHY MITCHELTREE
IRS990/Form990PartVIISectionAGrp/PersonNm9BOBBY WATSON
IRS990/Form990PartVIISectionAGrp/PersonNm10KEVIN MALAVE
IRS990/Form990PartVIISectionAGrp/PersonNm11ROGER WOONTON
IRS990/Form990PartVIISectionAGrp/PersonNm12BILLY CAMPBELL
IRS990/Form990PartVIISectionAGrp/PersonNm13DAVID TANKERSLEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01962
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-16874
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt02275456
IRS990/GrossReceiptsAmt014968481
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt023933
IRS990/InvestmentIncomeGrp/ExclusionAmt0403685
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0403685
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt013805956
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt014709450
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09420581
IRS990/InvestmentsPubTradedSecGrp/EOYAmt011674275
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02292330
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FUND'S PURPOSE IS TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS UNDER TERMS OF VARIOUS COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE VARIOUS EMPLOYERS AND THE FLORIDA CARPENTERS REGIONAL COUNCIL.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt016564040
IRS990/NetAssetsOrFundBalancesEOYAmt017928891
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-16874
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-16874
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0889999
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt028248
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt010659000
IRS990/OtherLiabilitiesGrp/EOYAmt010228000
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JAMES BANKS JR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANTS CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt011639527
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1649813
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt011639527
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1649813
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt09784288
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0265456
IRS990/PYOtherExpensesAmt0868521
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt011959469
IRS990/PYRevenuesLessExpensesAmt01572116
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt010652809
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt012224925
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0474852
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt016564040
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt017928891
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01247762
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0856821
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-359580
IRS990ScheduleD/ExpensesSubtotalAmt012560879
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt071420
IRS990ScheduleD/InvestmentExpensesNotIncldAmt071420
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0889999
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-431000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01208000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt16670000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt22350000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE AND CLAIMS INCURRED BUT NOT REPORTED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ESTIMATED FUTURE LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CONTRIBUTION BANK
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt06127621
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt13391390
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt21209850
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt33980589
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESCO COLLECTIVE TRUST FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1AMERICAN CORE REALTY FUND, LLC
IRS990ScheduleD/OtherSecuritiesGrp/Desc2TRADE STREET PROPERTY
IRS990ScheduleD/OtherSecuritiesGrp/Desc3BNY POST INTERMEDIATE TERM HY FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/RevenueNotReportedAmt0889999
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt071420
IRS990ScheduleD/RevenueSubtotalAmt012604731
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CHANGE IN CURRENT BENEFIT OBLIGATION
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt014709450
IRS990ScheduleD/TotalExpensesPerForm990Amt012201299
IRS990ScheduleD/TotalLiabilityAmt010228000
IRS990ScheduleD/TotalRevenuePerForm990Amt012676151
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt013494730
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt012560879
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AS REQUIRED BY ERISA THE FUNDS GOVERNING DOCUMENTS, POLICIES, FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE UPON REQUEST TO THE FUNDS ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AS REQUIRED BY ERISA, THE FUNDS GOVERNING DOCUMENTS, POLICIES, FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE UPON WRITTEN REQUEST TO THE FUNDS ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt027317469
IRS990/TotalAssetsEOYAmt028392002
IRS990/TotalAssetsGrp/BOYAmt027317469
IRS990/TotalAssetsGrp/EOYAmt028392002
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt012201299
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010753429
IRS990/TotalLiabilitiesEOYAmt010463111
IRS990/TotalLiabilitiesGrp/BOYAmt010753429
IRS990/TotalLiabilitiesGrp/EOYAmt010463111
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt016564040
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt017928891
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt012289340
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0386811
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt012289340
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt012676151
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt027317469
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt028392002
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1449
IRS990/USAddress/CityNm0GOODLETTSVILLE
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd0370701449
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES BANKS JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHARIMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08008314914
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FLORIDA UBC HEALTH FUND
ReturnHeader/Filer/BusinessNameControlTxt0FLOR
ReturnHeader/Filer/EIN0596134278
ReturnHeader/Filer/PhoneNum08008314914
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1449
ReturnHeader/Filer/USAddress/CityNm0GOODLETTSVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd0370701449
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02F83CAB6D5A5D3BEAE2B7C36EF0E517045B33FC4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03A6253DAF6A852B8B3144E973BC34C0B6B7B741B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.218.209.154
ReturnHeader/FilingSecurityInformation/IPDt02017-11-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:00:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721396621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARR RIGGS & INGRAM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03500 PIEDMONT RD SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATLANTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030305
ReturnHeader/PreparerPersonGrp/PhoneNum04042335486
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0K SHANNON CLACK
ReturnHeader/ReturnTs02017-11-13T09:45:35-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,392,002
Liabilities
$10,463,111
Net assets
$17,928,891
Revenue
$12,676,151
Expenses
$12,201,299
Net income
$474,852
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$7.81$6.46$1.35
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.2$10.6$18.5$14.5$13.1$1.34
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.5$10.8$15.7$12.7$14.2$1.47
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.3$10.3$19.1$14.0$14.4$0.43
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.0$10.2$17.9$12.9$11.5$1.42
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.3$12.7$14.6$14.7$14.0$0.64
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.4$14.0$12.4$13.3$17.3$4.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.9$13.2$16.6$15.1$18.1$2.94
2016Detailed filing. Detailed filing data is available for this year.$28.4$10.5$17.9$12.7$12.2$0.47
2015Detailed filing. Detailed filing data is available for this year.$27.3$10.8$16.6$12.2$10.7$1.57
2014Detailed filing. Detailed filing data is available for this year.$26.6$11.7$14.9$10.9$12.4$1.46
2013Detailed filing. Detailed filing data is available for this year.$27.3$12.0$15.3$12.2$15.3$3.05
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.7$13.4$18.3$18.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.8$10.8$23.0$13.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.4$12.3$23.1$12.6