2026-05-14T07:44:51-04:00 2025-12-31 205520612 L M HENDERSON & COMPANY LLP 450 E 96TH ST STE 200 INDIANAPOLIS IN 462403797 990 2025-02-01 237331128 UBC HEALTHCARE TRUST FUND UBC HEALTHCARE TRUST FUND UBCH 8008314914 PO BOX 1449 GOODLETTSVILLE TN 37070 KAVIN GRIFFIN EXECUTIVE OFFICER 8008314914 2026-05-14 true JAMES J CLINE P00151432 3175661000 2026-05-13 2025 2025-03-06 01:10:19Z X STEVE HERRING PO BOX 1449 GOODLETTSVILLE TN 37070 162146135 false X N/A X 1972 TN PROVIDING HEALTH AND WELFARE BENEFITS X 6 6 83 6 0 0 15323247 12250349 3004419 7544968 12375 18327666 19807692 0 13286975 6604423 0 0 0 1555100 1297749 14842075 7902172 3485591 11905520 62763383 0 3579518 0 59183865 0 PROVIDING HEALTH AND WELFARE BENEFITS false false THE ORGANIZATION PROVIDES HOSPITAL, MEDICAL, DENTAL, VISION CARE, DISABILITY, AND LIFE INSURANCE BENEFITS TO ITS PARTICIPANTS AND THEIR BENEFICIARIES. false false false false false false false false false false false false false false true true false false false false false false false false false false false false false false false false false false false false false true false false true false false true 227 0 83 true false false false false false false false false X 6 6 false true false false false false false true true false false true true true true false true false false false X TPA 8008314914 2001 CALDWELL DRIVE GOODLETTSVILLE TN 37072 X LARRY WYATT TRUSTEE 1.00 X 0 0 0 TONY HADLEY TRUSTEE 1.00 X 0 0 0 SAM SPENCER TRUSTEE 1.00 X 0 0 0 DARCY HARRIS TRUSTEE 1.00 X 0 0 0 STEVE HERRING CHAIRMAN 1.00 X X 0 0 0 JOHN SKEDGELL SECRETARY 1.00 X X 0 0 0 false false false ANTHEM INSURANCE COMPANIES INC 3075 VANDERCAR WAY CINCINNATI OH 45209 ADMIN FEES 478204 SOUTHERN BENEFIT ADMINISTRATORS 2001 CALDWELL DRIVE GOODLETTSVILLE TN 37072 ADMIN FEES 318549 SLEVIN & HART PC 1625 MASSACHUSETTS AVE NW SUITE 450 WASHINGTON DC 20036 LEGAL 124555 3 EMPLOYER CONTRIBUTIONS 525100 12203537 12203537 EMPLOYEE CONTRIBUTIONS 525100 46812 46812 12250349 2030781 2030781 147852630 142329004 9439 5523626 -9439 5514187 5514187 LATE CHARGES 12375 12375 12375 19807692 19807692 6604423 269500 124555 62182 198126 24882 29068 9808 ADMINISTRATIVE FEES 517670 PRINTING AND POSTAGE 34023 FIDUCIARY INSURANCE 20574 PCORI FEES 7361 7902172 0 0 0 1498704 243216 60605 60960858 62763383 0 133975 3445543 3579518 0 X 59183865 59183865 0 62763383 0 X 11905520 -2451428 -68637957 X false true X true false X 17167577 -2451428 9439 -2441989 19609566 198126 198126 19807692 7713483 9437 9437 7704046 198126 198126 7902172 SCHEDULE D, PAGE 3, PART X THE FUND OBTAINED A FAVORABLE DETERMINATION LETTER ON JUNE 28, 1974, IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE FUND, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE CODE. THE FUND HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE FUND'S TRUSTEES AND LEGAL COUNSEL BELIEVE THAT THE FUND IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE CODE. THEREFORE, THE FUND WAS QUALIFIED AND THE RELATED TRUST WAS TAX-EXEMPT AS OF THE FINANCIAL STATEMENT DATE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE FUND ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2025, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FUND'S INFORMATIONAL RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR A PERIOD OF THREE YEARS FROM THE DATE THEY ARE FILED. SCHEDULE D, PAGE 4, PART XI, LINE 2D LOSS ON SALE OF ASSET 9,439 MUTUAL FUNDS 2025-12-31 15245780 COMPARABLE 746075997 SOUTHERN DISTIRCT UBC HEALTH TRUST 2001 CALDWELL DRIVE GOODLETTSVILLE TN 37072 501(C)(9) CASH EQUIVALENTS 2025-12-31 53033764 COMPARABLE 746075997 SOUTHERN DISTIRCT UBC HEALTH TRUST 2001 CALDWELL DRIVE GOODLETTSVILLE TN 37072 501(C)(9) EMPLOYER CONTRIBUTIONS 2025-12-31 460609 BOOK VALUE 746075997 SOUTHERN DISTIRCT UBC HEALTH TRUST 2001 CALDWELL DRIVE GOODLETTSVILLE TN 37072 501(C)(9) INVESTMENT INCOME 2025-12-31 69117 BOOK VALUE 746075997 SOUTHERN DISTIRCT UBC HEALTH TRUST 2001 CALDWELL DRIVE GOODLETTSVILLE TN 37072 501(C)(9) PREPAID EXPENSES 2025-12-31 20674 BOOK VALUE 746075997 SOUTHERN DISTIRCT UBC HEALTH TRUST 2001 CALDWELL DRIVE GOODLETTSVILLE TN 37072 501(C)(9) CHECKS IN EXCESS 2025-12-31 -135669 BOOK VALUE 746075997 SOUTHERN DISTIRCT UBC HEALTH TRUST 2001 CALDWELL DRIVE GOODLETTSVILLE TN 37072 501(C)(9) ACCOUNTS PAYABLE 2025-12-31 -56318 BOOK VALUE 746075997 SOUTHERN DISTIRCT UBC HEALTH TRUST 2001 CALDWELL DRIVE GOODLETTSVILLE TN 37072 501(C)(9) true false false false true false true false SCHEDULE N, PAGE 1, PART I, LINE 2E TONY HADLEY WAS A TRUSTEE WITH THE UBC HEALTHCARE TRUST FUND, AND IS A TRUSTEE IN THE NEW MERGED FUND - SOUTHERN DISTRICT UBC HEALTH TRUST. THEY DO NOT RECEIVE COMPENSATION OR BENEFITS FROM THE NEW MERGED FUND. JOHN SKEDGELL WAS A TRUSTEE WITH THE UBC HEALTHCARE TRUST FUND, AND IS A TRUSTEE IN THE NEW MERGED FUND - SOUTHERN DISTRICT UBC HEALTH TRUST. THEY DO NOT RECEIVE COMPENSATION OR BENEFITS FROM THE NEW MERGED FUND. SCHEDULE N EFFECTIVE JANUARY 1, 2026, THE BOARD OF TRUSTEES OF THIS FUND AND THE BOARD OF TRUSTEES OF THE SOUTHERN DISTRICT UBC HEALTH TRUST (SD FUND) AGREED TO MERGE THE TWO FUNDS. THIS FUND MERGED INTO THE SD FUND. IN ORDER TO BE CONSISTENT WITH THE SD FUNDS FILINGS AND DISCLOSURES, THIS FUND RECOGNIZED THE TRANSFER OF NET ASSETS TO THE SD FUND, AS OF DECEMBER 31, 2025. FORM 990 KAVIN GRIFFIN IS AUTHORIZED TO SIGN THIS RETURN AS AN OFFICER OF THE MERGED ENTITY, PURSUANT TO THE ORGANIZATION'S GOVERNING DOCUMENTS AND BOARD RESOLUTION. THE AUTHORITY TO SIGN THE RETURN WAS GRANTED BY THE BOARD OF DIRECTORS IN ACCORDANCE WITH APPLICABLE STATE LAW AND ORGANIZATIONAL BYLAWS. AS REQUIRED BY IRS INSTRUCTIONS, THE SIGNER IS AN AUTHORIZED OFFICER AS OF THE DATE THE RETURN IS SIGNED FORM 990, PART VI SECTION B, LINE 13: THE TRUST FUND DOES NOT RETAIN A WRITTEN WHISTLEBLOWER POLICY, BUT THE BOARD OF TRUSTEES AND THE TRUST FUND CONFORM WITH ERISA RULES AND REGULATIONS WITH REGARDS TO THE WHISTLEBLOWER POLICY. SECTION C, LINE 18: THE BOARD OF TRUSTEES AND THE TRUST FUND CONFORM WITH ERISA RULES AND REGULATIONS WITH REGARDS TO MAKING ITS FORMS 1023 AND 990 AVAILABLE FOR PUBLIC INSPECTION. FORM 990, PAGE 6, PART VI, LINE 3 THE BOARD OF TRUSTEES HAS OUTSOURCED THE DAY TO DAY ADMINISTRATION OF THE TRUST FUND TO HEALTHSMART BENEFIT SOLUTIONS TPA. FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 IS AVAILABLE TO EACH TRUSTEE PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PAGE 6, PART VI, LINE 12C THE BOARD OF TRUSTEES AND THE TRUST FUND CONFORM WITH ERISA RULES AND REGULATIONS WITH RESPECT TO REGULARLY AND CONSISTENTLY MONITORING AND ENFORCING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. FORM 990, PAGE 6, PART VI, LINE 19 THE TRUST FUND MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE TRUST FUND AND THE BOARD OF TRUSTEES CONFORM WITH ERISA RULES AND REGULATIONS RELATING TO THIS MATTER. 0 FORM 990, PART XI, LINE 9 TRANSFER TO 74-6075997 -68,637,957 GEORGIA-PACIFIC WOOD PRODUCTS LLC CONTRACTOR N/A false false DOREL JUVENILE GROUP CONTRACTOR N/A false JOHNSTON TOMBIGBEE CONTRACTOR N/A false KLIPSCH GROUP INC CONTRACTOR N/A false OVERHEAD DOOR - OHIO CONTRACTOR N/A false WEYERHAEUSER - EMERSON CONTRACTOR N/A false false false false false false false false false false false false false false false false false false false false