AUMdb

Southern District Ubc Health Trust

EIN 746075997 · 501(c)(9) · Public charity · Goodlettsvlle, TN · recognized 1966

Assets
$237M
Revenue
$206M
Expenses
$76.0M
Investment income
$11.9M

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Blue Cross Blue Shield Access and admin fees $2,997,994
Southern Benefits Administrators Inc Administration $2,102,464
Disa Drug testing $580,464
Express Scripts Pharmacy admin fees $418,279
The Youngdahl Law Firm Legal services $247,432

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Kavin Griffin Chairman - employee trustee $0 $0
James Banks Jr Employee trustee $0 $0
Matthew Swanson Employee trustee $0 $0
Thomas H Jenkins Employee trustee $0 $0
Monte Thompson Employee trustee $0 $0
Dan Morris Employee trustee $0 $0
Bill Warren Secretary/management trustee $0 $0
Harold Baur Iii Management trustee $0 $0
Matt Marcellis Management trustee $0 $0
Dan Fletcher Management trustee $0 $0
John Hanks Management trustee $0 $0
Richard Travis Management trustee $0 $0
Neal Mccleary Management trustee $0 $0
Jeff Covert Management trustee $0 $0
Mark Little Management trustee $0 $0
Alex Sanders Management trustee $0 $0
Boyed Sanders Management trustee $0 $0
Matt Thomas Management trustee $0 $0
David W Tankersley Management trustee $0 $0
Robert G Moody Management trustee $0 $0
Charlie Mureen Management trustee $0 $0
Michael B Pfieffer Management trustee $0 $0
Larry S Parks Management trustee $0 $0
Troy Vance Management trustee $0 $0
Preston Taylor Management trustee $0 $0
Conrad Varnum Management trustee $0 $0
Jimmie Jordan Management trustee (until 11/12/2024) $0 $0
Kerry Fisher Management trustee (until 1/9/2024) $0 $0
Martha Henrickson Employee trustee (until 11/12/2024) $0 $0
Jeremy Hughes Employee trustee (until 5/16/2024) $0 $0
Beau Serpas Employee trustee (until 2/13/2024) $0 $0
Rick Halford Employee trustee (until 11/12/2024) $0 $0
Victorino Sanchez Employee trustee (until 5/16/2024) $0 $0
John Roberts Employee trustee (until 5/16/2024) $0 $0