2023 Form 5500 filing — University Health System, Inc. 403(B) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241005054801NAL0022330352001) for University Health System, Inc. 403(B) Plan, reported by University Health System, Inc. under EIN 31-1626179 and plan number 001. It reports 6,719 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241005054801NAL0022330352001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Health System, Inc.
- EIN
- 31-1626179
- Plan number
- 001
- Location
- Knoxville, TN
- Participants
- 6,719
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $374,135,304
- Total liabilities (EOY)
- $4,287
- Net assets (EOY)
- $374,131,017
- Employer contributions
- $14,468,037
- Participant contributions
- $19,788,000
- Total income / additions
- $95,299,449
- Benefits paid
- $26,245,673
- Administrative expenses
- $853,314
- Total expenses
- $27,099,505
- Net increase / (decrease)
- $68,199,944
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $698,664 | $0 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $120,000 | not reported in the loaded dataset |
| Pugh & Company Pc | AUDITOR | $33,750 | not reported in the loaded dataset |