2023 Form 5500 filing — Uhhs 401(K) Retirement Savings 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 20241008171545NAL0008609763001) for Uhhs 401(K) Retirement Savings Plan, reported by Uhhs under EIN 34-0714775 and plan number 004. It reports 8,269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008171545NAL0008609763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Uhhs
- EIN
- 34-0714775
- Plan number
- 004
- Location
- Shaker Heights, OH
- Participants
- 8,269
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $702,878,429
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $702,878,429
- Employer contributions
- $4,585,793
- Participant contributions
- $28,627,788
- Total income / additions
- $146,215,566
- Benefits paid
- $57,591,888
- Administrative expenses
- $732,134
- Total expenses
- $58,526,476
- Net increase / (decrease)
- $87,689,090
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $568,169 | $0 |
| Seyfarth Shaw Llp | ATTORNEY/LEGAL | $94,885 | not reported in the loaded dataset |
| Kpmg Llp | ACCOUNTANT/AUDITOR | $61,137 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $7,943 | not reported in the loaded dataset |
| Wealth Management Systems Inc | OTHER SERVICES/FEES | $0 | $0 |