2023 Form 5500 filing — University Hospitals Health System, Inc. Retirement 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 20241015124315NAL0014649843001) for University Hospitals Health System, Inc. Retirement Plan, reported by University Hospitals Health System under EIN 34-0714775 and plan number 333. It reports 34,924 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015124315NAL0014649843001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Hospitals Health System
- EIN
- 34-0714775
- Plan number
- 333
- Location
- Shaker Heights, OH
- Participants
- 34,924
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $890,792,630
- Total liabilities (EOY)
- $253,068
- Net assets (EOY)
- $890,539,562
- Employer contributions
- $23,500,000
- Total income / additions
- $104,350,742
- Benefits paid
- $48,309,143
- Administrative expenses
- $22,257,940
- Total expenses
- $70,567,083
- Net increase / (decrease)
- $33,783,659
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting Inc | NONE | $1,556,568 | not reported in the loaded dataset |
| Wellington Management | NONE | $868,891 | not reported in the loaded dataset |
| Cambridge Associates | NONE | $445,200 | not reported in the loaded dataset |
| Blue Owl Gp Stakes Iv Offshr Inv Lp | NONE | $323,022 | not reported in the loaded dataset |
| State Street Custody Ret Plan | NONE | $229,941 | not reported in the loaded dataset |
| Jmi Equity Fund Xi B Lp | NONE | $184,800 | not reported in the loaded dataset |
| The Carlyle Group | NONE | $170,095 | not reported in the loaded dataset |
| Pinebridge Co | NONE | $164,201 | not reported in the loaded dataset |
| Blackstone Inc. | NONE | $91,978 | not reported in the loaded dataset |
| Aacp Tax Exempt Inv Erisa | NONE | $91,866 | not reported in the loaded dataset |
| Hig Advantage Buyout Fund Lp | NONE | $89,017 | not reported in the loaded dataset |
| Loomis | NONE | $79,274 | not reported in the loaded dataset |
| Seyfarth Shaw LLC | NONE | $68,199 | not reported in the loaded dataset |
| Origami Capital Partners | NONE | $65,414 | not reported in the loaded dataset |
| Kpmg Llp | NONE | $63,000 | not reported in the loaded dataset |
| Mvm Vi Lp | NONE | $49,769 | not reported in the loaded dataset |
| Legal And General Investment | NONE | $49,381 | not reported in the loaded dataset |
| Asia Alternatives Delaware | NONE | $43,621 | not reported in the loaded dataset |
| Versant Ventures | NONE | $43,242 | not reported in the loaded dataset |
| State Street Bank And Trust Co. | NONE | $41,896 | not reported in the loaded dataset |
| Headline | NONE | $36,179 | not reported in the loaded dataset |
| Ppc Iii Lp | NONE | $34,978 | not reported in the loaded dataset |
| Fpa Core Plus Fund Iii Lp | NONE | $30,852 | not reported in the loaded dataset |
| Apollo Management | NONE | $28,661 | not reported in the loaded dataset |
| Almanac Realty Investors, LLC | NONE | $27,624 | not reported in the loaded dataset |
| H2 Special Opportunities | NONE | $25,787 | not reported in the loaded dataset |
| Glouston Capital Partners | NONE | $22,419 | not reported in the loaded dataset |
| Ag Realty Value Fund X | NONE | $21,066 | not reported in the loaded dataset |
| Elliot | NONE | $19,625 | not reported in the loaded dataset |
| Telegraph Hill Partners | NONE | $19,200 | not reported in the loaded dataset |
| Primus Capital | NONE | $16,209 | not reported in the loaded dataset |
| Torchlight Investors, LLC | NONE | $9,171 | not reported in the loaded dataset |
| Greenspring Associates | NONE | $4,977 | not reported in the loaded dataset |