University Hospitals Health System 403(B) Matched Retirement Savings Plan — Form 5500 plan (University Hospitals Health System)
Plain-English plan 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, University Hospitals Health System 403(B) Matched Retirement Savings Plan is a benefit plan reported by University Hospitals Health System under EIN 34-0714775 and plan number 003. The latest loaded filing year is 2023. The filing reports 34,851 participants and $2,117,502,241 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Hospitals Health System
- EIN
- 34-0714775
- Plan number
- 003
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 34,851
- End-of-year plan assets
- $2,117,502,241
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 34,851 | H, C | 20241008170046NAL0009912291001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,117,502,241
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,117,502,241
- Net assets (BOY)
- $1,748,204,777
Income & contributions
- Employer contributions
- $39,741,673
- Participant contributions
- $143,469,339
- Total contributions
- $194,788,542
- Total income / additions
- $537,917,400
Expenses & distributions
- Benefits paid
- $166,079,626
- Administrative expenses
- $1,784,085
- Total expenses
- $168,619,936
- Net increase / (decrease)
- $369,297,464
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $1,653,612 | $0 | 2023 |
| Kpmg Llp | ACCOUNTANT/AUDITOR | $83,500 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $30,335 | not reported in the loaded dataset | 2023 |
| Seyfarth Shaw Llp | ATTORNEY/LEGAL | $16,638 | not reported in the loaded dataset | 2023 |
| Wealth Management Systems Inc | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for University Hospitals Health System
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Fidelity Investments Institutional — Schedule C compensation
- Kpmg Llp — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Seyfarth Shaw Llp — Schedule C compensation
- Wealth Management Systems Inc — Schedule C compensation