Uhhs 401(K) Retirement Savings Plan — Form 5500 plan (Uhhs)
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, Uhhs 401(K) Retirement Savings Plan is a benefit plan reported by Uhhs under EIN 34-0714775 and plan number 004. The latest loaded filing year is 2023. The filing reports 8,269 participants and $702,878,429 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Uhhs
- EIN
- 34-0714775
- Plan number
- 004
- Plan type
- 2
- Location
- Shaker Heights, OH
- Latest filing year
- 2023
- Participants
- 8,269
- End-of-year plan assets
- $702,878,429
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,269 | H, C | 20241008171545NAL0008609763001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $702,878,429
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $702,878,429
- Net assets (BOY)
- $615,166,582
Income & contributions
- Employer contributions
- $4,585,793
- Participant contributions
- $28,627,788
- Total contributions
- $36,798,342
- Total income / additions
- $146,215,566
Expenses & distributions
- Benefits paid
- $57,591,888
- Administrative expenses
- $732,134
- Total expenses
- $58,526,476
- Net increase / (decrease)
- $87,689,090
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $568,169 | $0 | 2023 |
| Seyfarth Shaw Llp | ATTORNEY/LEGAL | $94,885 | not reported in the loaded dataset | 2023 |
| Kpmg Llp | ACCOUNTANT/AUDITOR | $61,137 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $7,943 | not reported in the loaded dataset | 2023 |
| Wealth Management Systems Inc | OTHER SERVICES/FEES | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Uhhs
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Shaker Heights, OH
- Fidelity Investments Institutional — Schedule C compensation
- Seyfarth Shaw Llp — Schedule C compensation
- Kpmg Llp — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Wealth Management Systems Inc — Schedule C compensation