Plan5500

University Hospitals Health System, Inc. Retirement 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, Inc. Retirement Plan is a benefit plan reported by University Hospitals Health System under EIN 34-0714775 and plan number 333. The latest loaded filing year is 2023. The filing reports 34,924 participants and $890,792,630 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
333
Plan type
2
Location
Shaker Heights, OH
Latest filing year
2023
Participants
34,924
End-of-year plan assets
$890,792,630

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202334,924H, C20241015124315NAL0014649843001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$890,792,630
Total liabilities (EOY)
$253,068
Net assets (EOY)
$890,539,562
Net assets (BOY)
$856,755,903

Income & contributions

Employer contributions
$23,500,000
Total contributions
$23,500,000
Total income / additions
$104,350,742

Expenses & distributions

Benefits paid
$48,309,143
Administrative expenses
$22,257,940
Total expenses
$70,567,083
Net increase / (decrease)
$33,783,659

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aon Consulting IncNONE$1,556,568not reported in the loaded dataset2023
Wellington ManagementNONE$868,891not reported in the loaded dataset2023
Cambridge AssociatesNONE$445,200not reported in the loaded dataset2023
Blue Owl Gp Stakes Iv Offshr Inv LpNONE$323,022not reported in the loaded dataset2023
State Street Custody Ret PlanNONE$229,941not reported in the loaded dataset2023
Jmi Equity Fund Xi B LpNONE$184,800not reported in the loaded dataset2023
The Carlyle GroupNONE$170,095not reported in the loaded dataset2023
Pinebridge CoNONE$164,201not reported in the loaded dataset2023
Blackstone Inc.NONE$91,978not reported in the loaded dataset2023
Aacp Tax Exempt Inv ErisaNONE$91,866not reported in the loaded dataset2023
Hig Advantage Buyout Fund LpNONE$89,017not reported in the loaded dataset2023
LoomisNONE$79,274not reported in the loaded dataset2023
Seyfarth Shaw LLCNONE$68,199not reported in the loaded dataset2023
Origami Capital PartnersNONE$65,414not reported in the loaded dataset2023
Kpmg LlpNONE$63,000not reported in the loaded dataset2023
Mvm Vi LpNONE$49,769not reported in the loaded dataset2023
Legal And General InvestmentNONE$49,381not reported in the loaded dataset2023
Asia Alternatives DelawareNONE$43,621not reported in the loaded dataset2023
Versant VenturesNONE$43,242not reported in the loaded dataset2023
State Street Bank And Trust Co.NONE$41,896not reported in the loaded dataset2023
HeadlineNONE$36,179not reported in the loaded dataset2023
Ppc Iii LpNONE$34,978not reported in the loaded dataset2023
Fpa Core Plus Fund Iii LpNONE$30,852not reported in the loaded dataset2023
Apollo ManagementNONE$28,661not reported in the loaded dataset2023
Almanac Realty Investors, LLCNONE$27,624not reported in the loaded dataset2023
H2 Special OpportunitiesNONE$25,787not reported in the loaded dataset2023
Glouston Capital PartnersNONE$22,419not reported in the loaded dataset2023
Ag Realty Value Fund XNONE$21,066not reported in the loaded dataset2023
ElliotNONE$19,625not reported in the loaded dataset2023
Telegraph Hill PartnersNONE$19,200not reported in the loaded dataset2023
Primus CapitalNONE$16,209not reported in the loaded dataset2023
Torchlight Investors, LLCNONE$9,171not reported in the loaded dataset2023
Greenspring AssociatesNONE$4,977not reported in the loaded dataset2023

Related Form 5500 pages