2023 Form 5500 filing — Uc Health 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 20240823113022NAL0003640147001) for Uc Health 401(K) Retirement Savings Plan, reported by Uc Health, LLC under EIN 31-1435820 and plan number 007. It reports 13,080 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$664.9MReported net assets$664,865,176
Participants13.1K13,080
Provider compensation$476.2K2 Schedule C row(s)$476,186
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240823113022NAL0003640147001
Plan sponsor
Uc Health, LLC
EIN
31-1435820
Plan number
007
Location
Cincinnati, OH
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$664.9M total assets
Net assets$664.9MLiabilities$0
Money in vs. money out
Total income / additions$174.2M
Total expenses$64.7M
Benefits paid / distributions$63.9M
Contributions
Employer$20M
Participant$54.3M
Full reported line items
Total assets (EOY)
$664,865,176
Total liabilities (EOY)
$0
Net assets (EOY)
$664,865,176
Employer contributions
$20,020,593
Participant contributions
$54,329,894
Total income / additions
$174,174,985
Benefits paid
$63,945,043
Administrative expenses
$412,510
Total expenses
$64,652,942
Net increase / (decrease)
$109,522,043
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $400.2K · Indirect $0
  2. 2
    NONE · Direct $76K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240823113022NAL0003640147001 cover?
It is the 2023 Form 5500 filing for Uc Health 401(K) Retirement Savings Plan, reported by Uc Health, LLC (EIN 31-1435820).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages