2023 Form 5500 filing — Universal Health Services, Inc. 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 20240917132732NAL0005255392001) for Universal Health Services, Inc. Retirement Savings Plan, reported by Universal Health Services, Inc. under EIN 23-2077891 and plan number 001. It reports 78,269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917132732NAL0005255392001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Universal Health Services, Inc.
- EIN
- 23-2077891
- Plan number
- 001
- Location
- King Of Prussia, PA
- Participants
- 78,269
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,236,326,384
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,236,326,384
- Employer contributions
- $73,746,833
- Participant contributions
- $240,717,902
- Total income / additions
- $861,440,304
- Benefits paid
- $320,223,470
- Administrative expenses
- $2,552,990
- Total expenses
- $323,507,440
- Net increase / (decrease)
- $537,932,864
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $2,421,240 | $0 |
| Mma Securities LLC | INVESTMENT ADVISOR | $105,000 | not reported in the loaded dataset |
| Torillo & Associates, LLC | ACCOUNTANT/AUDITOR | $26,750 | not reported in the loaded dataset |