2023 Form 5500 filing — University Hospitals Health System 403(B) Matched 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 20241008170046NAL0009912291001) for University Hospitals Health System 403(B) Matched Retirement Savings Plan, reported by University Hospitals Health System under EIN 34-0714775 and plan number 003. It reports 34,851 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008170046NAL0009912291001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Hospitals Health System
- EIN
- 34-0714775
- Plan number
- 003
- Location
- Cleveland, OH
- Participants
- 34,851
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,117,502,241
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,117,502,241
- Employer contributions
- $39,741,673
- Participant contributions
- $143,469,339
- Total income / additions
- $537,917,400
- Benefits paid
- $166,079,626
- Administrative expenses
- $1,784,085
- Total expenses
- $168,619,936
- Net increase / (decrease)
- $369,297,464
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $1,653,612 | $0 |
| Kpmg Llp | ACCOUNTANT/AUDITOR | $83,500 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $30,335 | not reported in the loaded dataset |
| Seyfarth Shaw Llp | ATTORNEY/LEGAL | $16,638 | not reported in the loaded dataset |
| Wealth Management Systems Inc | NONE | $0 | $0 |