2023 Form 5500 filing — Uc Health Retirement 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 20241015030609NAL0014063315001) for Uc Health Retirement Plan, reported by Uc Health, LLC under EIN 31-1435820 and plan number 006. It reports 5,247 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015030609NAL0014063315001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Uc Health, LLC
- EIN
- 31-1435820
- Plan number
- 006
- Location
- Cincinnati, OH
- Participants
- 5,247
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $239,837,391
- Total liabilities (EOY)
- $159,856
- Net assets (EOY)
- $239,677,535
- Employer contributions
- $1,701,278
- Total income / additions
- $32,783,005
- Benefits paid
- $16,901,958
- Administrative expenses
- $3,856,354
- Total expenses
- $20,758,312
- Net increase / (decrease)
- $12,024,693
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Towers Watson Delaware | NONE | $470,825 | not reported in the loaded dataset |
| Fund Evaluation Group, LLC | NONE | $205,181 | not reported in the loaded dataset |
| Ernst & Young Llp | NONE | $52,200 | not reported in the loaded dataset |
| State Street Retiree Services | NONE | $43,564 | not reported in the loaded dataset |
| State Street Bank & Trust | NONE | $29,030 | not reported in the loaded dataset |
| Deloitte & Touche Llp | NONE | $9,146 | not reported in the loaded dataset |