Universal Health Services, Inc. Retirement Savings Plan — Form 5500 plan (Universal Health Services, Inc.)
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, Universal Health Services, Inc. Retirement Savings Plan is a benefit plan reported by Universal Health Services, Inc. under EIN 23-2077891 and plan number 001. The latest loaded filing year is 2023. The filing reports 78,269 participants and $3,236,326,384 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Universal Health Services, Inc.
- EIN
- 23-2077891
- Plan number
- 001
- Plan type
- 2
- Location
- King Of Prussia, PA
- Latest filing year
- 2023
- Participants
- 78,269
- End-of-year plan assets
- $3,236,326,384
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 78,269 | H, C | 20240917132732NAL0005255392001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,236,326,384
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,236,326,384
- Net assets (BOY)
- $2,698,393,520
Income & contributions
- Employer contributions
- $73,746,833
- Participant contributions
- $240,717,902
- Total contributions
- $340,949,761
- Total income / additions
- $861,440,304
Expenses & distributions
- Benefits paid
- $320,223,470
- Administrative expenses
- $2,552,990
- Total expenses
- $323,507,440
- Net increase / (decrease)
- $537,932,864
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $2,421,240 | $0 | 2023 |
| Mma Securities LLC | INVESTMENT ADVISOR | $105,000 | not reported in the loaded dataset | 2023 |
| Torillo & Associates, LLC | ACCOUNTANT/AUDITOR | $26,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Universal Health Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in King Of Prussia, PA
- Fidelity Investments Institutional — Schedule C compensation
- Mma Securities LLC — Schedule C compensation
- Torillo & Associates, LLC — Schedule C compensation