Uc Health Retirement Plan — Form 5500 plan (Uc Health, LLC)
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, Uc Health Retirement Plan is a benefit plan reported by Uc Health, LLC under EIN 31-1435820 and plan number 006. The latest loaded filing year is 2023. The filing reports 5,247 participants and $239,837,391 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Uc Health, LLC
- EIN
- 31-1435820
- Plan number
- 006
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 5,247
- End-of-year plan assets
- $239,837,391
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,247 | H, C | 20241015030609NAL0014063315001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $239,837,391
- Total liabilities (EOY)
- $159,856
- Net assets (EOY)
- $239,677,535
- Net assets (BOY)
- $227,652,842
Income & contributions
- Employer contributions
- $1,701,278
- Total contributions
- $1,701,278
- Total income / additions
- $32,783,005
Expenses & distributions
- Benefits paid
- $16,901,958
- Administrative expenses
- $3,856,354
- Total expenses
- $20,758,312
- Net increase / (decrease)
- $12,024,693
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Towers Watson Delaware | NONE | $470,825 | not reported in the loaded dataset | 2023 |
| Fund Evaluation Group, LLC | NONE | $205,181 | not reported in the loaded dataset | 2023 |
| Ernst & Young Llp | NONE | $52,200 | not reported in the loaded dataset | 2023 |
| State Street Retiree Services | NONE | $43,564 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust | NONE | $29,030 | not reported in the loaded dataset | 2023 |
| Deloitte & Touche Llp | NONE | $9,146 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Uc Health, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Towers Watson Delaware — Schedule C compensation
- Fund Evaluation Group, LLC — Schedule C compensation
- Ernst & Young Llp — Schedule C compensation
- State Street Retiree Services — Schedule C compensation
- State Street Bank & Trust — Schedule C compensation
- Deloitte & Touche Llp — Schedule C compensation