Uc Health 401(K) Retirement Savings 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 401(K) Retirement Savings Plan is a benefit plan reported by Uc Health, LLC under EIN 31-1435820 and plan number 007. The latest loaded filing year is 2023. The filing reports 13,080 participants and $664,865,176 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$664.9MPlan net assets, end of year$664,865,176
Participants13.1KCovered participants reported13,080
Assets / participant$50.8KComputed: assets ÷ participants$50,831 (computed)
Provider compensation$476.2K2 Schedule C provider row(s)$476,186
Plan sponsor
Uc Health, LLC
EIN
31-1435820
Plan number
007
Plan type
2
Location
Cincinnati, OH
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    13,080 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$664.9M total assets
Net assets$664.9MLiabilities$0
Money in vs. money out
Total income / additions$174.2M
Total expenses$64.7M
Benefits paid / distributions$63.9M
Contributions
Employer$20M
Participant$54.3M
Full reported line items

Net assets

Total assets (EOY)
$664,865,176
Total liabilities (EOY)
$0
Net assets (EOY)
$664,865,176
Net assets (BOY)
$561,349,430

Income & contributions

Employer contributions
$20,020,593
Participant contributions
$54,329,894
Total contributions
$87,054,271
Total income / additions
$174,174,985

Expenses & distributions

Benefits paid
$63,945,043
Administrative expenses
$412,510
Total expenses
$64,652,942
Net increase / (decrease)
$109,522,043
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 27%Participant 73%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income37%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    RECORDKEEPER · Direct $400.2K · Indirect $0
  2. 2
    NONE · Direct $76K

Related Form 5500 pages