University Health System, Inc. 403(B) Plan — Form 5500 plan (University Health System, 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, University Health System, Inc. 403(B) Plan is a benefit plan reported by University Health System, Inc. under EIN 31-1626179 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,719 participants and $374,135,304 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Health System, Inc.
- EIN
- 31-1626179
- Plan number
- 001
- Plan type
- 2
- Location
- Knoxville, TN
- Latest filing year
- 2023
- Participants
- 6,719
- End-of-year plan assets
- $374,135,304
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,719 | H, C | 20241005054801NAL0022330352001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $374,135,304
- Total liabilities (EOY)
- $4,287
- Net assets (EOY)
- $374,131,017
- Net assets (BOY)
- $305,931,073
Income & contributions
- Employer contributions
- $14,468,037
- Participant contributions
- $19,788,000
- Total contributions
- $36,145,196
- Total income / additions
- $95,299,449
Expenses & distributions
- Benefits paid
- $26,245,673
- Administrative expenses
- $853,314
- Total expenses
- $27,099,505
- Net increase / (decrease)
- $68,199,944
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $698,664 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $120,000 | not reported in the loaded dataset | 2023 |
| Pugh & Company Pc | AUDITOR | $33,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for University Health System, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Knoxville, TN
- Empower Annuity Insurance Company — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Pugh & Company Pc — Schedule C compensation