Uc Health, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Uc Health, LLC
  • Sponsor EIN: 311435820
  • Sponsor Address: 3200 BURNET AVENUE, CINCINNATI, OH, 45229
  • Plan Type: 401(k)
  • Total Participants: 10,734
  • Total Assets: $758.4M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202410,734$758.4M$21.9M$60.4M
202310,186$664.9M$20.0M$54.3M
20229,699$561.3M$19.7M$53.0M

Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

Provider Name Role Direct Compensation Indirect Compensation Total Fees
ERNST & YOUNG LLPAuditor$0

Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

  • Total Service Provider Fees: $0

Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

Year Total Admin Expenses Investment Mgmt Fees Contract Admin Fees IQPA Audit Fees Professional Fees
2024$406,949$406,949
2023$412,510$412,510
2022$453,623$453,623

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