Plan Snapshot
- Plan Sponsor: Uc Health, LLC
- Sponsor EIN: 311435820
- Sponsor Address: 3200 BURNET AVENUE, CINCINNATI, OH, 45229
- Plan Type: DB
- Total Participants: 1,559
- Total Assets: $239.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,559 | $239.8M | $7.9M | $0 |
| 2023 | 1,736 | $239.8M | $1.7M | $0 |
| 2022 | 1,861 | $227.9M | $9.6M | $0 |
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 |
|---|---|---|---|---|
| TOWERS WATSON DELAWARE | Recordkeeper | $635,278 | — | $635,278 |
| FUND EVALUATION GROUP, LLC | Other Service Provider | $217,558 | — | $217,558 |
| STATE STREET RETIREE SERVICES | Other Service Provider | $49,425 | — | $49,425 |
| ERNST & YOUNG LLP | Auditor | $41,200 | — | $41,200 |
| STATE STREET BANK & TRUST | Other Service Provider | $30,360 | — | $30,360 |
| DELOITTE & TOUCHE LLP | Auditor | $9,876 | — | $9,876 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TOWERS WATSON DELAWARE — Recordkeeper
- ERNST & YOUNG LLP — Auditor
- DELOITTE & TOUCHE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $983,697
- Estimated Expense Ratio: 0.410% of plan assets
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 | $3,214,692 | $217,558 | — | $51,076 | — |
| 2023 | $3,856,354 | $205,181 | — | $61,346 | — |
| 2022 | $4,293,777 | $220,782 | — | — | $342,527 |