Plan Snapshot
- Plan Sponsor: University Community Health System
- Sponsor EIN: 591113901
- Sponsor Address: 900 HOPE WAY, ALTAMONTE SPRINGS, FL, 32714
- Plan Type: DB
- Total Participants: 421
- Total Assets: $92.5M
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 | 421 | $92.5M | $0 | $0 |
| 2023 | 458 | $101.1M | $9.0M | $0 |
| 2022 | 524 | $96.4M | $0 | $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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES, LLP | Auditor | $35,177 | — | $35,177 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,177
- Estimated Expense Ratio: 0.038% 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 | $811,504 | — | — | $35,177 | — |
| 2023 | $1,711,664 | $5,204 | — | $51,450 | — |
| 2022 | $1,746,646 | $206,284 | $430,582 | — | $61,492 |