Plan Snapshot
- Plan Sponsor: University Health System, INC.
- Sponsor EIN: 311626179
- Sponsor Address: 2035 MEDICAL CENTER WAY, KNOXVILLE, TN, 37920
- Plan Type: 403(b)
- Total Participants: 5,832
- Total Assets: $445.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,832 | $445.6M | $15.9M | $22.0M |
| 2023 | 5,433 | $374.1M | $14.5M | $19.8M |
| 2022 | 5,080 | $305.9M | $12.7M | $16.9M |
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 |
|---|---|---|---|---|
| PUGH & COMPANY, P.C. | Auditor | — | — | $0 |
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 | $861,281 | $211,695 | — | — | — |
| 2023 | $853,314 | $120,000 | — | $33,750 | — |
| 2022 | $828,478 | — | $828,478 | — | — |