Plan Snapshot
- Plan Sponsor: University Hospitals Health System
- Sponsor EIN: 340714775
- Sponsor Address: 3605 WARRENSVILLE CENTER ROAD, SHAKER HEIGHTS, OH, 44122
- Plan Type: DB
- Total Participants: 25,032
- Total Assets: $919.6M
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 | 25,032 | $919.6M | $30.2M | $0 |
| 2023 | 23,558 | $890.8M | $23.5M | $0 |
| 2022 | 23,194 | $856.8M | $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 |
|---|---|---|---|---|
| KPMG, LLP | Auditor | $68,334 | — | $68,334 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KPMG, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,334
- Estimated Expense Ratio: 0.007% 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 | $17,509,039 | $3,039,313 | — | $68,334 | — |
| 2023 | $22,257,940 | $1,673,095 | $852,326 | — | — |
| 2022 | $11,265,321 | $876,945 | — | — | $2,938,776 |