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UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 401k Plan overview

Plan NameUNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN
Plan identification number 333

UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

UNIVERSITY HOSPITALS HEALTH SYSTEM has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITY HOSPITALS HEALTH SYSTEM
Employer identification number (EIN):340714775
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332022-01-01
3332021-01-01
3332020-01-01
3332019-01-01
3332019-01-01
3332018-01-01
3332018-01-01
3332017-01-01THOMAS SNOWBERGER
3332016-01-01THOMAS SNOWBERGER
3332015-01-01THOMAS SNOWBERGER
3332014-01-01THOMAS SNOWBERGER
3332013-01-01THOMAS SNOWBERGER
3332012-01-01ELLIOTT KELLMAN
3332011-01-01ELLIOTT KELLMAN
3332010-01-01ELLIOTT KELLMAN
3332009-01-01ELLIOTT KELLMAN

Plan Statistics for UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN

401k plan membership statisitcs for UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN

Measure Date Value
2022: UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-311,372,602,675
Acturial value of plan assets2022-12-311,277,857,286
Funding target for retired participants and beneficiaries receiving payment2022-12-31332,120,683
Number of terminated vested participants2022-12-3110,075
Fundng target for terminated vested participants2022-12-31174,428,051
Active participant vested funding target2022-12-31580,187,809
Number of active participants2022-12-3123,502
Total funding liabilities for active participants2022-12-31593,258,438
Total participant count2022-12-3136,214
Total funding target for all participants2022-12-311,099,807,172
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31113,220,803
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-3154,028,963
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3159,191,840
Present value of excess contributions2022-12-3199,530,698
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31110,741,344
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-31110,741,344
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31179,433,474
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3165,568,525
Net shortfall amortization installment of oustanding balance2022-12-311,383,360
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-3166,208,134
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-3166,208,134
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0136,214
Total number of active participants reported on line 7a of the Form 55002022-01-0123,194
Number of retired or separated participants receiving benefits2022-01-01182
Number of other retired or separated participants entitled to future benefits2022-01-0111,439
Total of all active and inactive participants2022-01-0134,815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01109
Total participants2022-01-0134,924
Number of participants with account balances2022-01-01583
2021: UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-311,164,874,373
Acturial value of plan assets2021-12-311,093,679,093
Funding target for retired participants and beneficiaries receiving payment2021-12-31287,255,491
Number of terminated vested participants2021-12-319,000
Fundng target for terminated vested participants2021-12-31176,358,554
Active participant vested funding target2021-12-31554,761,788
Number of active participants2021-12-3120,322
Total funding liabilities for active participants2021-12-31567,439,939
Total participant count2021-12-3131,548
Total funding target for all participants2021-12-311,031,053,984
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31165,378,875
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-3165,280,915
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31100,097,960
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31113,220,803
Total employer contributions2021-12-31113,992,037
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31107,688,565
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3157,202,606
Net shortfall amortization installment of oustanding balance2021-12-3150,595,694
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-3162,186,830
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-3154,028,963
Additional cash requirement2021-12-318,157,867
Contributions allocatedtoward minimum required contributions for current year2021-12-31107,688,565
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0131,548
Total number of active participants reported on line 7a of the Form 55002021-01-0121,578
Number of retired or separated participants receiving benefits2021-01-012,559
Number of other retired or separated participants entitled to future benefits2021-01-0110,003
Total of all active and inactive participants2021-01-0134,140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01150
Total participants2021-01-0134,290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01273
2020: UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-311,113,702,547
Acturial value of plan assets2020-12-311,083,219,732
Funding target for retired participants and beneficiaries receiving payment2020-12-31259,364,013
Number of terminated vested participants2020-12-318,120
Fundng target for terminated vested participants2020-12-31172,179,122
Active participant vested funding target2020-12-31535,254,951
Number of active participants2020-12-3121,588
Total funding liabilities for active participants2020-12-31549,554,888
Total participant count2020-12-3131,632
Total funding target for all participants2020-12-31981,098,023
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3185,452,891
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-3185,452,891
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31147,266,502
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31165,378,875
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-31165,378,875
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31165,378,875
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3159,341,910
Net shortfall amortization installment of oustanding balance2020-12-3163,257,166
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3165,280,915
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-3165,280,915
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0131,632
Total number of active participants reported on line 7a of the Form 55002020-01-0120,322
Number of retired or separated participants receiving benefits2020-01-012,154
Number of other retired or separated participants entitled to future benefits2020-01-018,932
Total of all active and inactive participants2020-01-0131,408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01140
Total participants2020-01-0131,548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01496
2019: UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-31862,991,072
Acturial value of plan assets2019-12-31898,861,992
Funding target for retired participants and beneficiaries receiving payment2019-12-31248,979,622
Number of terminated vested participants2019-12-317,908
Fundng target for terminated vested participants2019-12-31170,000,401
Active participant vested funding target2019-12-31530,058,763
Number of active participants2019-12-3120,845
Total funding liabilities for active participants2019-12-31545,940,218
Total participant count2019-12-3130,320
Total funding target for all participants2019-12-31964,920,241
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31163,729,391
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-3176,872,253
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3186,857,138
Present value of excess contributions2019-12-3118,121,442
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3117,496,252
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-3117,496,252
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-3115,903,928
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3185,452,891
Total employer contributions2019-12-3179,714,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3172,622,902
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3160,410,016
Net shortfall amortization installment of oustanding balance2019-12-31151,511,140
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31103,443,741
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-3185,452,891
Additional cash requirement2019-12-3117,990,850
Contributions allocatedtoward minimum required contributions for current year2019-12-3172,622,902
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0130,320
Total number of active participants reported on line 7a of the Form 55002019-01-0121,588
Number of retired or separated participants receiving benefits2019-01-011,858
Number of other retired or separated participants entitled to future benefits2019-01-018,059
Total of all active and inactive participants2019-01-0131,505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01127
Total participants2019-01-0131,632
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01411
2018: UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-311,018,897,925
Acturial value of plan assets2018-12-31974,944,426
Funding target for retired participants and beneficiaries receiving payment2018-12-31266,135,274
Number of terminated vested participants2018-12-318,053
Fundng target for terminated vested participants2018-12-31161,412,052
Active participant vested funding target2018-12-31540,150,207
Number of active participants2018-12-3120,760
Total funding liabilities for active participants2018-12-31559,573,559
Total participant count2018-12-3132,636
Total funding target for all participants2018-12-31987,120,885
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31102,077,759
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-3147,032,320
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3155,045,439
Present value of excess contributions2018-12-3189,713,429
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3199,805,123
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3199,805,123
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31163,729,391
Total employer contributions2018-12-3132,500,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3129,638,381
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3147,876,578
Net shortfall amortization installment of oustanding balance2018-12-31175,905,850
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3188,389,192
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-3176,872,253
Additional cash requirement2018-12-3111,516,939
Contributions allocatedtoward minimum required contributions for current year2018-12-3129,638,381
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0132,636
Total number of active participants reported on line 7a of the Form 55002018-01-0120,422
Number of retired or separated participants receiving benefits2018-01-011,512
Number of other retired or separated participants entitled to future benefits2018-01-018,286
Total of all active and inactive participants2018-01-0130,220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01100
Total participants2018-01-0130,320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01549
2017: UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-31813,451,135
Acturial value of plan assets2017-12-31836,385,583
Funding target for retired participants and beneficiaries receiving payment2017-12-31243,196,238
Number of terminated vested participants2017-12-317,592
Fundng target for terminated vested participants2017-12-31107,451,894
Active participant vested funding target2017-12-31520,553,076
Number of active participants2017-12-3120,478
Total funding liabilities for active participants2017-12-31537,146,311
Total participant count2017-12-3131,690
Total funding target for all participants2017-12-31887,794,443
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3168,429,121
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-3138,060,297
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3130,368,824
Present value of excess contributions2017-12-3169,566,373
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3173,566,991
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3173,566,991
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-313,519,231
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31102,077,759
Total employer contributions2017-12-31145,900,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31135,208,581
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3158,864,696
Net shortfall amortization installment of oustanding balance2017-12-31153,486,619
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3192,527,472
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-3147,032,320
Additional cash requirement2017-12-3145,495,152
Contributions allocatedtoward minimum required contributions for current year2017-12-31135,208,581
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0131,690
Total number of active participants reported on line 7a of the Form 55002017-01-0120,639
Number of retired or separated participants receiving benefits2017-01-013,563
Number of other retired or separated participants entitled to future benefits2017-01-017,966
Total of all active and inactive participants2017-01-0132,168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01307
Total participants2017-01-0132,475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01641
2016: UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-31730,912,095
Acturial value of plan assets2016-12-31772,042,390
Funding target for retired participants and beneficiaries receiving payment2016-12-31217,970,032
Number of terminated vested participants2016-12-319,360
Fundng target for terminated vested participants2016-12-31113,550,980
Active participant vested funding target2016-12-31481,332,064
Number of active participants2016-12-3117,919
Total funding liabilities for active participants2016-12-31497,570,107
Total participant count2016-12-3130,659
Total funding target for all participants2016-12-31829,091,119
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31113,917,355
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-3145,371,706
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3168,545,649
Present value of excess contributions2016-12-31942,357
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31940,755
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3168,429,121
Total employer contributions2016-12-31119,000,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31108,990,844
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3151,059,288
Net shortfall amortization installment of oustanding balance2016-12-31125,477,850
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3177,484,768
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-3138,060,297
Additional cash requirement2016-12-3139,424,471
Contributions allocatedtoward minimum required contributions for current year2016-12-31108,990,844
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0130,659
Total number of active participants reported on line 7a of the Form 55002016-01-0118,401
Number of retired or separated participants receiving benefits2016-01-013,364
Number of other retired or separated participants entitled to future benefits2016-01-017,482
Total of all active and inactive participants2016-01-0129,247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01348
Total participants2016-01-0129,595
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01469
2015: UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0128,615
Total number of active participants reported on line 7a of the Form 55002015-01-0116,495
Number of retired or separated participants receiving benefits2015-01-013,138
Number of other retired or separated participants entitled to future benefits2015-01-019,275
Total of all active and inactive participants2015-01-0128,908
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01295
Total participants2015-01-0129,203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01376
2014: UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0121,696
Total number of active participants reported on line 7a of the Form 55002014-01-0113,627
Number of retired or separated participants receiving benefits2014-01-013,045
Number of other retired or separated participants entitled to future benefits2014-01-018,620
Total of all active and inactive participants2014-01-0125,292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01516
Total participants2014-01-0125,808
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01235
2013: UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0120,762
Total number of active participants reported on line 7a of the Form 55002013-01-0112,352
Number of retired or separated participants receiving benefits2013-01-011,830
Number of other retired or separated participants entitled to future benefits2013-01-017,009
Total of all active and inactive participants2013-01-0121,191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01255
Total participants2013-01-0121,446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01343
2012: UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0120,762
Total number of active participants reported on line 7a of the Form 55002012-01-0112,256
Number of retired or separated participants receiving benefits2012-01-011,658
Number of other retired or separated participants entitled to future benefits2012-01-016,690
Total of all active and inactive participants2012-01-0120,604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01158
Total participants2012-01-0120,762
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01444
2011: UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0118,085
Total number of active participants reported on line 7a of the Form 55002011-01-0111,528
Number of retired or separated participants receiving benefits2011-01-011,442
Number of other retired or separated participants entitled to future benefits2011-01-016,375
Total of all active and inactive participants2011-01-0119,345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01142
Total participants2011-01-0119,487
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01391
2010: UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0117,633
Total number of active participants reported on line 7a of the Form 55002010-01-0110,523
Number of retired or separated participants receiving benefits2010-01-011,286
Number of other retired or separated participants entitled to future benefits2010-01-016,153
Total of all active and inactive participants2010-01-0117,962
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01123
Total participants2010-01-0118,085
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01580
2009: UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0116,643
Total number of active participants reported on line 7a of the Form 55002009-01-0110,518
Number of retired or separated participants receiving benefits2009-01-011,164
Number of other retired or separated participants entitled to future benefits2009-01-015,959
Total of all active and inactive participants2009-01-0117,641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0182
Total participants2009-01-0117,723
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01378

Financial Data on UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN

Measure Date Value
2022 : UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$78,105
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$234,163
Total income from all sources (including contributions)2022-12-31$-174,373,247
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$341,533,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$330,268,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$856,834,008
Value of total assets at beginning of year2022-12-31$1,372,897,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$11,265,321
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$16,984,186
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$16,984,186
Administrative expenses professional fees incurred2022-12-31$2,938,776
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$15,029,064
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$247
Administrative expenses (other) incurred2022-12-31$7,449,600
Liabilities. Value of operating payables at end of year2022-12-31$78,105
Liabilities. Value of operating payables at beginning of year2022-12-31$234,163
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-515,907,059
Value of net assets at end of year (total assets less liabilities)2022-12-31$856,755,903
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,372,662,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$369,953,579
Assets. partnership/joint venture interests at beginning of year2022-12-31$376,105,175
Investment advisory and management fees2022-12-31$876,945
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$228,514,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$398,266,231
Value of interest in common/collective trusts at end of year2022-12-31$198,416,958
Value of interest in common/collective trusts at beginning of year2022-12-31$442,972,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$44,828,230
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$31,609,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$31,609,385
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$242,745,000
Asset value of US Government securities at end of year2022-12-31$91,854
Asset value of US Government securities at beginning of year2022-12-31$9,951,883
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-191,357,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$113,992,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$87,523,491
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KPMG, LLP
Accountancy firm EIN2022-12-31135565207
2021 : UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$234,163
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$527,386
Total income from all sources (including contributions)2021-12-31$293,737,690
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$85,631,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$75,821,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$113,992,037
Value of total assets at end of year2021-12-31$1,372,897,125
Value of total assets at beginning of year2021-12-31$1,165,084,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$9,810,033
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$23,907,220
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$23,907,220
Administrative expenses professional fees incurred2021-12-31$8,274,392
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$247
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$406,326
Liabilities. Value of operating payables at end of year2021-12-31$234,163
Liabilities. Value of operating payables at beginning of year2021-12-31$527,386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$208,106,040
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,372,662,962
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,164,556,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$376,105,175
Assets. partnership/joint venture interests at beginning of year2021-12-31$213,348,347
Investment advisory and management fees2021-12-31$1,535,641
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$398,266,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$275,360,659
Value of interest in common/collective trusts at end of year2021-12-31$442,972,167
Value of interest in common/collective trusts at beginning of year2021-12-31$520,076,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$31,609,385
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$14,008,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$14,008,377
Asset value of US Government securities at end of year2021-12-31$9,951,883
Asset value of US Government securities at beginning of year2021-12-31$38,884,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$155,838,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$113,992,037
Employer contributions (assets) at end of year2021-12-31$113,992,037
Employer contributions (assets) at beginning of year2021-12-31$103,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$75,821,617
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KPMG, LLP
Accountancy firm EIN2021-12-31135565207
2020 : UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$527,386
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$152,064
Total income from all sources (including contributions)2020-12-31$223,996,180
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$78,340,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$63,189,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$103,000,000
Value of total assets at end of year2020-12-31$1,165,084,308
Value of total assets at beginning of year2020-12-31$1,019,053,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$15,151,635
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$19,774,091
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$19,774,091
Administrative expenses professional fees incurred2020-12-31$13,578,577
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$406,326
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$358,747
Liabilities. Value of operating payables at end of year2020-12-31$527,386
Liabilities. Value of operating payables at beginning of year2020-12-31$152,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$145,655,329
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,164,556,922
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,018,901,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$213,348,347
Assets. partnership/joint venture interests at beginning of year2020-12-31$251,727,669
Investment advisory and management fees2020-12-31$1,573,058
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$275,360,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$197,438,240
Value of interest in common/collective trusts at end of year2020-12-31$520,076,053
Value of interest in common/collective trusts at beginning of year2020-12-31$416,352,007
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$14,008,377
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$29,908,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$29,908,351
Asset value of US Government securities at end of year2020-12-31$38,884,546
Asset value of US Government securities at beginning of year2020-12-31$43,554,643
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$101,222,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$103,000,000
Employer contributions (assets) at end of year2020-12-31$103,000,000
Employer contributions (assets) at beginning of year2020-12-31$79,714,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$63,189,216
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31KPMG, LLP
Accountancy firm EIN2020-12-31135565207
2019 : UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$152,064
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$152,064
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$894,627
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$894,627
Total income from all sources (including contributions)2019-12-31$219,153,046
Total income from all sources (including contributions)2019-12-31$219,153,046
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$63,794,617
Total of all expenses incurred2019-12-31$63,794,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$48,457,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$48,457,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$79,714,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$79,714,000
Value of total assets at end of year2019-12-31$1,019,053,657
Value of total assets at end of year2019-12-31$1,019,053,657
Value of total assets at beginning of year2019-12-31$864,437,791
Value of total assets at beginning of year2019-12-31$864,437,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,337,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,337,424
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$29,037,874
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$29,037,874
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$29,037,874
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$29,037,874
Administrative expenses professional fees incurred2019-12-31$13,927,993
Administrative expenses professional fees incurred2019-12-31$13,927,993
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$358,747
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$358,747
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$250,978
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$250,978
Liabilities. Value of operating payables at end of year2019-12-31$152,064
Liabilities. Value of operating payables at end of year2019-12-31$152,064
Liabilities. Value of operating payables at beginning of year2019-12-31$894,627
Liabilities. Value of operating payables at beginning of year2019-12-31$894,627
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$155,358,429
Value of net income/loss2019-12-31$155,358,429
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,018,901,593
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,018,901,593
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$863,543,164
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$863,543,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$251,727,669
Assets. partnership/joint venture interests at end of year2019-12-31$251,727,669
Assets. partnership/joint venture interests at beginning of year2019-12-31$290,892,061
Assets. partnership/joint venture interests at beginning of year2019-12-31$290,892,061
Investment advisory and management fees2019-12-31$1,409,431
Investment advisory and management fees2019-12-31$1,409,431
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$197,438,240
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$197,438,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$185,095,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$185,095,223
Value of interest in common/collective trusts at end of year2019-12-31$416,352,007
Value of interest in common/collective trusts at end of year2019-12-31$416,352,007
Value of interest in common/collective trusts at beginning of year2019-12-31$308,767,823
Value of interest in common/collective trusts at beginning of year2019-12-31$308,767,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$29,908,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$29,908,351
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$7,885,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$7,885,417
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$7,885,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$7,885,417
Asset value of US Government securities at end of year2019-12-31$43,554,643
Asset value of US Government securities at end of year2019-12-31$43,554,643
Asset value of US Government securities at beginning of year2019-12-31$39,046,289
Asset value of US Government securities at beginning of year2019-12-31$39,046,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$110,401,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$110,401,172
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$79,714,000
Contributions received in cash from employer2019-12-31$79,714,000
Employer contributions (assets) at end of year2019-12-31$79,714,000
Employer contributions (assets) at end of year2019-12-31$79,714,000
Employer contributions (assets) at beginning of year2019-12-31$32,500,000
Employer contributions (assets) at beginning of year2019-12-31$32,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$48,457,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$48,457,193
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KPMG, LLP
Accountancy firm name2019-12-31KPMG, LLP
Accountancy firm EIN2019-12-31135565207
Accountancy firm EIN2019-12-31135565207
2018 : UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$894,627
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$11,635,674
Total income from all sources (including contributions)2018-12-31$1,149,551
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$147,903,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$133,919,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$32,500,000
Value of total assets at end of year2018-12-31$864,437,791
Value of total assets at beginning of year2018-12-31$1,021,932,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$13,983,621
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$29,295,873
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$29,295,873
Administrative expenses professional fees incurred2018-12-31$12,428,266
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$250,978
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Liabilities. Value of operating payables at end of year2018-12-31$894,627
Liabilities. Value of operating payables at beginning of year2018-12-31$11,635,674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-146,753,617
Value of net assets at end of year (total assets less liabilities)2018-12-31$863,543,164
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,010,296,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$290,892,061
Assets. partnership/joint venture interests at beginning of year2018-12-31$270,372,559
Investment advisory and management fees2018-12-31$1,555,355
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$185,095,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$195,852,086
Value of interest in common/collective trusts at end of year2018-12-31$308,767,823
Value of interest in common/collective trusts at beginning of year2018-12-31$364,652,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$7,885,417
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$15,452,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$15,452,689
Asset value of US Government securities at end of year2018-12-31$39,046,289
Asset value of US Government securities at beginning of year2018-12-31$39,402,507
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-60,646,322
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$32,500,000
Employer contributions (assets) at end of year2018-12-31$32,500,000
Employer contributions (assets) at beginning of year2018-12-31$136,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$133,919,547
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$39
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KPMG, LLP
Accountancy firm EIN2018-12-31135565207
2017 : UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$11,039,769
Total unrealized appreciation/depreciation of assets2017-12-31$11,039,769
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$11,635,674
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$849,637
Total income from all sources (including contributions)2017-12-31$263,435,123
Total loss/gain on sale of assets2017-12-31$4,935,425
Total of all expenses incurred2017-12-31$69,296,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$54,898,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$145,900,000
Value of total assets at end of year2017-12-31$1,021,932,455
Value of total assets at beginning of year2017-12-31$817,008,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$14,397,937
Total interest from all sources2017-12-31$2,017,826
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,312,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$4,312,834
Administrative expenses professional fees incurred2017-12-31$2,187,024
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$985,617
Other income not declared elsewhere2017-12-31$4,871,048
Administrative expenses (other) incurred2017-12-31$10,907,524
Liabilities. Value of operating payables at end of year2017-12-31$11,635,674
Liabilities. Value of operating payables at beginning of year2017-12-31$849,637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$194,138,282
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,010,296,781
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$816,158,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$270,372,559
Assets. partnership/joint venture interests at beginning of year2017-12-31$228,397,217
Investment advisory and management fees2017-12-31$1,303,389
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$195,852,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$172,888,500
Interest earned on other investments2017-12-31$1,266,029
Income. Interest from US Government securities2017-12-31$747,661
Value of interest in common/collective trusts at end of year2017-12-31$364,652,575
Value of interest in common/collective trusts at beginning of year2017-12-31$270,956,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$15,452,689
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$13,118,017
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$13,118,017
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4,136
Asset value of US Government securities at end of year2017-12-31$39,402,507
Asset value of US Government securities at beginning of year2017-12-31$24,762,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$22,384,977
Net investment gain or loss from common/collective trusts2017-12-31$67,973,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$145,900,000
Employer contributions (assets) at end of year2017-12-31$136,200,000
Employer contributions (assets) at beginning of year2017-12-31$105,900,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$54,898,904
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$39
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$34
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$79,235,579
Aggregate carrying amount (costs) on sale of assets2017-12-31$74,300,154
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KPMG, LLP
Accountancy firm EIN2017-12-31135565207
2016 : UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$3,414,140
Total unrealized appreciation/depreciation of assets2016-12-31$3,414,140
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$849,637
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$540,152
Total income from all sources (including contributions)2016-12-31$157,565,987
Total loss/gain on sale of assets2016-12-31$7,726,009
Total of all expenses incurred2016-12-31$72,145,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$58,573,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$119,000,000
Value of total assets at end of year2016-12-31$817,008,136
Value of total assets at beginning of year2016-12-31$731,278,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,572,080
Total interest from all sources2016-12-31$60,244
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,146,778
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$4,146,778
Administrative expenses professional fees incurred2016-12-31$1,810,123
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$985,617
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$6,651,166
Other income not declared elsewhere2016-12-31$3,269,246
Administrative expenses (other) incurred2016-12-31$10,597,923
Liabilities. Value of operating payables at end of year2016-12-31$849,637
Liabilities. Value of operating payables at beginning of year2016-12-31$540,152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$85,420,476
Value of net assets at end of year (total assets less liabilities)2016-12-31$816,158,499
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$730,738,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$228,397,217
Assets. partnership/joint venture interests at beginning of year2016-12-31$226,224,913
Investment advisory and management fees2016-12-31$1,164,034
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$172,888,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$253,828,418
Interest earned on other investments2016-12-31$-107,015
Income. Interest from US Government securities2016-12-31$167,834
Value of interest in common/collective trusts at end of year2016-12-31$270,956,623
Value of interest in common/collective trusts at beginning of year2016-12-31$226,317,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$13,118,017
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$9,522,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$9,522,074
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$-575
Asset value of US Government securities at end of year2016-12-31$24,762,128
Asset value of US Government securities at beginning of year2016-12-31$34,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,892,305
Net investment gain or loss from common/collective trusts2016-12-31$15,057,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$119,000,000
Employer contributions (assets) at end of year2016-12-31$105,900,000
Employer contributions (assets) at beginning of year2016-12-31$8,700,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$58,573,431
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$34
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$104
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$114,786,451
Aggregate carrying amount (costs) on sale of assets2016-12-31$107,060,442
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KPMG, LLP
Accountancy firm EIN2016-12-31135565207
2015 : UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-6,259,360
Total unrealized appreciation/depreciation of assets2015-12-31$-6,259,360
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$540,152
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$323,650
Total income from all sources (including contributions)2015-12-31$7,584,479
Total loss/gain on sale of assets2015-12-31$10,791,597
Total of all expenses incurred2015-12-31$53,528,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$42,295,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,700,000
Value of total assets at end of year2015-12-31$731,278,175
Value of total assets at beginning of year2015-12-31$777,005,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,232,765
Total interest from all sources2015-12-31$235,513
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,345,380
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$5,792,292
Administrative expenses professional fees incurred2015-12-31$2,315,321
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$6,651,166
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$143,015,778
Other income not declared elsewhere2015-12-31$-4,294,516
Administrative expenses (other) incurred2015-12-31$7,624,102
Liabilities. Value of operating payables at end of year2015-12-31$540,152
Liabilities. Value of operating payables at beginning of year2015-12-31$323,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-45,944,013
Value of net assets at end of year (total assets less liabilities)2015-12-31$730,738,023
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$776,682,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$226,224,913
Assets. partnership/joint venture interests at beginning of year2015-12-31$191,047,955
Investment advisory and management fees2015-12-31$1,293,342
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$253,828,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$201,525,629
Interest earned on other investments2015-12-31$-27,992
Income. Interest from US Government securities2015-12-31$89,877
Income. Interest from corporate debt instruments2015-12-31$173,599
Value of interest in common/collective trusts at end of year2015-12-31$226,317,438
Value of interest in common/collective trusts at beginning of year2015-12-31$222,755,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$9,522,074
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$20,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$20,865
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$29
Asset value of US Government securities at end of year2015-12-31$34,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-7,922,493
Net investment gain or loss from common/collective trusts2015-12-31$-11,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$8,700,000
Employer contributions (assets) at end of year2015-12-31$8,700,000
Income. Dividends from preferred stock2015-12-31$3,315
Income. Dividends from common stock2015-12-31$549,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$42,295,727
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$104
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$18,640,011
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$135,745,667
Aggregate carrying amount (costs) on sale of assets2015-12-31$124,954,070
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KPMG, LLP
Accountancy firm EIN2015-12-31135565207
2014 : UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$8,703,802
Total unrealized appreciation/depreciation of assets2014-12-31$8,703,802
Total transfer of assets to this plan2014-12-31$142,876,838
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$323,650
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,138,506
Total income from all sources (including contributions)2014-12-31$27,911,688
Total loss/gain on sale of assets2014-12-31$4,962,972
Total of all expenses incurred2014-12-31$31,060,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$27,907,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$777,005,686
Value of total assets at beginning of year2014-12-31$638,092,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,152,924
Total interest from all sources2014-12-31$13,429
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$6,584,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$6,048,677
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$143,015,778
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$20,389,613
Other income not declared elsewhere2014-12-31$2,164,735
Administrative expenses (other) incurred2014-12-31$2,439,939
Liabilities. Value of operating payables at end of year2014-12-31$323,650
Liabilities. Value of operating payables at beginning of year2014-12-31$1,138,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-3,148,630
Value of net assets at end of year (total assets less liabilities)2014-12-31$776,682,036
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$636,953,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$191,047,955
Assets. partnership/joint venture interests at beginning of year2014-12-31$165,349,499
Investment advisory and management fees2014-12-31$712,985
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$201,525,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$207,236,890
Interest earned on other investments2014-12-31$13,438
Value of interest in common/collective trusts at end of year2014-12-31$222,755,448
Value of interest in common/collective trusts at beginning of year2014-12-31$226,658,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$20,865
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$314,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$314,729
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$-9
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-4,797,526
Net investment gain or loss from common/collective trusts2014-12-31$10,279,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Income. Dividends from common stock2014-12-31$535,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$27,907,394
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$18,640,011
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$18,143,378
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$49,868,485
Aggregate carrying amount (costs) on sale of assets2014-12-31$44,905,513
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KPMG, LLP
Accountancy firm EIN2014-12-31135565207
2013 : UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$12,322,382
Total unrealized appreciation/depreciation of assets2013-12-31$12,322,382
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,138,506
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$561,589
Total income from all sources (including contributions)2013-12-31$172,599,372
Total loss/gain on sale of assets2013-12-31$5,648,632
Total of all expenses incurred2013-12-31$30,792,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$26,905,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$128,955,500
Value of total assets at end of year2013-12-31$638,092,334
Value of total assets at beginning of year2013-12-31$495,708,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,887,337
Total interest from all sources2013-12-31$191,591
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$5,758,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$5,407,573
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$107,016
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$20,389,613
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$361,565
Other income not declared elsewhere2013-12-31$483,264
Administrative expenses (other) incurred2013-12-31$3,116,589
Liabilities. Value of operating payables at end of year2013-12-31$1,138,506
Liabilities. Value of operating payables at beginning of year2013-12-31$561,589
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$141,806,780
Value of net assets at end of year (total assets less liabilities)2013-12-31$636,953,828
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$495,147,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$165,349,499
Assets. partnership/joint venture interests at beginning of year2013-12-31$172,586,571
Investment advisory and management fees2013-12-31$770,748
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$207,236,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$121,786,902
Interest earned on other investments2013-12-31$191,580
Value of interest in common/collective trusts at end of year2013-12-31$226,658,225
Value of interest in common/collective trusts at beginning of year2013-12-31$114,667,917
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$314,729
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$943,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$943,586
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$11,081,300
Net investment gain or loss from common/collective trusts2013-12-31$8,158,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$128,955,500
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$70,000,000
Income. Dividends from preferred stock2013-12-31$-5
Income. Dividends from common stock2013-12-31$350,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$26,905,255
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$18,143,378
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$15,255,080
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$69,630,836
Aggregate carrying amount (costs) on sale of assets2013-12-31$63,982,204
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KPMG, LLP
Accountancy firm EIN2013-12-31135565207
2012 : UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,842,716
Total unrealized appreciation/depreciation of assets2012-12-31$1,842,716
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$561,589
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$679,562
Total income from all sources (including contributions)2012-12-31$113,822,794
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$22,539,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$19,351,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$89,251,230
Value of total assets at end of year2012-12-31$495,708,637
Value of total assets at beginning of year2012-12-31$404,543,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,188,288
Total interest from all sources2012-12-31$10
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$4,363,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$3,911,682
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$107,016
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$54,701
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$361,565
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$365,327
Other income not declared elsewhere2012-12-31$8,670,321
Administrative expenses (other) incurred2012-12-31$2,368,278
Liabilities. Value of operating payables at end of year2012-12-31$561,589
Liabilities. Value of operating payables at beginning of year2012-12-31$679,562
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$91,283,385
Value of net assets at end of year (total assets less liabilities)2012-12-31$495,147,048
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$403,863,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$172,586,571
Assets. partnership/joint venture interests at beginning of year2012-12-31$114,388,139
Investment advisory and management fees2012-12-31$820,010
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$121,786,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$64,417,116
Value of interest in common/collective trusts at end of year2012-12-31$114,667,917
Value of interest in common/collective trusts at beginning of year2012-12-31$193,362,255
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$943,586
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$29,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$29,534
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$10
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,797,028
Net investment gain or loss from common/collective trusts2012-12-31$5,897,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$89,251,230
Employer contributions (assets) at end of year2012-12-31$70,000,000
Employer contributions (assets) at beginning of year2012-12-31$18,684,263
Income. Dividends from preferred stock2012-12-31$1,372
Income. Dividends from common stock2012-12-31$450,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$19,351,121
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$15,255,080
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$13,241,890
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KPMG, LLP
Accountancy firm EIN2012-12-31135565207
2011 : UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,278,143
Total unrealized appreciation/depreciation of assets2011-12-31$-1,278,143
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$679,562
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$267,048
Total income from all sources (including contributions)2011-12-31$38,802,734
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$18,152,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$16,044,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$39,937,052
Value of total assets at end of year2011-12-31$404,543,225
Value of total assets at beginning of year2011-12-31$383,480,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,107,572
Total interest from all sources2011-12-31$3,117,432
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$54,701
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$33,575
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$365,327
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$904,705
Other income not declared elsewhere2011-12-31$-4,277,435
Administrative expenses (other) incurred2011-12-31$1,249,390
Liabilities. Value of operating payables at end of year2011-12-31$679,562
Liabilities. Value of operating payables at beginning of year2011-12-31$267,048
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$20,650,294
Value of net assets at end of year (total assets less liabilities)2011-12-31$403,863,663
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$383,213,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$114,388,139
Assets. partnership/joint venture interests at beginning of year2011-12-31$56,750,773
Investment advisory and management fees2011-12-31$237,941
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$64,417,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$71,208,180
Interest earned on other investments2011-12-31$3,117,432
Value of interest in common/collective trusts at end of year2011-12-31$193,362,255
Value of interest in common/collective trusts at beginning of year2011-12-31$164,873,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$29,534
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$24,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$24,517
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$1,639,451
Net investment gain or loss from common/collective trusts2011-12-31$-335,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$39,937,052
Employer contributions (assets) at end of year2011-12-31$18,684,263
Employer contributions (assets) at beginning of year2011-12-31$78,320,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$16,044,868
Contract administrator fees2011-12-31$620,241
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$13,241,890
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$11,365,032
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG,LLP
Accountancy firm EIN2011-12-31135565207
2010 : UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-636,621
Total unrealized appreciation/depreciation of assets2010-12-31$-636,621
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$267,048
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$624,997
Total income from all sources (including contributions)2010-12-31$100,813,907
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$15,658,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$13,383,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$87,192,674
Value of total assets at end of year2010-12-31$378,980,417
Value of total assets at beginning of year2010-12-31$294,183,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,275,508
Total interest from all sources2010-12-31$2,426,591
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$68,583
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$210,592
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$904,705
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$214,334
Other income not declared elsewhere2010-12-31$1,617,696
Administrative expenses (other) incurred2010-12-31$1,023,889
Liabilities. Value of operating payables at end of year2010-12-31$267,048
Liabilities. Value of operating payables at beginning of year2010-12-31$624,997
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$85,155,049
Value of net assets at end of year (total assets less liabilities)2010-12-31$378,713,369
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$293,558,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$56,750,773
Assets. partnership/joint venture interests at beginning of year2010-12-31$37,802,719
Investment advisory and management fees2010-12-31$299,827
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$71,208,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$17,196,018
Interest earned on other investments2010-12-31$2,426,591
Value of interest in common/collective trusts at end of year2010-12-31$164,873,635
Value of interest in common/collective trusts at beginning of year2010-12-31$168,876,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$24,517
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$23,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$23,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$8,768,035
Net investment gain or loss from common/collective trusts2010-12-31$1,445,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$87,192,674
Employer contributions (assets) at end of year2010-12-31$73,820,000
Employer contributions (assets) at beginning of year2010-12-31$26,477,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$13,383,350
Contract administrator fees2010-12-31$883,209
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$11,398,607
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$43,381,510
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG, LLP
Accountancy firm EIN2010-12-31135565207
2009 : UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN

2022: UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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