401k Plan data: UNIVERSITY HOSPITAL RETIREMENT INCOME PLAN plan

UNIVERSITY HOSPITAL RETIREMENT INCOME PLAN 401k Plan overview

Plan Name	UNIVERSITY HOSPITAL RETIREMENT INCOME PLAN
Plan identification number	001

UNIVERSITY HOSPITAL RETIREMENT INCOME PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021). Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation). Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

UNIVERSITY HEALTH SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name: UNIVERSITY HEALTH SERVICES, INC.

Employer identification number (EIN): 581581103

NAIC Classification: 622000
NAIC Description: Hospitals

Additional information about UNIVERSITY HEALTH SERVICES, INC.

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 1995-02-07

Company Identification Number: 0441263

Legal Registered Office Address: P O BOX 980152
P. O. BOX 980240
RICHMOND
United States of America (USA)
23298-0152

More information about UNIVERSITY HEALTH SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY HOSPITAL RETIREMENT INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 DAVID A. BELKOSKI 2019-07-25
001 2017-01-01 DAVID A. BELKOSKI 2018-10-15
001 2016-01-01 DAVID A. BELKOSKI
001 2015-01-01 DAVID A. BELKOSKI
001 2015-01-01 DAVID A. BELKOSKI
001 2014-01-01 DAVID A. BELKOSKI
001 2013-01-01 DAVID A. BELKOSKI
001 2012-01-01 DAVID A. BELKOSKI
001 2011-01-01 DAVID A. BELKOSKI
001 2009-01-01 BRENT MALLEK
001 2009-01-01 BRENT MALLEK BRENT MALLEK 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	DAVID A. BELKOSKI	2019-07-25
001	2017-01-01	DAVID A. BELKOSKI	2018-10-15
001	2016-01-01	DAVID A. BELKOSKI
001	2015-01-01	DAVID A. BELKOSKI
001	2015-01-01	DAVID A. BELKOSKI
001	2014-01-01	DAVID A. BELKOSKI
001	2013-01-01	DAVID A. BELKOSKI
001	2012-01-01	DAVID A. BELKOSKI
001	2011-01-01	DAVID A. BELKOSKI
001	2009-01-01	BRENT MALLEK
001	2009-01-01	BRENT MALLEK		BRENT MALLEK	2010-10-15

Plan Statistics for UNIVERSITY HOSPITAL RETIREMENT INCOME PLAN

401k plan membership statisitcs for UNIVERSITY HOSPITAL RETIREMENT INCOME PLAN

Measure Date Value
2016: UNIVERSITY HOSPITAL RETIREMENT INCOME PLAN 2016 401k membership
Market value of plan assets 2016-12-31 222,784,262
Acturial value of plan assets 2016-12-31 232,690,568
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 96,914,591
Number of terminated vested participants 2016-12-31 1,577
Fundng target for terminated vested participants 2016-12-31 34,371,989
Active participant vested funding target 2016-12-31 47,363,429
Number of active participants 2016-12-31 959
Total funding liabilities for active participants 2016-12-31 48,173,076
Total participant count 2016-12-31 4,149
Total funding target for all participants 2016-12-31 179,459,656
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 26,448,546
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 988,725
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 25,459,821
Present value of excess contributions 2016-12-31 30,085,969
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 31,913,671
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 31,913,671
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 57,383,676
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 0
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 1,111,000
Net shortfall amortization installment of oustanding balance 2016-12-31 4,152,764
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 1,919,031
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 1,919,031
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 4,149
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: UNIVERSITY HOSPITAL RETIREMENT INCOME PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4,185
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 959
Number of retired or separated participants receiving benefits 2015-01-01 1,542
Number of other retired or separated participants entitled to future benefits 2015-01-01 1,553
Total of all active and inactive participants 2015-01-01 4,054
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 95
Total participants 2015-01-01 4,149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: UNIVERSITY HOSPITAL RETIREMENT INCOME PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4,226
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,046
Number of retired or separated participants receiving benefits 2014-01-01 1,492
Number of other retired or separated participants entitled to future benefits 2014-01-01 1,559
Total of all active and inactive participants 2014-01-01 4,097
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 88
Total participants 2014-01-01 4,185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: UNIVERSITY HOSPITAL RETIREMENT INCOME PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4,276
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,125
Number of retired or separated participants receiving benefits 2013-01-01 1,436
Number of other retired or separated participants entitled to future benefits 2013-01-01 1,579
Total of all active and inactive participants 2013-01-01 4,140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 86
Total participants 2013-01-01 4,226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: UNIVERSITY HOSPITAL RETIREMENT INCOME PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4,302
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,238
Number of retired or separated participants receiving benefits 2012-01-01 1,367
Number of other retired or separated participants entitled to future benefits 2012-01-01 1,580
Total of all active and inactive participants 2012-01-01 4,185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 91
Total participants 2012-01-01 4,276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: UNIVERSITY HOSPITAL RETIREMENT INCOME PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4,335
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,321
Number of retired or separated participants receiving benefits 2011-01-01 1,305
Number of other retired or separated participants entitled to future benefits 2011-01-01 1,605
Total of all active and inactive participants 2011-01-01 4,231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 71
Total participants 2011-01-01 4,302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: UNIVERSITY HOSPITAL RETIREMENT INCOME PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4,397
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,666
Number of retired or separated participants receiving benefits 2009-01-01 1,074
Number of other retired or separated participants entitled to future benefits 2009-01-01 1,580
Total of all active and inactive participants 2009-01-01 4,320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 40
Total participants 2009-01-01 4,360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2016: UNIVERSITY HOSPITAL RETIREMENT INCOME PLAN 2016 401k membership
Market value of plan assets	2016-12-31	222,784,262
Acturial value of plan assets	2016-12-31	232,690,568
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	96,914,591
Number of terminated vested participants	2016-12-31	1,577
Fundng target for terminated vested participants	2016-12-31	34,371,989
Active participant vested funding target	2016-12-31	47,363,429
Number of active participants	2016-12-31	959
Total funding liabilities for active participants	2016-12-31	48,173,076
Total participant count	2016-12-31	4,149
Total funding target for all participants	2016-12-31	179,459,656
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	26,448,546
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	988,725
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	25,459,821
Present value of excess contributions	2016-12-31	30,085,969
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	31,913,671
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	31,913,671
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	57,383,676
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	0
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	1,111,000
Net shortfall amortization installment of oustanding balance	2016-12-31	4,152,764
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	1,919,031
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	1,919,031
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	4,149
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: UNIVERSITY HOSPITAL RETIREMENT INCOME PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4,185
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	959
Number of retired or separated participants receiving benefits	2015-01-01	1,542
Number of other retired or separated participants entitled to future benefits	2015-01-01	1,553
Total of all active and inactive participants	2015-01-01	4,054
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	95
Total participants	2015-01-01	4,149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: UNIVERSITY HOSPITAL RETIREMENT INCOME PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4,226
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,046
Number of retired or separated participants receiving benefits	2014-01-01	1,492
Number of other retired or separated participants entitled to future benefits	2014-01-01	1,559
Total of all active and inactive participants	2014-01-01	4,097
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	88
Total participants	2014-01-01	4,185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: UNIVERSITY HOSPITAL RETIREMENT INCOME PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4,276
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,125
Number of retired or separated participants receiving benefits	2013-01-01	1,436
Number of other retired or separated participants entitled to future benefits	2013-01-01	1,579
Total of all active and inactive participants	2013-01-01	4,140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	86
Total participants	2013-01-01	4,226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: UNIVERSITY HOSPITAL RETIREMENT INCOME PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4,302
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,238
Number of retired or separated participants receiving benefits	2012-01-01	1,367
Number of other retired or separated participants entitled to future benefits	2012-01-01	1,580
Total of all active and inactive participants	2012-01-01	4,185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	91
Total participants	2012-01-01	4,276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: UNIVERSITY HOSPITAL RETIREMENT INCOME PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4,335
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,321
Number of retired or separated participants receiving benefits	2011-01-01	1,305
Number of other retired or separated participants entitled to future benefits	2011-01-01	1,605
Total of all active and inactive participants	2011-01-01	4,231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	71
Total participants	2011-01-01	4,302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: UNIVERSITY HOSPITAL RETIREMENT INCOME PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4,397
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,666
Number of retired or separated participants receiving benefits	2009-01-01	1,074
Number of other retired or separated participants entitled to future benefits	2009-01-01	1,580
Total of all active and inactive participants	2009-01-01	4,320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	40
Total participants	2009-01-01	4,360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on UNIVERSITY HOSPITAL RETIREMENT INCOME PLAN

Measure	Date	Value
2016 : UNIVERSITY HOSPITAL RETIREMENT INCOME PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$833
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$805,727
Total income from all sources (including contributions)	2016-12-31	$25,730,314
Total loss/gain on sale of assets	2016-12-31	$770,357
Total of all expenses incurred	2016-12-31	$248,932,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$246,410,916
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$14,353,091
Value of total assets at end of year	2016-12-31	$1,877
Value of total assets at beginning of year	2016-12-31	$224,008,895
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,521,522
Total interest from all sources	2016-12-31	$26,397
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,817,439
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-12-31	$3,768,752
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$1,817,439
Administrative expenses professional fees incurred	2016-12-31	$1,987,673
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$4,973,961
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$32
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$199
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$833
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$804,805
Other income not declared elsewhere	2016-12-31	$208,199
Administrative expenses (other) incurred	2016-12-31	$265,536
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$61,084
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-223,202,124
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,044
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$223,203,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$79,864
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$106,601,188
Value of interest in common/collective trusts at end of year	2016-12-31	$0
Value of interest in common/collective trusts at beginning of year	2016-12-31	$56,582,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$1,845
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$741,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$741,178
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$26,397
Assets. Value of investments in 103.12 investment entities at end of year	2016-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2016-12-31	$21,848,317
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$5,006,835
Net investment gain or loss from common/collective trusts	2016-12-31	$3,547,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$14,353,091
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$33,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$246,410,916
Contract administrator fees	2016-12-31	$188,449
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$922
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$770,357
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2016-12-31	560747981
2015 : UNIVERSITY HOSPITAL RETIREMENT INCOME PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$893,331
Total unrealized appreciation/depreciation of assets	2015-12-31	$893,331
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$805,727
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$121,645
Total income from all sources (including contributions)	2015-12-31	$33,557,620
Total loss/gain on sale of assets	2015-12-31	$-32,730
Total of all expenses incurred	2015-12-31	$11,638,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$9,276,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$33,200,000
Value of total assets at end of year	2015-12-31	$224,008,895
Value of total assets at beginning of year	2015-12-31	$201,405,810
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$2,362,502
Total interest from all sources	2015-12-31	$150,772
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$2,780,554
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$2,780,554
Administrative expenses professional fees incurred	2015-12-31	$1,383,322
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$4,973,961
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$28,459,207
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$199
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$411
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$804,805
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$121,645
Other income not declared elsewhere	2015-12-31	$127,688
Administrative expenses (other) incurred	2015-12-31	$547,329
Total non interest bearing cash at end of year	2015-12-31	$61,084
Total non interest bearing cash at beginning of year	2015-12-31	$54,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$21,919,003
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$223,203,168
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$201,284,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$145,169
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$106,601,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$106,280,132
Interest earned on other investments	2015-12-31	$147,216
Value of interest in common/collective trusts at end of year	2015-12-31	$56,582,968
Value of interest in common/collective trusts at beginning of year	2015-12-31	$48,331,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$741,178
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$2,459,508
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$2,459,508
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$3,556
Assets. Value of investments in 103.12 investment entities at end of year	2015-12-31	$21,848,317
Assets. Value of investments in 103.12 investment entities at beginning of year	2015-12-31	$15,820,848
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-3,542,171
Net investment gain or loss from common/collective trusts	2015-12-31	$-19,824
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$33,200,000
Employer contributions (assets) at end of year	2015-12-31	$33,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$9,276,115
Contract administrator fees	2015-12-31	$286,682
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$922
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$74,787,161
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$74,819,891
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2015-12-31	560747981
2014 : UNIVERSITY HOSPITAL RETIREMENT INCOME PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$1,534,238
Total unrealized appreciation/depreciation of assets	2014-12-31	$1,534,238
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$121,645
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$82,244
Total income from all sources (including contributions)	2014-12-31	$10,589,657
Total loss/gain on sale of assets	2014-12-31	$706
Total of all expenses incurred	2014-12-31	$9,674,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$8,814,279
Value of total assets at end of year	2014-12-31	$201,405,810
Value of total assets at beginning of year	2014-12-31	$200,451,580
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$860,549
Total interest from all sources	2014-12-31	$10,530
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$3,429,638
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$3,429,638
Administrative expenses professional fees incurred	2014-12-31	$214,628
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$28,459,207
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$25,000,000
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$411
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$1,723
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$121,645
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$82,244
Other income not declared elsewhere	2014-12-31	$111,095
Administrative expenses (other) incurred	2014-12-31	$369,610
Total non interest bearing cash at end of year	2014-12-31	$54,640
Total non interest bearing cash at beginning of year	2014-12-31	$5,985
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$914,829
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$201,284,165
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$200,369,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$41,413
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$106,280,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$126,661,077
Value of interest in common/collective trusts at end of year	2014-12-31	$48,331,064
Value of interest in common/collective trusts at beginning of year	2014-12-31	$44,223,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$2,459,508
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$1,559,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$1,559,229
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$10,530
Assets. Value of investments in 103.12 investment entities at end of year	2014-12-31	$15,820,848
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$5,015,642
Net investment gain or loss from common/collective trusts	2014-12-31	$487,808
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Employer contributions (assets) at beginning of year	2014-12-31	$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$8,814,279
Contract administrator fees	2014-12-31	$234,898
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$706
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2014-12-31	560747981
2013 : UNIVERSITY HOSPITAL RETIREMENT INCOME PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$82,244
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$117,998
Total income from all sources (including contributions)	2013-12-31	$29,298,352
Total of all expenses incurred	2013-12-31	$9,250,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$8,413,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$3,000,000
Value of total assets at end of year	2013-12-31	$200,451,580
Value of total assets at beginning of year	2013-12-31	$180,439,948
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$837,862
Total interest from all sources	2013-12-31	$2,470
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$2,610,389
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$2,610,389
Administrative expenses professional fees incurred	2013-12-31	$95,413
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$25,000,000
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$1,723
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$36
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$82,244
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$117,998
Other income not declared elsewhere	2013-12-31	$74,946
Administrative expenses (other) incurred	2013-12-31	$720,321
Total non interest bearing cash at end of year	2013-12-31	$5,985
Total non interest bearing cash at beginning of year	2013-12-31	$12
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$20,047,386
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$200,369,336
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$180,321,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$22,128
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$126,661,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$122,802,577
Value of interest in common/collective trusts at end of year	2013-12-31	$44,223,566
Value of interest in common/collective trusts at beginning of year	2013-12-31	$47,367,815
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$1,559,229
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$269,508
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$269,508
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$2,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$8,905,667
Net investment gain or loss from common/collective trusts	2013-12-31	$14,704,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$3,000,000
Employer contributions (assets) at end of year	2013-12-31	$3,000,000
Employer contributions (assets) at beginning of year	2013-12-31	$10,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$8,413,104
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2013-12-31	560747981
2012 : UNIVERSITY HOSPITAL RETIREMENT INCOME PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$-114,158
Total unrealized appreciation/depreciation of assets	2012-12-31	$-114,158
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$117,998
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$171,469
Total income from all sources (including contributions)	2012-12-31	$30,340,467
Total loss/gain on sale of assets	2012-12-31	$7,656,500
Total of all expenses incurred	2012-12-31	$9,117,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$7,937,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$10,000,000
Value of total assets at end of year	2012-12-31	$180,439,948
Value of total assets at beginning of year	2012-12-31	$159,270,800
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,180,437
Total interest from all sources	2012-12-31	$989,947
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$2,610,225
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$1,856,542
Administrative expenses professional fees incurred	2012-12-31	$91,553
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$3,743,292
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$36
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$336,071
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$117,998
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$171,287
Other income not declared elsewhere	2012-12-31	$77,807
Administrative expenses (other) incurred	2012-12-31	$797,468
Total non interest bearing cash at end of year	2012-12-31	$12
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$21,222,619
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$180,321,950
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$159,099,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$291,416
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$122,802,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$49,991,331
Interest earned on other investments	2012-12-31	$89,139
Income. Interest from US Government securities	2012-12-31	$373,867
Income. Interest from corporate debt instruments	2012-12-31	$521,250
Value of interest in common/collective trusts at end of year	2012-12-31	$47,367,815
Value of interest in common/collective trusts at beginning of year	2012-12-31	$3,226,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$269,508
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$12,857,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$12,857,515
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$5,691
Asset value of US Government securities at end of year	2012-12-31	$0
Asset value of US Government securities at beginning of year	2012-12-31	$23,508,241
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$6,477,475
Net investment gain or loss from common/collective trusts	2012-12-31	$2,642,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$10,000,000
Employer contributions (assets) at end of year	2012-12-31	$10,000,000
Employer contributions (assets) at beginning of year	2012-12-31	$10,000,000
Income. Dividends from common stock	2012-12-31	$753,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$7,937,411
Asset. Corporate debt instrument preferred debt at end of year	2012-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2012-12-31	$9,621,635
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$45,986,609
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$182
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$668,521,694
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$660,865,194
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2012-12-31	560747981
2011 : UNIVERSITY HOSPITAL RETIREMENT INCOME PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$1,480,923
Total unrealized appreciation/depreciation of assets	2011-12-31	$1,480,923
Total transfer of assets from this plan	2011-12-31	$164
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$171,469
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$1,634,485
Total income from all sources (including contributions)	2011-12-31	$11,812,439
Total loss/gain on sale of assets	2011-12-31	$-624,107
Total of all expenses incurred	2011-12-31	$8,535,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$7,476,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$10,000,000
Value of total assets at end of year	2011-12-31	$159,270,800
Value of total assets at beginning of year	2011-12-31	$157,457,369
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,059,636
Total interest from all sources	2011-12-31	$1,443,675
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$2,495,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$1,736,527
Administrative expenses professional fees incurred	2011-12-31	$92,707
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$3,743,292
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$1,535,268
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$336,071
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$321,460
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$171,287
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$1,629,855
Other income not declared elsewhere	2011-12-31	$43,166
Administrative expenses (other) incurred	2011-12-31	$664,022
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$3,276,611
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$159,099,331
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$155,822,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$302,907
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$49,991,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$56,405,377
Interest earned on other investments	2011-12-31	$88,014
Income. Interest from US Government securities	2011-12-31	$675,967
Income. Interest from corporate debt instruments	2011-12-31	$673,347
Value of interest in common/collective trusts at end of year	2011-12-31	$3,226,106
Value of interest in common/collective trusts at beginning of year	2011-12-31	$2,525,474
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$12,857,515
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$9,801,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$9,801,308
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$6,347
Asset value of US Government securities at end of year	2011-12-31	$23,508,241
Asset value of US Government securities at beginning of year	2011-12-31	$26,201,887
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-3,180,225
Net investment gain or loss from common/collective trusts	2011-12-31	$153,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$10,000,000
Employer contributions (assets) at end of year	2011-12-31	$10,000,000
Employer contributions (assets) at beginning of year	2011-12-31	$3,500,000
Income. Dividends from common stock	2011-12-31	$759,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$7,476,192
Asset. Corporate debt instrument preferred debt at end of year	2011-12-31	$9,621,635
Asset. Corporate debt instrument preferred debt at beginning of year	2011-12-31	$10,155,625
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$45,986,609
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$47,010,970
Liabilities. Value of benefit claims payable at end of year	2011-12-31	$182
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$4,630
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$205,713,989
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$206,338,096
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2011-12-31	560747981
2010 : UNIVERSITY HOSPITAL RETIREMENT INCOME PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$5,689,607
Total unrealized appreciation/depreciation of assets	2010-12-31	$5,689,607
Total transfer of assets to this plan	2010-12-31	$105,195
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$1,634,485
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$1,424,320
Total income from all sources (including contributions)	2010-12-31	$20,520,386
Total loss/gain on sale of assets	2010-12-31	$2,517,797
Total of all expenses incurred	2010-12-31	$7,157,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$6,254,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$3,880,330
Value of total assets at end of year	2010-12-31	$157,457,369
Value of total assets at beginning of year	2010-12-31	$143,779,468
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$903,657
Total interest from all sources	2010-12-31	$1,377,779
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$2,391,742
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$2,391,742
Administrative expenses professional fees incurred	2010-12-31	$219,095
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$74,600
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$1,535,268
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$659,393
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$321,460
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$323,819
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$1,629,855
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$1,418,205
Other income not declared elsewhere	2010-12-31	$10
Administrative expenses (other) incurred	2010-12-31	$372,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$13,362,541
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$155,822,884
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$142,355,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$311,687
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$56,405,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$49,573,999
Interest earned on other investments	2010-12-31	$2,763
Value of interest in common/collective trusts at end of year	2010-12-31	$2,525,474
Value of interest in common/collective trusts at beginning of year	2010-12-31	$1,463,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$9,801,308
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$3,326,771
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$3,326,771
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$1,375,016
Asset value of US Government securities at end of year	2010-12-31	$26,201,887
Asset value of US Government securities at beginning of year	2010-12-31	$11,985,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$4,371,803
Net investment gain or loss from common/collective trusts	2010-12-31	$291,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$3,880,330
Employer contributions (assets) at end of year	2010-12-31	$3,500,000
Employer contributions (assets) at beginning of year	2010-12-31	$14,619,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$6,254,188
Asset. Corporate debt instrument preferred debt at end of year	2010-12-31	$10,155,625
Asset. Corporate debt instrument preferred debt at beginning of year	2010-12-31	$22,044,553
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$47,010,970
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$39,707,730
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$4,630
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$6,115
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$229,062,073
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$226,544,276
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2010-12-31	560747981
2009 : UNIVERSITY HOSPITAL RETIREMENT INCOME PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for UNIVERSITY HOSPITAL RETIREMENT INCOME PLAN

2016: UNIVERSITY HOSPITAL RETIREMENT INCOME PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UNIVERSITY HOSPITAL RETIREMENT INCOME PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UNIVERSITY HOSPITAL RETIREMENT INCOME PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: UNIVERSITY HOSPITAL RETIREMENT INCOME PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: UNIVERSITY HOSPITAL RETIREMENT INCOME PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UNIVERSITY HOSPITAL RETIREMENT INCOME PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: UNIVERSITY HOSPITAL RETIREMENT INCOME PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	UNIVERSITY HEALTH SERVICES, INC.
Employer identification number (EIN):	581581103
NAIC Classification:	622000
NAIC Description:	Hospitals

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	1995-02-07
Company Identification Number:	0441263
Legal Registered Office Address:	P O BOX 980152 P. O. BOX 980240 RICHMOND United States of America (USA) 23298-0152