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Form 5500 · Retirement plan · CLEVELAND, OH

UNIVERSITY HOSPITALS HEALTH SYSTEM

The filing calls this plan UNIVERSITY HOSPITALS HEALTH SYSTEM 403(B) MATCHED RETIREMENT SAVINGS PLAN.

UNIVERSITY HOSPITALS HEALTH SYSTEM of CLEVELAND, OH's retirement plan holds 2 insurance-company contracts (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 34-0714775 · plan 003 · plan year 2024, filed Oct 14, 2025

Participants at the start of the year
35,908
Contracts on file
2
Contract value
$1,367,783
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY.

The contracts held $1,367,783 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANYAnnuity / GIC68December$956,594$0
TALCOTT RESOLUTION LIFE INSURANCE COMPANYAnnuity / GIC0December$411,189$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
UNIVERSITY HOSPITALS HEALTH SYSTEM
EIN 34-0714775
FIDELITY INVESTMENTS INSTITUTIONAL
RECORDKEEPER · EIN 04-2647786
$1,734,508
paid directly by the plan
STRATEGIC ADVISORS, INC.
ADVISOR · EIN 04-2654524
$91,036
paid directly by the plan
KPMG LLP
ATTORNEY/LEGAL · EIN 13-5565207
$68,333
paid directly by the plan
SEYFARTH SHAW LLP
ATTORNEY/LEGAL · EIN 36-2152202
$26,120
paid directly by the plan
WEALTH MANAGEMENT SYSTEMS INC
OTHER SERVICES/FEES · EIN 22-3734996
$0
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$2,463,799,725
Paid out in benefits
$176,516,206
Participants at the start of the year
35,908
Participants with account balances
37,137

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 13-5565207
KPMG
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

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