Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
UC HEALTH, LLC
EIN 31-1435820hospital & health careLatest filing 2024
Plans
3
Retirement
2
$998.2M assets
Welfare
1
$10.5M premiums
Participants
27,541
3200 BURNET AVENUE - CINCINNATI, OH 45229513-585-6947uchealth.comLinkedIn10001+ employeeshospital & health care
Retirement portfolio analytics
2 plans aggregated / $998.2M assets / 19,159 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $10.5M premiums / 13,329 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$4.5M
- Other$2.4M
- Vision$1.8M
- Life$1.5M
- Long-term disability$1.4M
- Health$1.1M
Carrier market share
Premium dollars by Schedule A carrier
70%top
- METROPOLITAN LIFE INSURANCE COMPANY70%
- EYEMED VISION CARE17%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY14%
Broker market share
Schedule A broker compensation
68%top
- HAVENS & COMPANY INC68%
- WILLIS TOWERS WATSON US LLC32%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#007
UC HEALTH 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$758.4M
Participants14,420
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
UC HEALTH RETIREMENT PLAN
TraditionalDB
Assets$239.8M
Participants4,739
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UC HEALTH HEALTH AND WELFARE PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$10.5M
Covered lives13,329
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 007 | UC HEALTH 401(K) RETIREMENT SAVINGS PLAN | 401k | $758.4M | 14,420 | 2024 | |
| 006 | UC HEALTH RETIREMENT PLAN | TraditionalDB | $239.8M | 4,739 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UC HEALTH HEALTH AND WELFARE PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $10.5M | 13,329 | 2024 |
Retirement plans
Welfare plans