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  2. UNIVERSITY HOSPITALS HEALTHY SYSTEM
Sponsor portfolioTH

UNIVERSITY HOSPITALS HEALTHY SYSTEM

EIN 34-0714775-Latest filing 2025
Plans
7
Retirement
3
$4.15B assets
Welfare
4
$18.1M premiums
Participants
118,350
3605 WARRENSVILLE CENTER RD - SHAKER HEIGHTS, OH 441225203216-844-1000
Plans on this EIN
7 filings
#003403b-$2.46B - 38,968 part#333CashBalance-$919.6M - 38,884 part#004401k-$766.9M - 11,846 part#560Mixed-$17.8M - 28,444 lives#505Fully Insured-$366K - 170 lives#561Fully Insured-$12K - 33 lives#528Self Funded-0 lives

Retirement portfolio analytics

3 plans aggregated / $4.15B assets / 89,698 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • MATCHED RETIREMENT Savings (#003)59%
  • INC. RETIREMENT PLAN (#333)22%
  • 401(K) RETIREMENT Savings (#004)18%
Total $4.15BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MATCHED RETIREMENT Savings (#003)38,968
  • INC. RETIREMENT PLAN (#333)38,884
  • 401(K) RETIREMENT Savings (#004)11,846
Total 89,698Click row to drill in

Benefits portfolio analytics

4 plans / $18.1M premiums / 28,647 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$13.4M
  • Life$11.3M
  • Long-term disability$3.8M
  • Dental$1.2M
  • Short-term disability$976K
  • Health$12K
  • +1 more
Total $18.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • MEDMUTUAL LIFE INSURANCE COMPANY62%
  • METROPOLITAN LIFE INSURANCE COMPANY29%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY6%
  • JOHN HANCOCK LIFE INSURANCE COMPANY2%
  • MEDICAL MUTUAL0%
Total $18.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • THE JAMES B OSWALD COMPANY87%
  • CENTRO BENEFITS RESEARCH LLC10%
  • WILLIS TOWERS WATSON US LLC3%
  • CIGNA0%
Total $861K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

UNIVERSITY HOSPITALS HEALTH SYSTEM 403(B) MATCHED RETIREMENT SAVINGS PLAN

403b

Assets$2.46B
Participants38,968
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#333

UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN

CashBalance

Assets$919.6M
Participants38,884
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

UHHS 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$766.9M
Participants11,846
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#560

UNIVERSITY HOSPITALS HEALTH SYSTEM GROUP BENEFIT PLAN

Mixed - MEDMUTUAL LIFE

Premiums$17.8M
Covered lives28,444
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

UNIVERSITY HOSPITALS HEALTH SYSTEM LONG TERM CARE

Fully Insured - JOHN HANCOCK INSURANCE COMPANY

Premiums$366K
Covered lives170
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#561

UNIVERSITY HOSPITALS MEDICARE ADVANTAGE GROUP BENEFIT PLAN

Fully Insured - MEDICAL MUTUAL OF OHIO

Premiums$12K
Covered lives33
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#528

UNIVERSITY HOSPITALS HEALTH SYSTEM SEVERANCE PAY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003UNIVERSITY HOSPITALS HEALTH SYSTEM 403(B) MATCHED RETIREMENT SAVINGS PLAN403b$2.46B38,9682024
333UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLANCashBalance$919.6M38,8842024
004UHHS 401(K) RETIREMENT SAVINGS PLAN401k$766.9M11,8462024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
560UNIVERSITY HOSPITALS HEALTH SYSTEM GROUP BENEFIT PLANMixedMEDMUTUAL LIFE$17.8M28,4442025
505UNIVERSITY HOSPITALS HEALTH SYSTEM LONG TERM CAREFully InsuredJOHN HANCOCK INSURANCE COMPANY$366K1702025
561UNIVERSITY HOSPITALS MEDICARE ADVANTAGE GROUP BENEFIT PLANFully InsuredMEDICAL MUTUAL OF OHIO$12K332025
528UNIVERSITY HOSPITALS HEALTH SYSTEM SEVERANCE PAY PLANSelf Funded-$002025
Retirement plans
Welfare plans
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