Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
UOFL HEALTH, INC.
EIN 84-3125292hospital & health careLatest filing 2024
Plans
3
Retirement
2
$602.8M assets
Welfare
1
$15.9M premiums
Participants
21,589
530 SOUTH JACKSON STREET - LOUISVILLE, KY 402021675502-588-0476uoflhealth.orgLinkedIn10001+ employeeshospital & health care
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $602.8M assets / 14,692 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $15.9M premiums / 14,863 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$11.7M
- Short-term disability$11.7M
- Long-term disability$11.7M
- Other$11.7M
- Dental$3.4M
- Vision$856K
Carrier market share
Premium dollars by Schedule A carrier
73%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY73%
- DELTA DENTAL OF CALIFORNIA21%
- EYEMED VISION CARE5%
- BANKERS FIDELITY LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
90%top
- MARSH & MCLENNAN AGENCY LLC90%
- ASSUREDPARTNERS10%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#333
UOFL HEALTH 401(K) PLAN
401k
Assets$565.8M
Participants13,547
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
UNIVERSITY HOSPITAL 403(B) PLAN
403b
Assets$37.0M
Participants1,145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
UOFL HEALTH
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$15.9M
Covered lives14,863
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 333 | UOFL HEALTH 401(K) PLAN | 401k | $565.8M | 13,547 | 2024 | |
| 002 | UNIVERSITY HOSPITAL 403(B) PLAN | 403b | $37.0M | 1,145 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | UOFL HEALTH | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $15.9M | 14,863 | 2024 |
Retirement plans
Welfare plans