PlanOptica
Retirement plan

UNIVERSITY HOSPITALS MEDICAL GROUP RETIREMENT PLAN

UNIVERSITY HOSPITALSEIN 34-0714775Plan #005PY 2015
Sign in to saveView 5500 PDF
3605 WARRENSVILLE CENTER RD - SHAKER HEIGHTS, OH 44135216-844-1000
Other plans on this EIN
3 filings
#333Retirement-$731.3M assets#003Retirement-$721.4M assets#004Retirement-$289.9M assets
Prospect flagsRecently cancelled planLow returnsWind-down / frozen

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(216) 844-1000
Plan administrator signer
TOM SNOWBERGER
Signed 09/16/2016
How to read this page

Summary metrics

Total assets (EOY)
$753K
No prior year
Total participants
0
No prior year
Average account balance
$0
No prior year
Annual return
-93.49%
No prior year

Benchmarks

See 102,327 peers
Peer group
Industry62 - Health Care and Social Assistance
Plan typeDefined contribution
Participants<25
Cohort102,327 peers
Snapshot2015
Participant deferral / active EE
$0
median $4,680
Employer contribution / active EE
$0
median $3,216
Participation rate
0.0%
median 100.0%
Avg account balance
$0
median $90,046
Admin fee / account holder
$0
median $581
Annual return
-93.49%
median -1.54%
Overall peer rank
1st percentileavg across 6 metrics

Analytics

Less than 3 years of history available for this plan
We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Top 1 by compensation
ProviderService typeCompensation
FIDELITY INVESTMENTS INSTITUTIONAL1+ years
Service code 60 · EIN 04-2647786
Sub-TA Fees
$57,927

Top hat statement on fileNQDC

Filed April 22, 2016 (most recent of 4 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view
3605 Warrensville Center Road
Shaker Heights State: OH Zip Code: 44122
Email— Sign in and upgrade to viewPhone— Sign in and upgrade to view

Plans declared (1)

  • Executive Retention Policy5 emp
Open the filing PDF

Plan features & details

Pension benefit codes2R2T2E
Plan features
  • 2E
    Profit-sharing
    Profit-sharing plan.
  • 2R
    Participant-directed brokerage accounts
    Participant-directed brokerage accounts provided as an investment option under the plan.
  • 2T
    Default investment account
    Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

3 tripped
  • OpportunityLow returns

    Annual investment return is in the bottom quintile of the peer cohort.

  • InformationalWind-down / frozen

    Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

  • InformationalRecently cancelled plan

    Plan reported a final filing / termination within the last year.

Expense breakdown

Schedule H Part II
Admin total
$58K
  • Other / not subdivided$58K100.0%
% of EOY assets
7.651%
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm
KPMG
Auditor EIN
135565207
Audit fees
(not subdivided)
Opinion code
Disclaimer