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Original filing (PDF)20251008084307NAL0012934370001
UNIVERSAL HEALTH SERVICES, INC.
Form 5500
FILING_RECEIVED
UNIVERSAL HEALTH SERVICES, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
64,799
Accounts w/ balance
51,571
Plan assets (EOY)
$3.7B
Net assets (EOY)
$3.7B
How this plan invests
This plan
23 pooled trusts
Schedule D
45 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 6 bps in Schedule C fees — modestly above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNIVERSAL HEALTH SERVICES, INC..
Plan sponsor
Name
UNIVERSAL HEALTH SERVICES, INC.
EIN
23-2077891
Address
367 S. GULPH ROAD · KING OF PRUSSIA, PA · 19406
Phone
(610) 768-3300
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
TORRILLO & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2.2M | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | INVESTMENT ADVISOR | $123K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TORRILLO & ASSOCIATES, LLC | 83-0414789 | — | ACCOUNTANT/AUDITOR | $31K | — |
Investments
44 direct securities · 23 pooled funds· $6.6B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$3.7B
44 holdings
Common Collective Trust
$2.9B
23 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Contrafund | — | — | — | $351.9M | 9.6% | |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $351.9M | 9.6% | |
| Fidelity FIAM Index Target Date 2030 Fund | — | — | — | $338.8M | 9.2% | |
| FID FRDM INX 2030 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $338.8M | 9.2% | |
| Fidelity FIAM Index Target Date 2040 Fund | — | — | — | $320.3M | 8.7% | |
| FID FRDM INX 2040 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $320.3M | 8.7% | |
| Fidelity FIAM Index Target Date 2035 Fund | — | — | — | $306.9M | 8.4% | |
| FID FRDM INX 2035 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $306.9M | 8.4% | |
| Fidelity FIAM Index Target Date 2045 Fund | — | — | — | $260.0M | 7.1% | |
| FID FRDM INX 2045 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $260.0M | 7.1% | |
| Fidelity FIAM Index Target Date 2050 Fund | — | — | — | $244.9M | 6.7% | |
| FID FRDM INX 2050 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $244.9M | 6.7% | |
| Fidelity FIAM Index Target Date 2025 Fund | — | — | — | $219.5M | 6.0% | |
| FID FRDM INX 2025 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $219.5M | 6.0% | |
| Fidelity Spartan Total Market Index Fund | — | — | — | $198.6M | 5.4% | |
| SP TTL MRKT IDX CL F GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 002 | Common Collective Trust | — | — | $198.6M | 5.4% | |
| Fidelity FIAM Index Target Date 2055 Fund | — | — | — | $192.5M | 5.2% | |
| FID FRDM INX 2055 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $192.5M | 5.2% | |
| Harbor Capital Appreciation Fund | — | — | — | $167.3M | 4.6% | |
| HARB CAP APPR CIT 4 HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $167.3M | 4.6% | |
| Fidelity Short-Intermediate Enhanced Commingled Pool Fund | — | — | — | $128.0M | 3.5% | |
| Fidelity Balanced Fund | — | — | — | $116.0M | 3.2% | |
| Vanguard Equity-Income Fund | — | — | — | $102.1M | 2.8% | |
| Principal Mid Cap Fund | — | — | — | $94.2M | 2.6% | |
| Fidelity FIAM Index Target Date 2020 Fund | — | — | — | $93.4M | 2.5% | |
| FID FRDM INX 2020 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $93.4M | 2.5% | |
| Fidelity FIAM Index Target Date 2060 Fund | — | — | — | $87.5M | 2.4% | |
| FID FRDM INX 2060 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $87.5M | 2.4% | |
| Participant Loans Interest rates of 4.25% - 9.50% with maturities through 2039 | — | — | — | $72.9M | 2.0% | |
| Neuberger Berman Genesis Fund | — | — | — | $58.4M | 1.6% | |
| Fidelity Diversified International Fund | — | — | — | $53.0M | 1.4% | |
| FID DIV INTL PL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 134 | Common Collective Trust | — | — | $53.0M | 1.4% | |
| Fidelity Small Cap Growth Fund | — | — | — | $36.2M | 1.0% | |
| Fidelity Total Bond Fund | — | — | — | $33.5M | 0.9% | |
| Fidelity FIAM Index Target Date 2065 Fund | — | — | — | $25.9M | 0.7% | |
| FID FRDM INX 2065 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $25.9M | 0.7% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $23.5M | 0.6% | |
| Fidelity Spartan Global Ex. U.S. Index Fund | — | — | — | $22.5M | 0.6% | |
| SP GLB EXUS IDX CL F GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 005 | Common Collective Trust | — | — | $22.5M | 0.6% | |
| Fidelity Small Cap Index Fund | — | — | — | $21.1M | 0.6% | |
| Fidelity FIAM Index Target Date 2015 Fund | — | — | — | $16.9M | 0.5% | |
| FID FRDM INX 2015 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $16.9M | 0.5% | |
| Fidelity Government Money Market Fund K6 | — | — | — | $13.9M | 0.4% | |
| Fidelity FIAM Index Target Date Income Fund | — | — | — | $13.9M | 0.4% | |
| FID FRDM INX INC Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $13.9M | 0.4% | |
| Franklin Small Cap Value Fund | — | — | — | $13.5M | 0.4% | |
| GG FKLN SM CAP VAL GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $13.5M | 0.4% | |
| Allspring Special Mid Cap Value Fund | — | — | — | $11.7M | 0.3% | |
| Fidelity FIAM Index Target Date 2010 Fund | — | — | — | $10.9M | 0.3% | |
| FID FRDM INX 2010 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $10.9M | 0.3% | |
| DFA Inflation-Protected Securities Portfolio Fund | — | — | — | $7.8M | 0.2% | |
| SP 500 INDEX PL CL F GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $6.7M | 0.2% | |
| Fidelity Money Market Government Portfolio Fund | — | — | — | $1.1M | <0.1% | |
| Fidelity Government Money Market Fund | — | — | — | $458K | <0.1% | |
| Fidelity Mid Cap Index Fund | — | — | — | $361K | <0.1% | |
| JP Morgan Chase Bank National Association Contract AFidUHS01 | — | — | — | $240K | <0.1% | |
| Transamerica Life Insurance Company Contract FDA00123TR | — | — | — | $229K | <0.1% | |
| Prudential Insurance Company of America Contract GA-64433 | — | — | — | $198K | <0.1% | |
| Massachusetts Mutual Life Insurance Company Contract 30177 | — | — | — | $184K | <0.1% | |
| State Street Bank and Trust Company Contract 240009 | — | — | — | $172K | <0.1% | |
| Nationwide Life Insurance Company Contract 1024 | — | — | — | $161K | <0.1% | |
| American General Life Insurance Company Contract GA-IM-0560-24028 | — | — | — | $156K | <0.1% | |
| Metropolitan Tower Life Insurance Company Contract 39852 | — | — | — | $133K | <0.1% | |
| Pacific Life Insurance Company Contract G-027835.41.0001 | — | — | $28K | $120K | <0.1% | |
| MIP II CL 3 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $0 | <0.1% | |
| TCW/MW TOT RTN CIT SEI TRUST COMPANY · EIN 26-3015340 / PN 030 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2005 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 075 | Common Collective Trust | — | — | $0 | <0.1% |