UC Health, LLC's EIN is 31-1435820.
Download the official 2024 Form 5500 (PDF) for UC Health, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)UC Health, LLC's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG LLP | 34-6565596 | — | NONE | $41K | — |
| DELOITTE & TOUCHE LLP | 13-3891517 | — | NONE | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON DELAWARE | 53-0181291 | — | NONE | $635K | — |
| FUND EVALUATION GROUP, LLC | 01-0694771 | — | NONE | $218K | — |
| STATE STREET RETIREE SERVICES | 04-1867445 | — | NONE | $49K | — |
| STATE STREET BANK & TRUST | 04-1867445 | — | NONE | $30K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LGIMA Long Duration US Credit Fund, LLC | Other securities | — | $77.5M | $92.1M | 38.4% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $13.5M | $18.3M | 7.6% | |
| Ishares 20 Year Treasury Bond | U.S. Treasuries | — | $11.5M | $10.8M | 4.5% | |
| Ishares 10 Year Investment GR | Other securities | — | $10.7M | $10.0M | 4.2% | |
| Schwab Fundamental US Large Co | Mutual Funds | — | $7.0M | $9.8M | 4.1% | |
| GMO Quality FC III | Other securities | — | $5.8M | $9.7M | 4.1% | |
| Altrinsic | Other securities | — | $6.2M | $8.2M | 3.4% | |
| Johcm International Select Fun | Other securities | — | $6.4M | $6.7M | 2.8% | |
| Davidson Kempner Insti Partners LP | Other securities | — | $5.3M | $6.5M | 2.7% | |
| Ishares MSCI EAFE ETF | Other securities | — | $5.2M | $5.6M | 2.3% | |
| Atalan Offshore Fund LTD | Common Stocks | — | $4.6M | $5.2M | 2.1% | |
| Cohen & Steers Global Listed Infrastructure | Other securities | — | $5.4M | $5.1M | 2.1% | |
| Ishares Core US Reit ETF | Common Stocks | — | $5.0M | $5.1M | 2.1% | |
| HBK Multi-Strategy Offshore Fund | Other securities | — | $3.9M | $4.8M | 2.0% | |
| Timber Bay Fund | Other securities | — | $3.3M | $4.6M | 1.9% | |
| Arbour Lane Credit Opportunity Fund III B LP | Other securities | — | $3.7M | $4.6M | 1.9% | |
| Tensile Capital Partners Offshore Tensile, LP | Other securities | — | $2.8M | $4.5M | 1.9% | |
| Strategic Value Dislocation | Other securities | — | $2.3M | $4.2M | 1.8% | |
| , ** SS Inst Treas Plus MM Fund TPL | Other securities | — | $3.5M | $3.5M | 1.4% | |
| Pleiad Asia Offshore Feeder Fund | Other securities | — | $2.7M | $3.2M | 1.3% | |
| DFA Emerging Markets Value POR | Mutual Funds | — | $2.6M | $2.9M | 1.2% | |
| RWC Global Emerging Equity Fund | Other securities | — | $3.2M | $2.8M | 1.2% | |
| Tybourne Strategic OPP FEED II Limited Partnership | Other securities | — | $2.7M | $2.4M | 1.0% | |
| Owl Rock Capital Corp. | Common Stocks | — | $1.4M | $1.5M | 0.6% | |
| Tensile Cap Part Off CL AAAHI | Other securities | — | $312K | $1.1M | 0.5% | |
| Tensile Capital Offshore Fund Series 1 | Other securities | — | $262K | $1.0M | 0.4% | |
| Tensile Capital Partners Series 11 | Other securities | — | $583K | $918K | 0.4% | |
| Tensile Capital B Liq Res S1 | Other securities | — | $606K | $604K | 0.3% | |
| Tensile Capital Class B Series 1 | Other securities | — | $426K | $426K | 0.2% | |
| Tensile Capital Partners Series 1 | Other securities | — | $3.7M | $87K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
