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Original filing (PDF)20251010132127NAL0004281603001
UC HEALTH, LLC
Form 5500
FILING_RECEIVED
UC HEALTH RETIREMENT PLAN
Defined-benefit pension plan
Signals · 3
39% in single holdingNo recordkeeper disclosed6 service providers
Active participants
1,559
Accounts w/ balance
—
Plan assets (EOY)
$239.8M
Net assets (EOY)
$239.6M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
81
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "LGIMA Long Duration US Credit Fund, LLC" is 39% of plan.
- 41 bps in Schedule C fees — 310% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UC HEALTH, LLC.
Plan sponsor
Name
UC HEALTH, LLC
EIN
31-1435820
Address
3200 BURNET AVENUE · CINCINNATI, OH · 45229
Phone
(513) 585-6947
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
1A · Pay-related DB formula
1D · Floor-offset DB
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| 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 | — |
| ERNST & YOUNG LLP | 34-6565596 | — | NONE | $41K | — |
| STATE STREET BANK & TRUST | 04-1867445 | — | NONE | $30K | — |
| DELOITTE & TOUCHE LLP | 13-3891517 | — | NONE | $10K | — |
Investments
30 direct securities· $236.1M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LGIMA Long Duration US Credit Fund, LLC | — | — | $77.5M | $92.1M | 38.4% | |
| Fidelity 500 Index Fund | — | — | $13.5M | $18.3M | 7.6% | |
| Ishares 20 Year Treasury Bond | — | — | $11.5M | $10.8M | 4.5% | |
| Ishares 10 Year Investment GR | — | — | $10.7M | $10.0M | 4.2% | |
| Schwab Fundamental US Large Co | — | — | $7.0M | $9.8M | 4.1% | |
| GMO Quality FC III | — | — | $5.8M | $9.7M | 4.1% | |
| Altrinsic | — | — | $6.2M | $8.2M | 3.4% | |
| Johcm International Select Fun | — | — | $6.4M | $6.7M | 2.8% | |
| Davidson Kempner Insti Partners LP | — | — | $5.3M | $6.5M | 2.7% | |
| Ishares MSCI EAFE ETF | — | — | $5.2M | $5.6M | 2.3% | |
| Atalan Offshore Fund LTD | — | — | $4.6M | $5.2M | 2.1% | |
| Cohen & Steers Global Listed Infrastructure | — | — | $5.4M | $5.1M | 2.1% | |
| Ishares Core US Reit ETF | — | — | $5.0M | $5.1M | 2.1% | |
| HBK Multi-Strategy Offshore Fund | — | — | $3.9M | $4.8M | 2.0% | |
| Timber Bay Fund | — | — | $3.3M | $4.6M | 1.9% | |
| Arbour Lane Credit Opportunity Fund III B LP | — | — | $3.7M | $4.6M | 1.9% | |
| Tensile Capital Partners Offshore Tensile, LP | — | — | $2.8M | $4.5M | 1.9% | |
| Strategic Value Dislocation | — | — | $2.3M | $4.2M | 1.8% | |
| , ** SS Inst Treas Plus MM Fund TPL | — | — | $3.5M | $3.5M | 1.4% | |
| Pleiad Asia Offshore Feeder Fund | — | — | $2.7M | $3.2M | 1.3% | |
| DFA Emerging Markets Value POR | — | — | $2.6M | $2.9M | 1.2% | |
| RWC Global Emerging Equity Fund | — | — | $3.2M | $2.8M | 1.2% | |
| Tybourne Strategic OPP FEED II Limited Partnership | — | — | $2.7M | $2.4M | 1.0% | |
| Owl Rock Capital Corp. | — | — | $1.4M | $1.5M | 0.6% | |
| Tensile Cap Part Off CL AAAHI | — | — | $312K | $1.1M | 0.5% | |
| Tensile Capital Offshore Fund Series 1 | — | — | $262K | $1.0M | 0.4% | |
| Tensile Capital Partners Series 11 | — | — | $583K | $918K | 0.4% | |
| Tensile Capital B Liq Res S1 | — | — | $606K | $604K | 0.3% | |
| Tensile Capital Class B Series 1 | — | — | $426K | $426K | 0.2% | |
| Tensile Capital Partners Series 1 | — | — | $3.7M | $87K | <0.1% |
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