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Original filing (PDF)20251007102716NAL0007937328001
UNIVERSITY HEALTH SYSTEM, INC.
Form 5500
FILING_RECEIVED
UNIVERSITY HEALTH SYSTEM, INC. 403(B) PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
5,832
Accounts w/ balance
6,975
Plan assets (EOY)
$445.6M
Net assets (EOY)
$445.6M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 19 bps in Schedule C fees — 93% 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 UNIVERSITY HEALTH SYSTEM, INC..
Plan sponsor
Name
UNIVERSITY HEALTH SYSTEM, INC.
EIN
31-1626179
Address
2035 MEDICAL CENTER WAY · KNOXVILLE, TN · 37920
Phone
(865) 305-9524
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
2025-10-07
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
PUGH & COMPANY, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $647K | — |
| MORGAN STANLEY | 36-3145972 | — | NONE | $120K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $92K | — |
Investments
32 direct securities· $441.7M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | — | — | — | $78.7M | 17.7% | |
| T. Rowe Price Retirement I 2050 I Mutual Fund | — | — | — | $28.1M | 6.3% | |
| T. Rowe Price Retirement I 2040 I Mutual Fund | — | — | — | $28.0M | 6.3% | |
| T. Rowe Price Retirement I 2045 I Mutual Fund | — | — | — | $27.3M | 6.1% | |
| ClearBridge Large Cap Growth IS Mutual Fund | — | — | — | $26.0M | 5.8% | |
| T. Rowe Price Retirement I 2035 I Mutual Fund | — | — | — | $24.9M | 5.6% | |
| Columbia Select Large Cap Equity Inst3 Mutual Fund | — | — | — | $24.3M | 5.5% | |
| T. Rowe Price Retirement I 2055 I Mutual Fund | — | — | — | $20.8M | 4.7% | |
| T. Rowe Price Retirement I 2030 I Mutual Fund | — | — | — | $19.9M | 4.5% | |
| Empower Select Guaranteed Fund Inst Guaranteed Investment Contract | — | — | — | $18.0M | 4.0% | |
| BlackRock Total Return BlackRock K Mutual Fund | — | — | — | $17.5M | 3.9% | |
| American Funds New Perspective R6 Mutual Fund | — | — | — | $14.4M | 3.2% | |
| MFS Mid Cap Growth R6 Mutual Fund | — | — | — | $13.4M | 3.0% | |
| T. Rowe Price Retirement I 2060 I Mutual Fund | — | — | — | $11.7M | 2.6% | |
| T. Rowe Price Retirement I 2025 I Mutual Fund | — | — | — | $9.6M | 2.2% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $9.2M | 2.1% | |
| Fidelity International Index Mutual Fund | — | — | — | $8.2M | 1.8% | |
| ClearBridge International Growth IS Mutual Fund | — | — | — | $8.1M | 1.8% | |
| T. Rowe Price Retirement I 2010 I Mutual Fund | — | — | — | $7.8M | 1.8% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $7.0M | 1.6% | |
| American Century Equity Income R6 Mutual Fund | — | — | — | $6.7M | 1.5% | |
| American Funds American Balanced R6 Mutual Fund | — | — | — | $5.7M | 1.3% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $5.0M | 1.1% | |
| T. Rowe Price Retirement I 2020 I Mutual Fund | — | — | — | $4.1M | 0.9% | |
| Allspring Special Small Cap Value R6 Mutual Fund | — | — | — | $4.0M | 0.9% | |
| T. Rowe Price Retirement I 2065 I Mutual Fund | — | — | — | $3.7M | 0.8% | |
| GQC Partners Emerging Markets Equity R6 Mutual Fund | — | — | — | $2.6M | 0.6% | |
| Columbia Overseas Value Inst3 Mutual Fund | — | — | — | $2.5M | 0.6% | |
| JPMorgan Small Cap Growth R6 Mutual Fund | — | — | — | $1.5M | 0.3% | |
| T. Rowe Price Retirement I 2015 I Mutual Fund | — | — | — | $1.1M | 0.2% | |
| American Century Mid Cap Value R6 Mutual Fund | — | — | — | $907K | 0.2% | |
| T. Rowe Price Retirement Balanced Fund Mutual Fund | — | — | — | $746K | 0.2% |