University Hospitals Health System's EIN is 34-0714775.
Download the official 2024 Form 5500 (PDF) for University Hospitals Health System from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)University Hospitals Health System's plan includes a defined-benefit pension formula, a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING INC | 22-2232264 | — | ACTUARIAL | $1.7M | — |
| WELLINGTON GROUP HOLDINGS LLP | 47-1167553 | — | INVESTMENT MANAGEMENT | $469K | — |
| LEGALINK A MERRILL COMPANY | 20-2665382 | — | INVESTMENT MANAGEMENT | $154K |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BNYM-M DB SL BROAD MKT SIF UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. · EIN 34-0714775 / PN 333 | Common Collective Trust | — | $61.1M | $87.2M | 9.5% | |
| WELLINGTON CIF II GLOBAL UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. · EIN 34-0714775 / PN 333 | Common Collective Trust | — | $51.2M | $70.3M | 7.6% | |
| BNYM-M DB SL ACWI FUND UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. · EIN 34-0714775 / PN 333 | Common Collective Trust | — | $50.0M | $54.8M | 6.0% | |
| BLACKROCK US DEBT FUND UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN · EIN 45-3549442 / PN 333 | Common Collective Trust | — | $66.3M | $53.8M | 5.8% | |
| PIMCO LNG-TRM CRDT BND-INS 4,872,699 shares | Mutual Funds | — | $61.3M | $42.4M | 4.6% | |
| LGIMA LONG DURATION US CREDIT FUND LEGAL AND GENERAL INV MAN AMERICA · EIN 52-1236150 / PN 000 | Common Collective Trust | — | $42.8M | $36.7M | 4.0% | |
| BNYM-M DB SL EM SIF UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. · EIN 34-0714775 / PN 333 | Common Collective Trust | — | $27.0M | $32.4M | 3.5% | |
| HUDSON BAY INTERNATIONAL UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN · EIN 45-3549442 / PN 333 | Common Collective Trust | — | $22.4M | $26.1M | 2.8% | |
| LOOMIS HIGH YIELD FULL DESCRET 855,963 shares | Other securities | — | $15.8M | $24.8M | 2.7% | |
| DAVIDSON KEMPNER INST PARTNERS units | Other securities | — | $20.0M | $23.2M | 2.5% | |
| EAGLE HEALTH INVEST OFFSHORE units | Other securities | — | $18.0M | $22.7M | 2.5% | |
| FPA CORE PLUS FUND III LP units | Other securities | — | $15.0M | $21.3M | 2.3% | |
| Government Stif 15 units | Cash / Money Market | — | $19.4M | $19.4M | 2.1% | |
| COLLECTIVE US GOV'T STIF 15 BPS UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN · EIN 45-3549442 / PN 333 | Common Collective Trust | — | — | $19.4M | 2.1% | |
| WELLINGTON GLOBAL EQUITY units | Other securities | — | $11.2M | $18.7M | 2.0% | |
| PIMCO LNG DUR TTL RTRN-INST 2,522,951 shares | Mutual Funds | — | $27.0M | $17.7M | 1.9% | |
| USAA EAGLE RE FUND units | Other securities | — | $14.3M | $16.0M | 1.7% | |
| HIG ADVANTAGE BUYOUT FD LP units | Other securities | — | $12.1M | $16.0M | 1.7% | |
| AACP TAX-EXEMPT INVESTORS V units | Other securities | — | $13.2M | $15.6M | 1.7% | |
| ARTISAN INTL VAL-INST 298,332 shares | Other securities | — | $13.2M | $14.0M | 1.5% | |
| CHATHAM ASSET HIGH YIELD units | Other securities | — | $7.5M | $13.9M | 1.5% | |
| WTC-CIF SMALL CAP 2000 WELLINGTON TRUST COMPANY · EIN 04-2755549 / PN 057 | Common Collective Trust | — | $3.5M | $12.9M | 1.4% | |
| DAVIDSON KEMPNER units | Other securities | — | $11.3M | $12.3M | 1.3% | |
| ORIGAMI OPP FUND IV OFFSHORE units | Other securities | — | $9.5M | $12.2M | 1.3% | |
| JOHCM INTERNATIONAL SEL-INST 506,649 shares | Other securities | — | $15.6M | $11.6M | 1.3% | |
| WCM FOCUSED INTERNATIONAL GROWTH FD WELLS FARGO BANK, N.A. · EIN 34-0714775 / PN 000 | Common Collective Trust | — | $6.8M | $11.6M | 1.3% | |
| BLUE OWL GP STAKES IV OFFSHR units | Other securities | — | $6.5M | $11.1M | 1.2% | |
| WELLS CAP CEF RET PLAN WELLS CAPITAL MANAGEMENT · EIN 34-0714775 / PN 000 | Common Collective Trust | — | $6.9M | $11.0M | 1.2% | |
| PPC III LP units | Other securities | — | $7.6M | $10.9M | 1.2% | |
| HARDMAN JOHNSTON INTL EQ FD II LP UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN · EIN 45-3549442 / PN 333 | Common Collective Trust | — | $12.0M | $10.7M | 1.2% | |
| BLACKSTONE REAL ESTATE IX units | Other securities | — | $8.3M | $9.8M | 1.1% | |
| WELLINGTON CHINA SELECT FUND UNIVERSITY HOSPITALS HEALTH SYSTEM, INC. RETIREMENT PLAN · EIN 45-3549442 / PN 333 | Common Collective Trust | — | $17.0M | $9.7M | 1.1% | |
| PIMCO INV GRD CRD BND-INST 1,073,834 shares | Mutual Funds | — | $10.8M | $9.6M | 1.0% | |
| SOCORRO DYNAMIC OPP FD units | Other securities | — | $9.0M | $9.3M | 1.0% | |
| DRA GROWTH AND INCOME FUND X units | Other securities | — | $8.6M | $9.3M | 1.0% | |
| STEPSTONE VC GLOBAL PTNS IX-B units | Other securities | — | $5.4M | $8.0M | 0.9% | |
| INSTL VENTURE PTNRS XVI LP units | Other securities | — | $5.3M | $7.6M | 0.8% | |
| BIOPHARMA CREDIT INVEST V LP units | Other securities | — | $6.4M | $6.4M | 0.7% | |
| TA XII B LP units | Other securities | — | $3.0M | $6.2M | 0.7% | |
| AACP TAX-EXEMPT INV VI ERISA units | Other securities | — | $5.7M | $6.2M | 0.7% | |
| ALMANAC REALTY SEC VIII LP unit | Other securities | — | $5.9M | $6.1M | 0.7% | |
| TA XIII-B LP units | Other securities | — | $3.6M | $6.1M | 0.7% | |
| INSTITUTIONAL VENTURE PTNRS XV units | Other securities | — | $3.0M | $5.1M | 0.6% | |
| H2 SPECIAL OPPORTUNITIES IV LP units | Other securities | — | $4.3M | $5.0M | 0.5% | |
| CARLYLE US EQUITY OPP FD II LP units | Other securities | — | $2.8M | $4.4M | 0.5% | |
| JMI EQUITY FUND XI-B LP units | Other securities | — | $3.5M | $4.3M | 0.5% | |
| MONARCH CAP PTNRS OFFSHORE IV 4,005,370 units — | Other securities | — | — | $4.0M | 0.4% | |
| MAI CAP INCOME AND GROWTH FD units | Other securities | — | $4.1M | $3.2M | 0.3% | |
| ALMANAC REALTY SECURITIES VII units | Other securities | — | $2.7M | $2.7M | 0.3% | |
| TELEGRAPH HILL PTNS V LP units | Other securities | — | $2.1M | $2.5M | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| BLACKSTONE REAL ESTATE | 83-2580229 | — | INVESTMENT MANAGEMENT | $114K | — |
| BLACKSTONE REAL ESTATE | 88-1115270 | — | INVESTMENT MANAGEMENT | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KPMG LLP | 13-5565207 | — | ACCOUNTING (AUDITING) | $68K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | ACCOUNT MAINTENANCE FEES | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEYFARTH SHAW LLP | 36-2152202 | — | LEGAL | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES LLC | 04-3515240 | — | CONSULTING (GENERAL) | $445K | — |
| LOOMIS SAYLES & COMPANY, LP | 04-3200030 | — | NVESTMENT MANAGEMENT | $107K | — |
