RENA Freeman signed University Community Health System's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
University Community Health System's EIN is 59-1113901.
Download the official 2024 Form 5500 (PDF) for University Community Health System from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)University Community Health System's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN | — | SEATTLE, WA | CONSULTANT | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA MERRILL LYNCH | 94-1687665 | — | TRUSTEE | $237K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIMM TRSY ONLY PRT INSTL | Other securities | — | $1.5M | $1.5M | 1.6% | |
| U.S. Treasury Note 1,485,000 3.375% Due 5/15/2033 | U.S. Treasuries | — | $1.5M | $1.4M | 1.5% | |
| Broadcom Inc 1,200,000 4.300% Due 11/15/2032 | Bonds / Notes | — | $1.3M | $1.1M | 1.2% | |
| Charles Schwab Corp 1,065,000 .900% Due 3/11/2026 | Mutual Funds | — | $954K | $1.0M | 1.1% | |
| Oracle Corp 1,100,000 4.300% Due 7/8/2034 | Bonds / Notes | — | $1.0M | $1.0M | 1.1% | |
| John Deer Capital Corp 1,120,000 2.450% Due 1/9/2030 | Bonds / Notes | — | $991K | $1.0M | 1.1% | |
| Caterpillar Inc 1,180,000 1.900% Due 3/12/2031 | Bonds / Notes | — | $954K | $1.0M | 1.1% | |
| Jpmorgan Chase & Co 1,145,000 Var % Due 7/24/2038 | Common Stocks | — | $981K | $977K | 1.1% | |
| Regions Financial Corp 920,000 2.250% Due 5/18/2025 | Bonds / Notes | — | $871K | $911K | 1.0% | |
| US Bancorp 910,000 1.450% Due 5/12/2025 | Bonds / Notes | — | $849K | $900K | 1.0% | |
| Verizon Communications 1,300,000 2.650% Due 11/20/2040 | Bonds / Notes | — | $977K | $889K | 1.0% | |
| Morgan Stanley 1,030,000 4.375% Due 1/22/2047 | Bonds / Notes | — | $936K | $860K | 0.9% | |
| Crown Castle Intl Corp 1,230,000 2.900% Due 4/1/2041 | Bonds / Notes | — | $1.1M | $856K | 0.9% | |
| Royal Bank of Canada 880,000 1.200% Due 4/27/2026 | Bonds / Notes | — | $788K | $842K | 0.9% | |
| Abbott Laboratories 900,000 4.900% Due 11/30/2046 | Bonds / Notes | — | $1.2M | $840K | 0.9% | |
| Fifth Third Bancorp 810,000 Var % Due 10/27/2028 | Common Stocks | — | $856K | $838K | 0.9% | |
| U.S. Treasury Bond 950,000 3.750% Due 8/15/2041 | U.S. Treasuries | — | $930K | $836K | 0.9% | |
| Comcast Corp 1,100,000 3.969% Due 11/1/2047 | Bonds / Notes | — | $1.3M | $834K | 0.9% | |
| AT&T Inc 900,000 4.500% Due 5/15/2035 | Bonds / Notes | — | $858K | $832K | 0.9% | |
| Truist Financial Corp 815,000 Var % Due 7/28/2026 | Common Stocks | — | $804K | $812K | 0.9% | |
| Takeda Pharmaceutical 940,000 2.050% Due 3/31/2030 | Bonds / Notes | — | $783K | $810K | 0.9% | |
| PNC Bank NA 814,000 3.250% Due 6/1/2025 | Bonds / Notes | — | $791K | $809K | 0.9% | |
| U.S. Treasury Bond 1,075,000 2.750% Due 8/15/2042 | U.S. Treasuries | — | $898K | $808K | 0.9% | |
| Astrazeneca Finance LLC 800,000 4.875% Due 3/3/2028 | Bonds / Notes | — | $820K | $805K | 0.9% | |
| HCA Inv 875,000 3.500% Due 9/1/2030 | Bonds / Notes | — | $773K | $795K | 0.9% | |
| Capital One Financial Co 745,000 Var % Due 6/8/2029 | Common Stocks | — | $787K | $769K | 0.8% | |
| Parker-Hannifin Corp 775,000 4.250% Due 9/15/2027 | Bonds / Notes | — | $764K | $767K | 0.8% | |
| Constellation Brands Inc 765,000 4.800% Due 1/15/2029 | Bonds / Notes | — | $781K | $760K | 0.8% | |
| Philip Morris Intl Inc 750,000 5.125% Due 11/17/2027 | Bonds / Notes | — | $774K | $759K | 0.8% | |
| CVS Health Corp 900,000 5.050% Due 3/25/2048 | Bonds / Notes | — | $1.0M | $742K | 0.8% | |
| Exxon Mobil Corporation 900000 4.327% Due 3/19/2050 | Bonds / Notes | — | $1.0M | $740K | 0.8% | |
| American Honda Finance 755,000 4.850% Due 10/23/2031 | Bonds / Notes | — | $752K | $739K | 0.8% | |
| Virginia Elec & Power Co 825,000 4.650% Due 8/15/2043 | Bonds / Notes | — | $768K | $724K | 0.8% | |
| Louisville Gas & Elec 905,000 4.250% Due 4/1/2049 | Bonds / Notes | — | $817K | $719K | 0.8% | |
| Meta Platforms Inc 705,000 5.750% Due 5/15/2063 | Bonds / Notes | — | $718K | $712K | 0.8% | |
| United Technologies Corp 725,000 4.125% Due 11/16/2028 | Bonds / Notes | — | $706K | $706K | 0.8% | |
| Microsoft Corp 1,140,000 2.525% Due 6/1/2050 | Bonds / Notes | — | $786K | $702K | 0.8% | |
| T-Mobile USA Inc 850,000 4.500% Due 4/15/2050 | Bonds / Notes | — | $761K | $697K | 0.8% | |
| Targa Resources Partners 660,000 6.150% Due 3/1/2029 | Bonds / Notes | — | $706K | $685K | 0.7% | |
| Thermo Fisher Scientific 710,000 5.300% Due 2/1/2044 | Bonds / Notes | — | $729K | $678K | 0.7% | |
| Merck & Co Inc 1,000,000 2.350% Due 6/24/2040 | Bonds / Notes | — | $809K | $677K | 0.7% | |
| Wells Fargo & Company 700,000 Var % Due 7/25/2033 | Common Stocks | — | $654K | $676K | 0.7% | |
| Metlife Inc 740,000 4.875% Due 11/13/2043 | Bonds / Notes | — | $732K | $672K | 0.7% | |
| Kraft Heinz Foods Co 740,000 5.200% Due 7/15/2045 | Bonds / Notes | — | $714K | $669K | 0.7% | |
| Unitedhealth Group Inc 650,000 6.050% Due 2/15/2063 | Bonds / Notes | — | $777K | $664K | 0.7% | |
| Apple Inc 670,000 3.250% Due 2/23/2026 | Bonds / Notes | — | $643K | $662K | 0.7% | |
| Bank of NY Mellon Corp 635,000 Var % Due 10/25/2033 | Common Stocks | — | $690K | $658K | 0.7% | |
| Toyota Motor Credit Corp 700,000 3.375% Due 4/1/2030 | Bonds / Notes | — | $640K | $648K | 0.7% | |
| Unitedhealth Group 625,000 5.800% Due 3/15/2036 | Bonds / Notes | — | $692K | $645K | 0.7% | |
| IBM Corp 800,000 4.250% Due 5/15/2049 | Bonds / Notes | — | $725K | $642K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PKF O'CONNOR DAVIES LLP | 27-1728945 | — | AUDITOR | $35K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | 13-4008324 | — | ACTUARY | $195K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH & DOWNEY | — | BALTIMORE, MD | LEGAL | $29K | — |
