Original filing (PDF)20251014125108NAL0001369699001

UT MEDICAL GROUP, INC. DBA UNIVERSITY CLINICAL HEALTH

Name: UT MEDICAL GROUP, INC. DBA UNIVERSITY CLINICAL HEALTH — UNIVERSITY CLINICAL HEALTH EMPLOYER CONTRIBUTION PLAN, Form 5500 (2024)
Creator: UT MEDICAL GROUP, INC. DBA UNIVERSITY CLINICAL HEALTH

Form 5500

FILING_RECEIVED

UNIVERSITY CLINICAL HEALTH EMPLOYER CONTRIBUTION PLAN

Defined-contribution retirement plan

Signals · 2

28% in single holdingNo recordkeeper disclosed

Active participants

449

Accounts w/ balance

598

Plan assets (EOY)

$34.5M

Net assets (EOY)

$34.5M

How this plan invests

This plan

18 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UT MEDICAL GROUP, INC. DBA UNIVERSITY CLINICAL HEALTH.

Plan sponsor

Name

UT MEDICAL GROUP, INC. DBA UNIVERSITY CLINICAL HEALTH

EIN

62-1162462

Address

1407 UNION AVE, SUITE 700 · MEMPHIS, TN · 38104

Phone

(901) 866-8102

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3F · Sponsor used leased employees

Audit & trust (Schedule H)

Auditor

FORVIS MAZARS

Trustee / custodian

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
HAUSER RETIREMENT SOLUTIONS 2 LLC	36-4906731	—	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$71K	—

Investments

18 direct securities· $34.5M(100% of reported assets)

Other securities

$23.8M

14 holdings

Guaranteed Income / GIC

$9.8M

1 holding

Mutual Funds

$433K

1 holding

OTHER

$343K

1 holding

Bonds / Notes

$151K

1 holding

					% of plan
** Principal Guaranteed Option	Guaranteed Income / GIC	—	—	$9.8M	28.3%
PGIM Investments PGIM Total Return Bond R6	Other securities	—	—	$4.0M	11.5%
John Hancock Jhancock Investment Grade Bond R6	Other securities	—	—	$3.9M	11.4%
Diamond Hill Diamond Hill Large Cap Y	Other securities	—	—	$3.1M	9.0%
American Century American Century Ultra R6	Other securities	—	—	$2.9M	8.4%
Vanguard Developed Markets Index Adm	Other securities	—	—	$1.5M	4.3%
Hartford Intl Opportunities R6	Other securities	—	—	$1.5M	4.3%
American Funds American Funds New World R6	Other securities	—	—	$1.5M	4.3%
Vanguard Total Stock Market Index Adm	Other securities	—	—	$1.4M	4.0%
Parnassus Core Equity Inst	Other securities	—	—	$844K	2.4%
Vanguard Small Cap Value Index Adm	Other securities	—	—	$754K	2.2%
American Century American Century Mid Cap Value R6	Other securities	—	—	$740K	2.1%
Fidelity Mid Cap Index Instl Prem	Other securities	—	—	$670K	1.9%
Fidelity Small Cap Index Instl Prem	Other securities	—	—	$633K	1.8%
JP Morgan JP Morgan Mid Cap Growth R6	Other securities	—	—	$438K	1.3%
s ** AB Small Cap Growth Z	Mutual Funds	—	—	$433K	1.3%
Funds ** Charles Schwab Instl Personal Choice Retirement Account	OTHER	—	—	$343K	1.0%
Participant Loans Interest rates at 3.25% - 9.50%	Bonds / Notes	—	—	$151K	0.4%