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Original filing (PDF)20251013093548NAL0000940801001
UVA COMMUNITY HEALTH
Form 5500
FILING_RECEIVED
UVA COMMUNITY HEALTH RETIREMENT PLAN
403(b) retirement plan
Active participants
2,961
Accounts w/ balance
3,732
Plan assets (EOY)
$218.7M
Net assets (EOY)
$218.7M
How this plan invests
This plan
46 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 14 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UVA COMMUNITY HEALTH.
Plan sponsor
Name
UVA COMMUNITY HEALTH
EIN
81-0868533
Address
8700 SUDLEY RD · MANASSAS, VA · 20100
Phone
(540) 829-5796
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
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | RECORDKEEPER | $300K | — |
Investments
46 direct securities· $218.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street State Street Target Retirement 2035 Fund Class K | — | — | — | $30.7M | 14.0% | |
| State Street State Street Equity 500 Index Fund Class K | — | — | — | $27.5M | 12.6% | |
| State Street State Street Target Retirement 2030 Fund Class K | — | — | — | $21.2M | 9.7% | |
| State Street State Street Target Retirement 2040 Fund Class K | — | — | — | $16.7M | 7.7% | |
| State Street State Street Target Retirement 2045 Fund Class K | — | — | — | $15.0M | 6.9% | |
| State Street State Street Target Retirement 2050 Fund Class K | — | — | — | $12.8M | 5.9% | |
| The Lincoln National Life Insurance Company Lincoln Stable Value Guaranteed Interest Account | — | — | — | $12.1M | 5.5% | |
| State Street State Street Target Retirement 2025 Fund Class K | — | — | — | $11.8M | 5.4% | |
| Fidelity Investments Fidelity Investments Total Bond Class K6 | — | — | — | $9.9M | 4.5% | |
| State Street State Street Target Retirement 2055 Fund Class K | — | — | — | $7.3M | 3.4% | |
| State Street State Street Aggregate Bond Index Fund Class K | — | — | — | $5.8M | 2.7% | |
| State Street State Street Global All Cap Equity ex-U.S. Index Class K | — | — | — | $5.8M | 2.6% | |
| State Street State Street Target Retirement 2020 Fund Class K | — | — | — | $5.6M | 2.5% | |
| State Street State Street Small/Mid Cap Equity Index Fund Class K | — | — | — | $5.2M | 2.4% | |
| State Street State Street Target Retirement 2060 Fund Class K | — | — | — | $3.8M | 1.7% | |
| MFS Mid Cap Value Fund Class R6 | — | — | — | $3.6M | 1.6% | |
| MFS Value Fund Class R6 | — | — | — | $3.0M | 1.4% | |
| Participant Loans to participants, bearing interest from 3.25% to 9.50% | — | — | — | $2.8M | 1.3% | |
| American Funds American Funds EuroPacific Growth R6 | — | — | — | $2.8M | 1.3% | |
| The Lincoln National Life Insurance Company Lincoln Group Variable Annuity Account | — | — | — | $2.8M | 1.3% | |
| Harbor Capital Harbor Capital Appreciation Retirement Fund | — | — | — | $2.1M | 0.9% | |
| State Street State Street Target Retirement 2065 Fund Class K | — | — | — | $1.7M | 0.8% | |
| American Funds American Funds Capital World Growth and Income R6 | — | — | — | $1.6M | 0.7% | |
| State Street State Street Target Retirement Inc Fund Class K | — | — | — | $1.4M | 0.6% | |
| Principal Small Cap Value II R6 | — | — | — | $1.3M | 0.6% | |
| Baron Small Cap Fund Institutional Class | — | — | — | $1.2M | 0.6% | |
| Macquarie VIP Small Cap Value ** 212 * Fidelity Investments Fidelity Investments Money Market Govt Institutional | — | — | — | $686K | 0.3% | |
| Lincoln Variable Insurance Products LVIP Macquarie Wealth Builder Fund ** 757 * Lincoln Variable Insurance Products LVIP Dimensional U.S. Core Equity 1 | — | — | — | $650K | 0.3% | |
| MFS Mid Cap Growth Fund Class R6 | — | — | — | $467K | 0.2% | |
| AB VPS Sustainable Global Thematic Portfolio ** 159 American Funds American Funds Growth | — | — | — | $414K | 0.2% | |
| Lincoln Variable Insurance Products LVIP Blended Large Cap Growth Managed Volatility | — | — | — | $248K | 0.1% | |
| Lincoln Variable Insurance Products LVIP Macquarie Social Awareness | — | — | — | $209K | <0.1% | |
| Lincoln Variable Insurance Products LVIP Macquarie Mid Cap Value Fund | — | — | — | $179K | <0.1% | |
| Lincoln Variable Insurance Products LVIP Blackrock Dividend Value Managed Volatility | — | — | — | $144K | <0.1% | |
| Blackrock Global Allocation ** 273 * Fidelity Investments Fidelity VIP Contrafund | — | — | — | $40K | <0.1% | |
| Fidelity Investments Fidelity VIP Growth | — | — | — | $23K | <0.1% | |
| Lincoln Variable Insurance Products LVIP Macquarie SMID Cap Core Series | — | — | — | $19K | <0.1% | |
| Lincoln Variable Insurance Products LVIP Baron Growth Opportunities | — | — | — | $16K | <0.1% | |
| Lincoln Variable Insurance Products LVIP T Rowe Price Structured Mid-Cap Growth | — | — | — | $15K | <0.1% | |
| Lincoln Variable Insurance Products LVIP SSGA S&P 500 Index | — | — | — | $15K | <0.1% | |
| Lincoln Variable Insurance Products LVIP Macquarie Value Series | — | — | — | $11K | <0.1% | |
| Lincoln Variable Insurance Products LVIP Macquarie Bond | — | — | — | $9K | <0.1% | |
| MFS Utilities | — | — | — | $7K | <0.1% | |
| American Funds American Funds Growth and Income | — | — | — | $4K | <0.1% | |
| Lincoln Variable Insurance Products LVIP JP Morgan Retirement Income Fund ** 116 * Lincoln Variable Insurance Products LVIP Mondrian International Value | — | — | — | $2K | <0.1% | |
| Lincoln Variable Insurance Products LVIP SSGA Small Cap Index ** 914 * Lincoln Variable Insurance Products LVIP T Rowe Price 2040 Fund | — | — | — | $1K | <0.1% |