7 more advisers, 13 more commitments and 48 more dated events

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University Hospitals Health System, Inc. Retirement Plan

Corporate pension· Shaker Heights, Ohio

Corporate pension, based in Shaker Heights, Ohio, reporting $920M in assets, for 36,345 participants.

Composed from this allocator's classification, location and filed figures.

Assets
$920M
Funded ratio
92.4%
Fund commitments
6
Managers
5
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Commitments (6)Allocation policyManagers
As of · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 31 Dec 2024, University Hospitals Health System, Inc. Retirement Plan no longer reports Core Plus Full Discretion Trust (Loomis Sayles Trust Company) (last held $23M at 2023-12-31; absent from the 2024-12-31 filing).

Capital path

who backs this record, through what, into what; each name opens its own path
University Hospitals Health System, Inc. Retirement Plan
Funds committed to
All 6
Managers
Size, funding, policy and commitments, with their basesCorporate pensionShow
Corporate pension
Assets
$920M
Total assets, Dec 31, 2024 reported
Funded
92.4%
Jan 1, 2024
Private markets target
no policy read
policy Dec 31, 2024
Commitments
6
5 managers on Schedule C
Plan sponsor: University Hospitals Health System
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
  • Interest-bearing cash 2.1%
  • Partnership/joint venture interests 39.0%
  • Common/collective trusts 45.2%
  • Registered investment companies 10.4%
Consultants and advisers
10 firms

+7 more consultants and advisers advise this allocator

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People
No investment staff or executives have been read for this allocator yet.
Manager roster
3 managers on the commitment tape
From the plan’s own commitment disclosures
From Schedule C (investment management, code 28)

+30 more Schedule C managers

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What changed
53 events
  • Dec 31, 2024Holding endedinference
    University Hospitals Health System, Inc. Retirement Plan no longer reports Core Plus Full Discretion Trust (Loomis Sayles Trust Company) (last held $23M at 2023-12-31; absent from the 2024-12-31 filing)
    with Loomis Sayles Trust Companyaskebsa.dol.gov
  • Dec 31, 2024Manager relationship endedinference
    H2 Special Opportunities no longer appears on University Hospitals Health System, Inc. Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with H2 Special Opportunitiesaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Loomis Sayles & Company, LP appears on University Hospitals Health System, Inc. Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Loomis Saylesaskebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Blackstone Real Estate appears on University Hospitals Health System, Inc. Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Brep 10askebsa.dol.gov
  • Dec 31, 2024Manager relationship started
    Legalink a Merrill Company appears on University Hospitals Health System, Inc. Retirement Plan's Schedule C as investment manager (plan year 2024 vs 2023)
    with Legalink a Merrill Companyaskebsa.dol.gov

+48 more dated events

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
16 rows, 0 dated closings
DateFundManagerBucketAmountVintageStatusSource
as of Dec 31, 2024Wtc-Cif Small Cap 2000collective trustWellington Trust CompanyPublic equity$12.9M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Blackrock US Debt Fundcollective trustBlackrockPrivate credit$26.1M heldDisclosed holdingaskebsa.dol.gov
as of Dec 31, 2024Wells Cap Cef Ret Plancollective trustWells Fargo Bank, N.A.Pooled vehicles$11.6M heldDisclosed holdingaskebsa.dol.gov

+13 more commitments

Every fund and manager this allocator committed to, with the amount, date and source on each.

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Size and funding
33 readings
Total assets
$920M Dec 31, 2024 reported Form 5500
$891M (2023-12) · $857M (2022-12)
Plan assets
$890M Jan 1, 2024 reported Form 5500
$857M (2023-01) · $1.4B (2022-01)
Net assets
$919M Dec 31, 2024 reported Form 5500
$891M (2023-12) · $857M (2022-12)
Funded ratio
92.4% Jan 1, 2024 reported Form 5500
95.3% (2023-01) · 99.9% (2022-01)
Funding target
$968M Jan 1, 2024 reported Form 5500
$887M (2023-01) · $1.1B (2022-01)
Discount rate
5.15% Jan 1, 2024 reported Form 5500
5.28% (2023-01) · 5.41% (2022-01)
Participants
36,345 Jan 1, 2024 reported Form 5500
34,924 (2023-01) · 36,214 (2022-01)
Contributions
$30.2M Dec 31, 2024 reported Form 5500
$23.5M (2023-12) · $0 (2022-12)
Benefits paid
$51.4M Dec 31, 2024 reported Form 5500
$48.3M (2023-12) · $330M (2022-12)
Net investment income
$28.6M Dec 31, 2024 reported Form 5500
$33.8M (2023-12) · -$516M (2022-12)
Investment management fees
$3.0M Dec 31, 2024 reported Form 5500
$1.7M (2023-12) · $876,945 (2022-12)
Form 5500 filings
3 plan years
Plan yearParticipantsAssets (SB market)Funding targetFTAPTotal assets (H)Partnerships / JVMaster trustReal estate
2024 to Dec 31, 202436,345$890M$968M92.4%$920M$358MNot disclosedNot disclosed
2023 to Dec 31, 202334,924$857M$887M95.3%$891M$364MNot disclosedNot disclosed
2022 to Dec 31, 202236,214$1.4B$1.1B99.9%$857M$370MNot disclosedNot disclosed
Service providers and investment entities as filed (Schedule C and D, latest year first)

+101 more service providers

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Provenance
Identifiers: EIN-PN 340714775-333
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.
Capital chain

University Hospitals Health System, Inc. Retirement Plan sits on 15 traced paths of capital across the graphs.

Consultant to allocator to manager

DFX traced 15 paths of capital through this record

Every record on each path, what it committed or lent, and as of when.

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Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.

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Record history

53 dated events on the change ledger, latest first
  • Holding in a pooled vehicle started
    2023-12-31source
  • Holding in a pooled vehicle ended
    2024-12-31source
  • Funded status changed
    2023-01-01source

+50 more changes on this record's ledger

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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+44 connections on the graph

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