Plan Ledger DOL Form 5500 · updated monthly

Ut Medical Group, Inc. dba University Clinical HealthDC plan

UNIVERSITY CLINICAL HEALTH EMPLOYER CONTRIBUTION PLAN · MEMPHIS, TN · plan year 2024

Reported admin expense ratio · 2024
0.20%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Ut Medical Group, Inc. dba University Clinical Health reported $70,605 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $514 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.29% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 372nd-largest of 1,496 plans among Tennessee employers on file, and the 2,492nd of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$34,503,990
Participants with balances598
Active participants449
Employer contributions$230,835
Employee contributions—
Employer contribution per active participant$514
Average account balance$57,699
Benefits paid to participants$3,087,108
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$34.5M · 598 accts · $231K emplr
2023$34.4M · 679 accts · $2.5M emplr
2022$34.1M · 727 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$70,605
Total administrative$70,605
Employer contributions to the Ut Medical Group, Inc. dba University Clinical Health plan · 2024
Employer contribution per active participant$514
Median for plans this size$2,416
2024$514 per active participant
2023$5,525 per active participant
2022$2,876 per active participant

Ut Medical Group, Inc. dba University Clinical Health's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$70,593
HAUSER RETIREMENT SOLUTIONS 2 LLC · Investment advisory (plan)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$70,605 · 0.20%
2023$66,347 · 0.19%
2022$117,898 · 0.29%
All plans at this employer2
UNIVERSITY CLINICAL HEALTH EMPLOYER CONTRIBUTION PLANDefined-contribution plan
UNIVERSITY CLINICAL HEALTH 403(B) PLAN403(b)
Same employer
Similar plansHealth Care & Social Assistance · Tennessee
Watauga Orthopaedics, PLC TN$35.9M · 0.20%
Upperline Health, Inc. TN$35.7M · 0.10%
Urgent Care Group, LLC TN$35.1M · 0.92%
Sp Practice Management, LLC TN$31.8M · 0.15%
Traditions Health, LLC TN$31.0M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621162462 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.