Truman Medical Centre, Inc. D/B/A University Health 403(b) match, vesting and fees
What Truman Medical Centre, Inc. D/B/A University Health's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 219 defined-contribution plans in health care and social assistance with 5,000 to 9,999 participants.
| Truman Medical Centre, Inc. D/B/A University Health: employer contribution per participant | $1,535 | |
| Peer median | $1,897 |
| Truman Medical Centre, Inc. D/B/A University Health: average balance | $50,565 | |
| Peer median | $70,943 |
| Truman Medical Centre, Inc. D/B/A University Health: admin expenses ÷ assets | 0.09% | |
| Peer median | 0.10% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $247M at the end of plan year 2023 to $297M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 6,080 | $297M | $9M | $1,535 | 0.09% | Not published | Form 5500 ↗ |
| 2023 | 5,992 | $247M | $8M | $1,450 | 0.10% | Not published | Form 5500 ↗ |
Other Truman Medical Centre, Inc. D/B/A University Health plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Truman Medical Centers Cash Balance Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Milliman | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Truman Medical Centre, Inc. D/B/A University Health match 401(k) contributions?
The match terms for the University Health 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $9M in employer contributions, about $1,535 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Truman Medical Centre, Inc. D/B/A University Health 401(k) match vested?
The vesting schedule for the University Health 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Truman Medical Centre, Inc. D/B/A University Health 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Truman Medical Centre, Inc. D/B/A University Health.
I left Truman Medical Centre, Inc. D/B/A University Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Truman Medical Centre, Inc. D/B/A University Health, (816) 404-2581) or the recordkeeper, Empower Annuity Insurance Company. The Truman Medical Centre, Inc. D/B/A University Health old 401(k) page lists the contacts from every plan filing. Find an old Truman Medical Centre, Inc. D/B/A University Health 401(k)
Data from the public Form 5500 annual reports Truman Medical Centre, Inc. D/B/A University Health filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Truman Medical Centre, Inc. D/B/A University Health. Not financial advice. Report a correction · Methodology