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Original filing (PDF)20251014140202NAL0001467571001
RUSH COPLEY MEDICAL CENTER
Form 5500
FILING_RECEIVED
RUSH COPLEY MEDICAL CENTER EMPLOYEES' SAVINGS PLAN
401(k) retirement plan
Active participants
2,744
Accounts w/ balance
2,517
Plan assets (EOY)
$312.8M
Net assets (EOY)
$312.8M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RUSH COPLEY MEDICAL CENTER.
Plan sponsor
Name
RUSH COPLEY MEDICAL CENTER
EIN
36-2170840
Address
2000 OGDEN AVE. HUMAN RESOURCES · AURORA, IL · 60504
Phone
(630) 978-6200
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
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
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $181K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERITY PARTNERS LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $170K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QDRO CONSULTANTS COMPANY,LLC | — | MEDINA, OH | OTHER | $1K | — |
| EMPOWER FINANCIAL SERVICES, INC | — | GREENWOOD VILLAGE, CO | NONE | $120 | — |
Investments
23 direct securities · 1 pooled fund· $312.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$229.4M
21 holdings
Guaranteed Income / GIC
$55.1M
1 holding
Mutual Funds
$23.0M
1 holding
Pooled Separate Account
$5.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $61.5M | 19.7% | |
| * Empower Annuity Insurance Company Guaranteed Interest Account GA-300032 | Guaranteed Income / GIC | — | — | $55.1M | 17.6% | |
| Vanguard Target Vanguard Total International Stock Index Retirement Income Fund Institutional Shares | — | — | — | $52.6M | 16.8% | |
| Vanguard Target Vanguard Growth Index Retirement Income Fund Institutional Shares | — | — | — | $28.5M | 9.1% | |
| Vanguard Target Vanguard Intermediate-Term Bond Index Retirement Income Fund Institutional Shares | — | — | — | $28.3M | 9.1% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Mutual Funds | — | — | $23.0M | 7.3% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $22.3M | 7.1% | |
| Vanguard Target Vanguard Value Index Fund Institutional Retirement Income Shares | — | — | — | $13.1M | 4.2% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $5.3M | 1.7% | |
| Vanguard Target Vanguard Retirement 2020 Fund Retirement Income Investor Shares | — | — | — | $5.0M | 1.6% | |
| Vanguard Target Vanguard Retirement 2040 Fund Retirement Income Investor Shares | — | — | — | $4.1M | 1.3% | |
| Brokerage Accounts Various Self-directed brokerage accounts | — | — | — | $3.2M | 1.0% | |
| Vanguard Target Vanguard Retirement 2050 Fund Retirement Income Investor Shares | — | — | — | $2.9M | 0.9% | |
| Vanguard Target Vanguard Retirement 2060 Fund Retirement Income Investor Shares | — | — | — | $2.4M | 0.8% | |
| Participant Notes Receivable * Plan participants Various maturity dates through 2041, Interest rates ranging from 4.25% to 9.50% | — | — | — | $1.9M | 0.6% | |
| Vanguard Target Vanguard Retirement 2030 Fund Retirement Income Investor Shares | — | — | — | $1.2M | 0.4% | |
| Vanguard Target Vanguard Real Estate Index Fund Retirement Income Admiral Shares | — | — | — | $878K | 0.3% | |
| Vanguard Target Vanguard Emerging Markets Stock Index Retirement Income Fund Admiral Shares | — | — | — | $697K | 0.2% | |
| Vanguard Target Vanguard Retirement Income Fund Retirement Income Investor Shares | — | — | — | $533K | 0.2% | |
| Vanguard Target Vanguard Total International Bond Index Retirement Income Fund Admiral Shares | — | — | — | $220K | <0.1% | |
| Vanguard Target Vanguard Retirement 2065 Fund | — | — | — | $3K | <0.1% | |
| Vanguard Target Vanguard Retirement 2035 Fund Retirement Income Investor Shares | — | — | — | $1K | <0.1% | |
| Vanguard Target Vanguard Retirement 2045 Fund Retirement Income Investor Shares | — | — | — | $1K | <0.1% | |
| Vanguard Target Vanguard Retirement 2055 Fund Retirement Income Investor Shares | — | — | — | $1K | <0.1% |