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Original filing (PDF)20251014200357NAL0001791235001
UCHICAGO MEDICINE NETWORK, INC.
Form 5500
FILING_RECEIVED
INGALLS HEALTH SYSTEM SMART MONEY RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,320
Accounts w/ balance
4,073
Plan assets (EOY)
$165.9M
Net assets (EOY)
$165.9M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UCHICAGO MEDICINE NETWORK, INC..
Plan sponsor
Name
UCHICAGO MEDICINE NETWORK, INC.
EIN
36-2170866
Address
1 INGALLS DRIVE · ATTN HUMAN RESOURCES · HARVEY, IL · 60426
Phone
(708) 915-6435
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
007
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA - TEACHERS INSURANCE & ANNUITY | 13-1624203 | — | NONE | $196K | — |
Investments
31 direct securities · 1 pooled fund· $165.9M(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
$164.6M
30 holdings
Pooled Separate Account
$1.3M
1 holding
Mutual Funds
$42K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Inst Idx Inst Plus | — | — | — | $38.3M | 23.1% | |
| Vanguard Cash Reserve Federal Money Market | — | — | — | $25.5M | 15.4% | |
| Vanguard Target Retirement 2030 | — | — | — | $17.7M | 10.7% | |
| Vanguard Target Retirement 2040 | — | — | — | $14.5M | 8.7% | |
| Vanguard Target Retirement 2050 | — | — | — | $13.0M | 7.8% | |
| Vanguard Extend MkIdx Inst Pl | — | — | — | $10.1M | 6.1% | |
| Vanguard Ttl Bd Mkt Idx InstPl | — | — | — | $7.3M | 4.4% | |
| TIAA Traditional Annuity Account * TIAA-CREF TIAA Traditional Nonbenefit-Responsive 2 | — | — | — | $6.5M | 3.9% | |
| Vanguard Target Retirement 2060 | — | — | — | $6.5M | 3.9% | |
| Vanguard Total Int St Ix IsPls | — | — | — | $5.4M | 3.2% | |
| Vanguard Target Retirement 2020 | — | — | — | $4.3M | 2.6% | |
| Variable annuity account * TIAA-CREF CREF Social Choice R4 | — | — | — | $2.6M | 1.6% | |
| Participant loans through October 2054 -0- | — | — | — | $2.2M | 1.3% | |
| Dodge & Cox Global Stock Fund X | — | — | — | $2.2M | 1.3% | |
| Vanguard Target Retirement Income | — | — | — | $1.4M | 0.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $1.3M | 0.8% | |
| Vanguard Target Retirement 2055 | — | — | — | $922K | 0.6% | |
| Vanguard Small-Cap Val Idx Inst | — | — | — | $911K | 0.5% | |
| Vanguard Target Retirement 2035 | — | — | — | $726K | 0.4% | |
| Vanguard Primecap ADM | — | — | — | $650K | 0.4% | |
| Vanguard Emr Mkts Stk Idx Inst | — | — | — | $635K | 0.4% | |
| Vanguard Target Retirement 2045 | — | — | — | $627K | 0.4% | |
| Vanguard Target Retirement 2065 | — | — | — | $591K | 0.4% | |
| Vanguard Infl Protect Sec Inst | — | — | — | $503K | 0.3% | |
| Vanguard Real Estate Idx Inst | — | — | — | $468K | 0.3% | |
| Vanguard Target Retirement 2025 | — | — | — | $403K | 0.2% | |
| TIAA-CREF Self-directed brokerage account | — | — | — | $243K | 0.1% | |
| Harding International Eq Inst | — | — | — | $210K | 0.1% | |
| BlackRock Total Return Inst | — | — | — | $118K | <0.1% | |
| Vanguard FTSE Social Idk Instl | — | — | — | $114K | <0.1% | |
| BlackRock Advanced Small Cap Core K | Mutual Funds | — | — | $42K | <0.1% | |
| Vanguard Target Retirement 2070 | — | — | — | $23K | <0.1% |