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Original filing (PDF)20251014201502NAL0007347634001
UCHICAGO MEDICINE NETWORK, INC.
Form 5500
FILING_RECEIVED
INGALLS HEALTH SYSTEM SMART MONEY EMPLOYER CONTRIBUTION PLAN
401(k) retirement plan
Signals · 2
32% in single holdingNo recordkeeper disclosed
Active participants
350
Accounts w/ balance
745
Plan assets (EOY)
$36.9M
Net assets (EOY)
$36.9M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
84
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Inst Idx Inst Plus" is 32% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (11 bps vs 29 bps peer median).
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
008
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
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 | $42K | — |
Investments
26 direct securities · 1 pooled fund· $36.9M(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
$36.6M
25 holdings
Pooled Separate Account
$275K
1 holding
Mutual Funds
$50K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Inst Idx Inst Plus | — | — | — | $11.7M | 31.8% | |
| Vanguard Cash Reserve Federal Money Market | — | — | — | $10.6M | 28.8% | |
| Vanguard Target Retirement 2030 | — | — | — | $2.5M | 6.7% | |
| Vanguard Extend MkIdx Inst Pl | — | — | — | $2.1M | 5.7% | |
| Vanguard Ttl Bd Mkt Idx InstPl | — | — | — | $1.8M | 4.8% | |
| TIAA Traditional Annuity Account * TIAA-CREF TIAA Traditional Nonbenefit-Responsive 2 | — | — | — | $1.4M | 3.8% | |
| Vanguard Total Int St Ix IsPls | — | — | — | $1.3M | 3.4% | |
| Vanguard Target Retirement 2040 | — | — | — | $1.1M | 3.0% | |
| Vanguard Target Retirement 2020 | — | — | — | $741K | 2.0% | |
| Variable annuity account * TIAA-CREF CREF Social Choice R4 | — | — | — | $650K | 1.8% | |
| Dodge & Cox Global Stock Fund X | — | — | — | $511K | 1.4% | |
| Vanguard Target Retirement Income | — | — | — | $488K | 1.3% | |
| Vanguard Target Retirement 2050 | — | — | — | $441K | 1.2% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $275K | 0.7% | |
| Vanguard Primecap ADM | — | — | — | $244K | 0.7% | |
| Vanguard Small-Cap Val Idx Inst | — | — | — | $204K | 0.6% | |
| Vanguard Target Retirement 2045 | — | — | — | $130K | 0.4% | |
| Vanguard Emr Mkts Stk Idx Inst | — | — | — | $128K | 0.3% | |
| Vanguard Real Estate Idx Inst | — | — | — | $108K | 0.3% | |
| Vanguard Infl Protect Sec Inst | — | — | — | $105K | 0.3% | |
| Vanguard Target Retirement 2025 | — | — | — | $96K | 0.3% | |
| TIAA-CREF Self-directed brokerage account | — | — | — | $85K | 0.2% | |
| Vanguard Target Retirement 2035 | — | — | — | $81K | 0.2% | |
| BlackRock Advanced Small Cap Core K | Mutual Funds | — | — | $50K | 0.1% | |
| Harding International Eq Inst | — | — | — | $43K | 0.1% | |
| BlackRock Total Return Inst | — | — | — | $42K | 0.1% | |
| Vanguard FTSE Social Idx Instl | — | — | — | $14K | <0.1% |