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Original filing (PDF)20231016183656NAL0077728322001
RUSH UNIVERSITY MEDICAL CENTER
Form 5500
FILING_RECEIVED
RUSH UNIVERSITY MEDICAL CENTER RETIREMENT PLAN
Defined-benefit pension plan
Signals · 1
14 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RUSH UNIVERSITY MEDICAL CENTER.
Plan sponsor
Name
RUSH UNIVERSITY MEDICAL CENTER
EIN
36-2174823
Address
1201 WEST HARRISON STREET · ROOM 113 · CHICAGO, IL · 60607
Phone
(312) 942-5647
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-16
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
14 rowsOther
14| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VEDDER PRICE | 36-2216929 | CHICAGO, IL | NONE | $1.1M | — |
| PIMCO | 33-0629048 | NEWPORT BEACH, CA | NONE | $757K | — |
| THE NORTHERN TRUST CO | 71-0968336 | CHICAGO, IL | NONE | $432K | — |
| SILCHESTER INTERNATIONAL INVESTORS | 36-7045783 | NEW YORK, NY | NONE | $318K | — |
| GARDNER RUSSO | 23-2673088 | LANCASTER, PA | NONE | $213K | — |
| KEELEY-TETON ADVISORS, LLC | 81-4164631 | CHICAGO, IL | NONE | $170K | — |
| FIDELITY INVESTMENTS | 04-6568107 | CHICAGO, IL | NONE | $126K | — |
| WILLIAM BLAIR | 36-2214610 | CHICAGO, IL | NONE | $88K | — |
| NEPC CONSULTANTS | 26-1429809 | WOBURN, MA | NONE | $84K | — |
| ABERDEEN | 51-0368279 | PHILADELPHIA, PA | NONE | $67K | — |
| FACTSET RESEARCH SYSTEMS, INC. | 13-3362547 | NORWALK, CT | NONE | $57K | — |
| STATE STREET GLOBAL ADVISOR | 04-1867445 | CHICAGO, IL | NONE | $38K | — |
| BLOOMBERG | 06-1818168 | NEW YORK, NY | NONE | $11K | — |
| POLUNIN | 36-7723217 | WOBURN, MA | NONE | $9K | — |
Investments
1 pooled fund· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| RUMC MASTER RETIREMENT TRUST RUSH UNIVERSITY MEDICAL CENTER · EIN 36-7367088 / PN 003 | Common Collective Trust | $0 | — |