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Original filing (PDF)20251015145748NAL0002500211001
JOINT COMMISSION ON ACCREDITATION OF HEALTHCARE ORGANIZATIONS
Form 5500
FILING_RECEIVED
JOINT COMM ON ACRED OF HEALTHCARE ORG ACCNT BASED RETIR PLN
Defined-benefit pension plan
Signals · 2
~225 bps in Sched C fees6 service providers
Active participants
77
Accounts w/ balance
—
Plan assets (EOY)
$30.8M
Net assets (EOY)
$30.8M
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)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
75
Participation health
100
Knocking points off
- 225 bps in Schedule C fees — 676% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOINT COMMISSION ON ACCREDITATION OF HEALTHCARE ORGANIZATIONS.
Plan sponsor
Name
JOINT COMMISSION ON ACCREDITATION OF HEALTHCARE ORGANIZATIONS
EIN
36-2229255
Address
ONE RENAISSANCE BOULEVARD · OAKBROOK TERRACE, IL · 601814294
Phone
(630) 792-5000
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Name
THE JOINT COMMISSION RETIREMENT PLAN
EIN
36-3000439
City
OAKBROOK TERRACE, IL
Phone
(630) 792-5000
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING | 22-2232264 | — | NONE | $530K | — |
| LEGAL AND GENERAL INVESTMENT | 20-8058531 | — | NONE | $58K | — |
| WELLINGTON TRUST COMPANY, NA | — | BOSTON, MA | NONE | $42K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $30K | — |
| SECURITY CAPITAL RESEARCH & MANAGEM | — | CHICAGO, IL | NONE | $20K | — |
| MERCER INC | 13-2834414 | — | NONE | $13K | — |
Investments
1 pooled fund· $0(0% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SMALL CAP VALUE FUND WTC CIF · EIN 04-2767481 / PN 058 | Common Collective Trust | $0 | <0.1% |