Original filing (PDF)20251002104800NAL0001017506001

HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION

Name: HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION — HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN, Form 5500 (2024)
Creator: HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION

Form 5500

FILING_RECEIVED

HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION RETIREMENT AND 401K PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

115

Plan assets (EOY)

$25.8M

Net assets (EOY)

$25.8M

How this plan invests

This plan

21 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION.

Plan sponsor

Name

HEALTHCARE FINANCIAL MANAGEMENT ASSOCIATION

EIN

36-2318336

Address

2001 BUTTERFIELD ROAD, SUITE 1500 · DOWNERS GROVE, IL · 60515

Phone

(708) 531-9600

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
SIKICH CAPITAL MANAGEMENT	36-3168081	—	NONE	$33K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE STANDARD	93-1253576	PORTLAND, OR	NONE	$29K	—
SCHWAB	25-1838406	—

Investments

21 direct securities· $25.8M(100% of reported assets)

Other securities

$25.7M

20 holdings

U.S. Treasuries

$19K

1 holding

					% of plan
Dodge & Cox Income	Other securities	—	—	$5.3M	20.6%
Vanguard 500 Index Fund Admiral Shares	Other securities	—	—	$3.9M	15.0%
Vanguard Wellington Fund Admiral Shares	Other securities	—	—	$3.3M	12.7%
Nuveen International Responsible Equity	Other securities	—	—	$2.8M	11.0%
The Standard Stable Asset A	Other securities	—	—	$2.5M	9.9%
JPMorgan Large Cap Growth	Other securities	—	—	$2.2M	8.6%
JPMorgan U.S. Value	Other securities	—	—	$2.2M	8.5%
Vanguard Small-Cap Index Fund Admiral Shares	Other securities	—	—	$1.1M	4.4%
Vanguard Mid-Cap Index Fund Admiral Shares	Other securities	—	—	$647K	2.5%
Nuveen Mid Cap Value R6	Other securities	—	—	$510K	2.0%
Carillon Eagle Mid Cap Growth	Other securities	—	—	$498K	1.9%
through November 2029	Other securities	—	—	$208K	0.8%
Fidelity Advisor International Small Cap Opportunities	Other securities	—	—	$204K	0.8%
American Funds New Perspective	Other securities	—	—	$147K	0.6%
PGIM Global Total Return R6	Other securities	—	—	$61K	0.2%
Cohen & Steers Institutional Realty	Other securities	—	—	$44K	0.2%
Vanguard Total International Stock Index Fund Admiral Shares	Other securities	—	—	$28K	0.1%
JPMorgan Small Cap Growth	Other securities	—	—	$21K	<0.1%
American Century Government Bond	U.S. Treasuries	—	—	$19K	<0.1%
Allspring Special Small Cap Value	Other securities	—	—	$7K	<0.1%
DFA Commodity Strategy Portfolio Institutional	Other securities	—	—	$5K	<0.1%