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Original filing (PDF)20251015110535NAL0004366033001
SINAI HEALTH SYSTEM
Form 5500
FILING_RECEIVED
SINAI HEALTH SYSTEM RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
1,835
Accounts w/ balance
3,135
Plan assets (EOY)
$37.1M
Net assets (EOY)
$37.1M
How this plan invests
This plan
1 pooled trust
Schedule D
60 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 51 bps in Schedule C fees — 78% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SINAI HEALTH SYSTEM.
Plan sponsor
Name
SINAI HEALTH SYSTEM
EIN
36-3166895
Address
1500 S. FAIRFIELD · CHICAGO, IL · 60608
Phone
(773) 884-7905
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METLIFE LIFE INSURANCE COMPANY | — | CHARLOTTE, NC | RECORDKEEPER | $149K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $42K | — |
Investments
58 direct securities · 1 pooled fund· $36.2M(98% 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
$36.1M
58 holdings
Pooled Separate Account
$112K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2035 Fund - I Class | — | — | — | $3.7M | 9.9% | |
| T. Rowe Price Retirement 2045 Fund - I Class | — | — | — | $3.5M | 9.4% | |
| T. Rowe Price Retirement 2040 Fund - I Class | — | — | — | $3.4M | 9.1% | |
| T. Rowe Price Retirement 2025 Fund - I Class | — | — | — | $3.3M | 8.8% | |
| T. Rowe Price Retirement 2030 Fund - I Class | — | — | — | $3.1M | 8.2% | |
| T. Rowe Price Retirement 2050 Fund - I Class | — | — | — | $2.3M | 6.2% | |
| T. Rowe Price Retirement 2020 Fund - I Class | — | — | — | $2.0M | 5.3% | |
| Fidelity 500 Index Fund | — | — | — | $1.7M | 4.7% | |
| TIAA-CREF TIAA Traditional Non Benefit Responsive | — | — | — | $1.3M | 3.4% | |
| T. Rowe Price Blue Chip Growth Fund - I Class | — | — | — | $1.1M | 2.9% | |
| CREF Money Market Account - Class R2 | — | — | — | $942K | 2.5% | |
| CREF Stock Account - Class R2 | — | — | — | $880K | 2.4% | |
| T. Rowe Price Retirement 2055 Fund - I Class | — | — | — | $838K | 2.3% | |
| T. Rowe Price Retirement 2015 Fund - I Class | — | — | — | $750K | 2.0% | |
| Janus Henderson Balanced Fund - Class I | — | — | — | $621K | 1.7% | |
| Vanguard Treasury Money Market Fund - Investor Class | — | — | — | $596K | 1.6% | |
| CREF Global Equities Account - Class R2 | — | — | — | $504K | 1.4% | |
| Parnassus Core Equity Fund - Investor Shares | — | — | — | $445K | 1.2% | |
| Touchstone Mid Cap Growth Fund - Class A | — | — | — | $440K | 1.2% | |
| Vanguard International Growth Fund - Admiral Shares | — | — | — | $429K | 1.2% | |
| CREF Equity Index Account - Class R2 | — | — | — | $390K | 1.1% | |
| T. Rowe Price Retirement 2010 Fund - I Class | — | — | — | $360K | 1.0% | |
| Baird Aggregate Bond Fund - Institutional Class | — | — | — | $327K | 0.9% | |
| MFS Value Fund - Class A | — | — | — | $317K | 0.9% | |
| Dimensional Fund Advisors Inflation-Protected Securities Portfolio - Institutional Class | — | — | — | $315K | 0.8% | |
| T. Rowe Price Retirement 2060 Fund - I Class | — | — | — | $310K | 0.8% | |
| Allspring Special Small Cap Value Fund - Institutional Class | — | — | — | $261K | 0.7% | |
| TIAA-CREF Nuveen Lifecycle 2040 Fund - Retirement Class | — | — | — | $220K | 0.6% | |
| TIAA-CREF Nuveen Lifecycle 2035 Fund - Retirement Class | — | — | — | $213K | 0.6% | |
| TIAA-CREF Nuveen Lifecycle 2030 Fund - Retirement Class | — | — | — | $199K | 0.5% | |
| CREF Social Choice Account - Class R2 | — | — | — | $175K | 0.5% | |
| TIAA-CREF Nuveen Lifecycle 2020 Fund - Retirement Class | — | — | — | $172K | 0.5% | |
| Vanguard Mid Cap Index Fund - Admiral Shares | — | — | — | $169K | 0.5% | |
| TIAA-CREF Nuveen Lifecycle 2025 Fund - Retirement Class | — | — | — | $154K | 0.4% | |
| TIAA-CREF Nuveen Lifecycle 2045 Fund - Retirement Class | — | — | — | $128K | 0.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $112K | 0.3% | |
| Fidelity Small Cap Index Fund | — | — | — | $105K | 0.3% | |
| CREF Core Bond Account - Class R2 | — | — | — | $88K | 0.2% | |
| T. Rowe Price Retirement 2005 Fund - I Class | — | — | — | $71K | 0.2% | |
| TIAA-CREF Nuveen Lifecycle 2015 Fund - Retirement Class | — | — | — | $58K | 0.2% | |
| TIAA-CREF Nuveen Lifecycle 2010 Fund - Retirement Class | — | — | — | $51K | 0.1% | |
| Dimensional Fund Advisors International Core Equity Portfolio - Institutional Class | — | — | — | $44K | 0.1% | |
| TIAA-CREF Nuveen International Equity Fund - Retirement Class | — | — | — | $43K | 0.1% | |
| TIAA-CREF Nuveen Large Cap Value Fund - Retirement Class | — | — | — | $38K | 0.1% | |
| TIAA-CREF Nuveen Quant Small-Cap Equity Fund - Retirement Class | — | — | — | $37K | 0.1% | |
| CREF Inflation-Linked Bond Account - Class R2 | — | — | — | $27K | <0.1% | |
| T. Rowe Price Retirement 2065 Fund - I Class | — | — | — | $24K | <0.1% | |
| TIAA-CREF Nuveen Mid-Cap Value Fund - Retirement Class | — | — | — | $22K | <0.1% | |
| Loomis Sayles Core Plus Bond Fund - Class Y | — | — | — | $21K | <0.1% | |
| Charles Schwab Self-Directed Brokerage Accounts | — | — | — | $20K | <0.1% | |
| TIAA-CREF Nuveen Mid-Cap Growth Fund - Retirement Class | — | — | — | $20K | <0.1% | |
| Hartford Schroders Emerging Markets Equity Fund - Class SDR | — | — | — | $19K | <0.1% | |
| American Century Small Cap Growth Fund - R6 Class | — | — | — | $18K | <0.1% | |
| Cohen & Steers Realty Shares Fund - Class L | — | — | — | $17K | <0.1% | |
| TIAA-CREF Nuveen Lifecycle 2050 Fund - Retirement Class | — | — | — | $15K | <0.1% | |
| Loomis Sayles Bond Fund - Institutional Class | — | — | — | $15K | <0.1% | |
| Victory Sycamore Established Value Fund - Class A | — | — | — | $14K | <0.1% | |
| TIAA-CREF Nuveen Lifecycle Retirement Income Fund - Retirement Class | — | — | — | $10K | <0.1% | |
| TIAA-CREF Nuveen Lifecycle 2055 Fund - Retirement Class | — | — | — | $3K | <0.1% |