Original filing (PDF)20251015100325NAL0002210803001

SINAI HEALTH SYSTEM

Name: SINAI HEALTH SYSTEM — SINAI HEALTH SYSTEM CONSOLIDATED 403(B) PLAN, Form 5500 (2024)
Creator: SINAI HEALTH SYSTEM

Form 5500

FILING_RECEIVED

SINAI HEALTH SYSTEM CONSOLIDATED 403(B) PLAN

403(b) retirement plan

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

3,903

Accounts w/ balance

4,476

Plan assets (EOY)

$165.2M

Net assets (EOY)

$165.2M

How this plan invests

This plan

1 pooled trust

Schedule D

76 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 1015K (10% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (20th percentile).
Bottom-decile employer contributions per participant (2nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with 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) 257-6332

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
METLIFE LIFE INSURANCE COMPANY	—	CHARLOTTE, NC	RECORDKEEPER	$344K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANCIAL SERVICES INC	—	NASHVILLE, TN	INVESTMENT ADVISOR	$179K	—

Investments

76 direct securities · 1 pooled fund· $165.2M(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.

Other securities

$158.6M

73 holdings

Cash / Money Market

$5.6M

3 holdings

Pooled Separate Account

$1.1M

1 holding

					% of plan
Fidelity 500 Index Fund	Other securities	—	—	$13.4M	8.1%
T. Rowe Price Retirement 2040 Fund ‐ I Class	Other securities	—	—	$12.4M	7.5%
T. Rowe Price Retirement 2035 Fund ‐ I Class	Other securities	—	—	$10.8M	6.6%
T. Rowe Price Retirement 2025 Fund ‐ I Class	Other securities	—	—	$10.8M	6.5%
T. Rowe Price Retirement 2030 Fund ‐ I Class	Other securities	—	—	$10.5M	6.4%
CREF Stock Account ‐ Class R2	Other securities	—	—	$9.8M	5.9%
T. Rowe Price Retirement 2045 Fund ‐ I Class	Other securities	—	—	$8.9M	5.4%
T. Rowe Price Blue Chip Growth Fund ‐ I Class	Other securities	—	—	$8.2M	5.0%
T. Rowe Price Retirement 2050 Fund ‐ I Class	Other securities	—	—	$5.7M	3.4%
T. Rowe Price Retirement 2020 Fund ‐ I Class	Other securities	—	—	$5.3M	3.2%
Vanguard Treasury Money Market Fund ‐ Investor Class	Cash / Money Market	—	—	$5.1M	3.1%
TIAA‐CREF TIAA Traditional Benefit Responsive	Other securities	—	—	$4.9M	3.0%
TIAA‐CREF TIAA Traditional Non Benefit Responsive	Other securities	—	—	$4.6M	2.8%
CREF Growth Account ‐ Class R2	Other securities	—	—	$3.9M	2.3%
Vanguard Mid-Cap Index Fund ‐ Admiral Shares	Other securities	—	—	$3.8M	2.3%
Janus Henderson Balanced Fund ‐ Class I	Other securities	—	—	$3.5M	2.1%
T. Rowe Price Retirement 2015 Fund ‐ I Class	Other securities	—	—	$2.9M	1.7%
Vanguard International Growth Fund ‐ Admiral Shares	Other securities	—	—	$2.8M	1.7%
T. Rowe Price Retirement 2055 Fund ‐ I Class	Other securities	—	—	$2.6M	1.6%
Touchstone Mid Cap Growth Fund ‐ Class A	Other securities	—	—	$2.6M	1.5%
Baird Aggregate Bond Fund ‐ Institutional Class	Other securities	—	—	$2.3M	1.4%
CREF Equity Index Account ‐ Class R2	Other securities	—	—	$2.1M	1.3%
MFS Value Fund ‐ Class A	Other securities	—	—	$2.0M	1.2%
Parnassus Core Equity Fund ‐ Investor Shares	Other securities	—	—	$1.9M	1.2%
CREF Global Equities Account ‐ Class R2	Other securities	—	—	$1.9M	1.1%
Allspring Special Small Cap Value Fund ‐ Institutional Class	Other securities	—	—	$1.6M	1.0%
Dimensional Fund Advisors Inflation‐Protected Securities Portfolio ‐ Institutional Class	Other securities	—	—	$1.5M	0.9%
T. Rowe Price Retirement 2010 Fund ‐ I Class	Other securities	—	—	$1.3M	0.8%
T. Rowe Price Retirement 2060 Fund ‐ I Class	Other securities	—	—	$1.3M	0.8%
Charles Schwab Self‐Directed Brokerage Accounts	Other securities	—	—	$1.1M	0.7%
TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$1.1M	0.6%
Fidelity Small Cap Index Fund	Other securities	—	—	$995K	0.6%
Fidelity Advisor Freedom 2050 Fund ‐ Class I 460 * Fidelity VIP Growth Portfolio ‐ Initial Class	Other securities	—	—	$872K	0.5%
Alger Large Cap Growth Portfolio ‐ Class I‐2	Other securities	—	—	$862K	0.5%
Self‐Directed Brokerage Accounts Self‐Directed Brokerage Accounts	Other securities	—	—	$766K	0.5%
AUL Stable Value Account	Other securities	—	—	$750K	0.5%
T. Rowe Price Equity Income Fund ‐ Institutional Class	Other securities	—	—	$744K	0.5%
TIAA‐CREF Nuveen Lifecycle 2035 Fund ‐ Retirement Class	Other securities	—	—	$712K	0.4%
TIAA‐CREF Nuveen Lifecycle 2040 Fund ‐ Retirement Class	Other securities	—	—	$679K	0.4%
T. Rowe Price Retirement 2005 Fund ‐ I Class	Other securities	—	—	$618K	0.4%
State Street Equity 500 Index Fund ‐ Administrative Shares	Other securities	—	—	$564K	0.3%
CREF Inflation‐Linked Bond Account ‐ Class R2	Other securities	—	—	$538K	0.3%
AUL Alternate Fixed Account	Other securities	—	—	$534K	0.3%
CREF Core Bond Account ‐ Class R2	Other securities	—	—	$519K	0.3%
Dimensional Fund Advisors International Core Equity Portfolio ‐ Institutional Class	Other securities	—	—	$500K	0.3%
CREF Money Market Account ‐ Class R2	Cash / Money Market	—	—	$434K	0.3%
Loomis Sayles Core Plus Bond Fund ‐ Class Y	Other securities	—	—	$433K	0.3%
CREF Social Choice Account ‐ Class R2	Other securities	—	—	$407K	0.2%
TIAA‐CREF Nuveen Large Cap Value Fund ‐ Retirement Class	Other securities	—	—	$370K	0.2%
TIAA‐CREF Nuveen Lifecycle 2025 Fund ‐ Retirement Class	Other securities	—	—	$318K	0.2%