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Original filing (PDF)20251014195426NAL0001802867001
UCHICAGO MEDICINE NETWORK, INC.
Form 5500
FILING_RECEIVED
MEDCENTRIX, INC. SMART MONEY RETIREMENT PLAN
401(k) retirement plan
Signals · 2
26% in single holdingNo recordkeeper disclosed
Active participants
187
Accounts w/ balance
233
Plan assets (EOY)
$10.5M
Net assets (EOY)
$10.5M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Inst Idx Inst Plus" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UCHICAGO MEDICINE NETWORK, INC..
Plan sponsor
Name
UCHICAGO MEDICINE NETWORK, INC.
EIN
36-3374228
Address
1 INGALLS DRIVE · ATTN HUMAN RESOURCES · HARVEY, IL · 60426
Phone
(708) 915-6435
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA - TEACHERS INSURANCE & ANNUITY | 13-1624203 | — | NONE | $16K | — |
Investments
29 direct securities · 1 pooled fund· $10.5M(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.
Uncategorized
$10.4M
28 holdings
Pooled Separate Account
$56K
1 holding
Mutual Funds
$2K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Inst Idx Inst Plus | — | — | — | $2.8M | 26.5% | |
| Vanguard Target Retirement 2030 | — | — | — | $1.3M | 12.1% | |
| Vanguard Cash Reserve Federal Money Market | — | — | — | $1.2M | 11.9% | |
| Vanguard Target Retirement 2020 | — | — | — | $1.0M | 9.7% | |
| Vanguard Target Retirement 2025 | — | — | — | $935K | 8.9% | |
| Vanguard Extend MkIdx Inst Pl | — | — | — | $734K | 7.0% | |
| Vanguard Target Retirement 2040 | — | — | — | $615K | 5.9% | |
| Vanguard Target Retirement 2050 | — | — | — | $408K | 3.9% | |
| TIAA Traditional Annuity Account * TIAA-CREF TIAA Traditional Nonbenefit-Responsive 2 | — | — | — | $305K | 2.9% | |
| Vanguard Ttl Bd Mkt Idx InstPl | — | — | — | $275K | 2.6% | |
| Vanguard Total Int St Ix IsPls | — | — | — | $158K | 1.5% | |
| Variable annuity account * TIAA-CREF CREF Social Choice R4 | — | — | — | $157K | 1.5% | |
| Dodge & Cox Global Stock Fund X | — | — | — | $115K | 1.1% | |
| Vanguard Target Retirement 2035 | — | — | — | $104K | 1.0% | |
| Vanguard Target Retirement 2060 | — | — | — | $99K | 0.9% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $56K | 0.5% | |
| Vanguard Small-Cap Val Idx Inst | — | — | — | $41K | 0.4% | |
| Vanguard Target Retirement 2045 | — | — | — | $31K | 0.3% | |
| Vanguard Emr Mkts Stk Idx Inst | — | — | — | $25K | 0.2% | |
| Vanguard Infl Protect Sec Inst | — | — | — | $23K | 0.2% | |
| Vanguard Real Estate Idx Inst | — | — | — | $22K | 0.2% | |
| Vanguard Target Retirement Income | — | — | — | $21K | 0.2% | |
| maturing through November 2029 -0- | — | — | — | $12K | 0.1% | |
| Vanguard Target Retirement 2065 | — | — | — | $10K | <0.1% | |
| BlackRock Advanced Small Cap Core K | — | — | — | $5K | <0.1% | |
| Vanguard Primecap ADM | — | — | — | $4K | <0.1% | |
| Harding International Eq Inst | — | — | — | $4K | <0.1% | |
| BlackRock Total Return Inst AS | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard FTSE Social Idx Instl | — | — | — | $2K | <0.1% | |
| Vanguard Target Retirement 2055 | — | — | — | $2K | <0.1% |