Back to filter
Original filing (PDF)20251014191717NAL0003636081001
THE UNIVERSITY OF CHICAGO MEDICAL CENTER
Form 5500
FILING_RECEIVED
THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
8,415
Accounts w/ balance
13,625
Plan assets (EOY)
$739.3M
Net assets (EOY)
$739.3M
How this plan invests
This plan
1 pooled trust
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE UNIVERSITY OF CHICAGO MEDICAL CENTER.
Plan sponsor
Name
THE UNIVERSITY OF CHICAGO MEDICAL CENTER
EIN
36-3488183
Address
5841 SOUTH MARYLAND AVENUE MC 1086 · CHICAGO, IL · 606371470
Phone
(773) 702-1091
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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
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 | $491K | — |
Investments
40 direct securities · 1 pooled fund· $739.3M(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
$726.2M
39 holdings
Pooled Separate Account
$11.9M
1 holding
Mutual Funds
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TIAA Traditional Annuity Accounts * TIAA-CREF TIAA Traditional Nonbenefit-Responsive | — | — | — | $75.3M | 10.2% | |
| Vanguard Inst Idx Inst Plus | — | — | — | $64.2M | 8.7% | |
| Vanguard Target Retirement 2050 | — | — | — | $57.6M | 7.8% | |
| Vanguard Target Retirement 2045 | — | — | — | $51.8M | 7.0% | |
| Vanguard Target Retirement 2055 | — | — | — | $49.5M | 6.7% | |
| Vanguard Target Retirement 2040 | — | — | — | $48.6M | 6.6% | |
| Vanguard Target Retirement 2035 | — | — | — | $44.7M | 6.0% | |
| Variable annuities in mutual funds * TIAA-CREF CREF Stock R3 | — | — | — | $35.3M | 4.8% | |
| Vanguard Target Retirement 2030 | — | — | — | $31.2M | 4.2% | |
| TIAA-CREF CREF Money Market R3 | — | — | — | $28.5M | 3.9% | |
| Vanguard Target Retirement 2025 | — | — | — | $23.3M | 3.1% | |
| TIAA-CREF TIAA Traditional Nonbenefit-Responsive 2 | — | — | — | $21.8M | 2.9% | |
| Vanguard Extend MkIdx Inst Pl | — | — | — | $17.9M | 2.4% | |
| Vanguard Cash Reserve Federal Money Market | — | — | — | $17.3M | 2.3% | |
| Vanguard Target Retirement 2060 | — | — | — | $17.1M | 2.3% | |
| Dodge & Cox Global Stock Fund X | — | — | — | $13.6M | 1.8% | |
| TIAA-CREF CREF Growth R3 | — | — | — | $13.3M | 1.8% | |
| Vanguard Total Int St Ix IsPls | — | — | — | $12.3M | 1.7% | |
| through November 2034 -0- | — | — | — | $12.0M | 1.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $11.9M | 1.6% | |
| Vanguard Primecap Adm | — | — | — | $9.5M | 1.3% | |
| TIAA-CREF CREF Social Choice R4 | — | — | — | $9.2M | 1.2% | |
| Vanguard Ttl Bd Mkt Idx InstPl | — | — | — | $7.5M | 1.0% | |
| Vanguard Target Retirement 2020 | — | — | — | $7.3M | 1.0% | |
| TIAA-CREF CREF Equity Index R3 | — | — | — | $6.4M | 0.9% | |
| Vanguard Small-Cap Val Idx Inst | — | — | — | $6.1M | 0.8% | |
| TIAA-CREF CREF Global Equities R3 | — | — | — | $6.1M | 0.8% | |
| TIAA-CREF CREF Social Choice R3 | — | — | — | $5.9M | 0.8% | |
| Vanguard FTSE Social Idx Instl | — | — | — | $5.7M | 0.8% | |
| TIAA-CREF Self-directed brokerage account | — | — | — | $5.2M | 0.7% | |
| Vanguard Emr Mkts Stk Idx Inst | — | — | — | $4.0M | 0.5% | |
| Vanguard Target Retirement Income | — | — | — | $3.8M | 0.5% | |
| Vanguard Real Estate Idx Inst | — | — | — | $3.4M | 0.5% | |
| TIAA-CREF CREF Bond Market R3 | — | — | — | $3.0M | 0.4% | |
| Vanguard Infl Protect Sec Inst | — | — | — | $2.8M | 0.4% | |
| Vanguard Target Retirement 2065 | — | — | — | $2.1M | 0.3% | |
| BlackRock Total Return Inst | Mutual Funds | — | — | $1.2M | 0.2% | |
| Harding International Eq Inst | — | — | — | $1.2M | 0.2% | |
| TIAA-CREF CREF Inflation-Linked Bond R3 | — | — | — | $968K | 0.1% | |
| BlackRock Advanced Small Cap Core K | — | — | — | $612K | <0.1% | |
| Vanguard Target Retirement 2070 | — | — | — | $134K | <0.1% |