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Original filing (PDF)20251014194358NAL0001781955001
THE UNIVERSITY OF CHICAGO MEDICAL CENTER
Form 5500
FILING_RECEIVED
THE UNIVERSITY OF CHICAGO MEDICAL CENTER CONTRIBUTORY RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,546
Accounts w/ balance
2,342
Plan assets (EOY)
$310.1M
Net assets (EOY)
$310.1M
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.
Helping the score
- Below-peer total fees (3 bps vs 10 bps peer median).
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
008
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
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 AND ANNUITY | 13-1624203 | — | NONE | $96K | — |
Investments
39 direct securities · 1 pooled fund· $290.2M(94% 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
$283.7M
38 holdings
Pooled Separate Account
$5.6M
1 holding
Mutual Funds
$904K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Inst Idx Inst Plus | — | — | — | $41.6M | 13.4% | |
| TIAA Traditional Annuity Accounts * TIAA-CREF TIAA Traditional Nonbenefit-Responsive | — | — | — | $25.6M | 8.3% | |
| Vanguard Target Retirement 2045 | — | — | — | $19.9M | 6.4% | |
| Vanguard Target Retirement 2050 | — | — | — | $16.9M | 5.5% | |
| Vanguard Target Retirement 2040 | — | — | — | $16.5M | 5.3% | |
| Vanguard Target Retirement 2030 | — | — | — | $15.5M | 5.0% | |
| TIAA-CREF TIAA Traditional Nonbenefit-Responsive 2 | — | — | — | $12.8M | 4.1% | |
| Variable annuity accounts * TIAA-CREF CREF Stock R3 | — | — | — | $11.8M | 3.8% | |
| Vanguard Extend MkIdx Inst Pl | — | — | — | $11.6M | 3.7% | |
| Vanguard Target Retirement 2025 | — | — | — | $11.5M | 3.7% | |
| Vanguard Target Retirement 2055 | — | — | — | $9.8M | 3.1% | |
| Vanguard Primecap Adm | — | — | — | $9.7M | 3.1% | |
| Vanguard Total Int St Ix IsPls | — | — | — | $8.9M | 2.9% | |
| Dodge & Cox Global Stock Fund X | — | — | — | $7.2M | 2.3% | |
| TIAA-CREF CREF Social Choice R4 | — | — | — | $7.0M | 2.3% | |
| Vanguard Ttl Bd Mkt Idx InstPl | — | — | — | $6.4M | 2.1% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $5.6M | 1.8% | |
| TIAA-CREF CREF Growth R3 | — | — | — | $4.8M | 1.5% | |
| Vanguard Small-Cap Val Idx Inst | — | — | — | $4.4M | 1.4% | |
| Vanguard Target Retirement 2020 | — | — | — | $4.2M | 1.3% | |
| TIAA-CREF Self-directed brokerage account | — | — | — | $3.7M | 1.2% | |
| Vanguard Target Retirement Income | — | — | — | $3.3M | 1.1% | |
| TIAA-CREF CREF Money Market R3 | — | — | — | $3.1M | 1.0% | |
| Vanguard Emr Mkts Stk Idx Inst | — | — | — | $3.0M | 1.0% | |
| Vanguard Cash Reserve Federal Money Market | — | — | — | $2.8M | 0.9% | |
| TIAA-CREF CREF Equity Index R3 | — | — | — | $2.7M | 0.9% | |
| Vanguard FTSE Social Idx Instl | — | — | — | $2.5M | 0.8% | |
| Vanguard Target Retirement 2060 | — | — | — | $2.4M | 0.8% | |
| Vanguard Real Estate Idx Inst | — | — | — | $2.2M | 0.7% | |
| TIAA-CREF CREF Global Equities R3 | — | — | — | $2.1M | 0.7% | |
| Vanguard Infl Protect Sec Inst | — | — | — | $2.0M | 0.7% | |
| through November 2034 -0- | — | — | — | $1.9M | 0.6% | |
| TIAA-CREF CREF Bond Market R3 | — | — | — | $1.8M | 0.6% | |
| TIAA-CREF CREF Social Choice R3 | — | — | — | $1.7M | 0.5% | |
| Harding International Eq Inst | — | — | — | $1.0M | 0.3% | |
| BlackRock Total Return Inst | Mutual Funds | — | — | $904K | 0.3% | |
| TIAA-CREF CREF Inflation-Linked Bond R3 | — | — | — | $528K | 0.2% | |
| Vanguard Target Retirement 2065 | — | — | — | $268K | <0.1% | |
| BlackRock Advanced Small Cap Core K | — | — | — | $263K | <0.1% | |
| Vanguard Target Retirement 2070 BM | — | — | — | $4K | <0.1% |