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Original filing (PDF)20250908155659NAL0012398931001
UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION
Form 5500
FILING_RECEIVED
UMMS VOLUNTARY 403(B) PLAN
403(b) retirement plan
Active participants
8,350
Accounts w/ balance
6,602
Plan assets (EOY)
$793.4M
Net assets (EOY)
$793.4M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION.
Plan sponsor
Name
UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATION
EIN
52-1362793
Address
250 WEST PRATT STREET · STE 2400 · BALTIMORE, MD · 21201
Phone
(443) 462-5365
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
2025-09-08
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $207K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | — | PHILADELPHIA, PA | AUDITOR | $16K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | ALISO VIEJO, CA | OTHER | $19K | — |
| EMPOWER FINANCIAL SERVICES, INC. | 84-0965407 | GREENWOOD VILLAGE, CO | NONE | $125 | — |
Investments
30 direct securities · 1 pooled fund· $793.4M(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
$791.5M
30 holdings
Pooled Separate Account
$1.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $108.5M | 13.7% | |
| Fidelity Advisor Equity Growth Z Mutual Fund | — | — | — | $72.5M | 9.1% | |
| Vanguard Target Retirement 2030 Inv Mutual Fund | — | — | — | $56.6M | 7.1% | |
| Vanguard Target Retirement 2035 Inv Mutual Fund | — | — | — | $50.9M | 6.4% | |
| Prudential Preservation Separate Account (PPSA) Insurance Contract | — | — | — | $48.9M | 6.2% | |
| Vanguard Target Retirement 2040 Inv Mutual Fund | — | — | — | $40.5M | 5.1% | |
| Vanguard Target Retirement 2025 Inv Mutual Fund | — | — | — | $40.3M | 5.1% | |
| Similar Property Par or Maturity Value Cost ** Value American Funds Euro-Pacific Growth Fund R6 Mutual Fund | — | — | — | $40.0M | 5.0% | |
| Fidelity Total Bond Fund K6 Mutual Fund | — | — | — | $38.7M | 4.9% | |
| Janus Henderson Enterprise Fund Mutual Fund | — | — | — | $37.2M | 4.7% | |
| Fidelity US Sustainability Index Mutual Fund | — | — | — | $34.8M | 4.4% | |
| Vanguard Target Retirement 2050 Inv Mutual Fund | — | — | — | $33.1M | 4.2% | |
| Vanguard Target Retirement 2045 Inv Mutual Fund | — | — | — | $32.7M | 4.1% | |
| Fidelity Small Cap Growth K6 Mutual Fund | — | — | — | $26.8M | 3.4% | |
| Vanguard Target Retirement 2055 Inv Mutual Fund | — | — | — | $21.8M | 2.7% | |
| JP Morgan US Value R6 Fund Mutual Fund | — | — | — | $18.5M | 2.3% | |
| Vanguard Target Retirement 2020 Inv Mutual Fund | — | — | — | $18.2M | 2.3% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $10.7M | 1.4% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $10.1M | 1.3% | |
| Vanguard Target Retirement Income Inv Mutual Fund | — | — | — | $10.0M | 1.3% | |
| John Hancock Disciplined Value Mid-Cap R2 Mutual Fund | — | — | — | $9.9M | 1.2% | |
| PGIM High Yield R6 Fund Mutual Fund | — | — | — | $6.9M | 0.9% | |
| Cohen & Steers Realty Fund Mutual Fund | — | — | — | $5.8M | 0.7% | |
| DFA US Target Value Fund I Mutual Fund | — | — | — | $5.5M | 0.7% | |
| Participant Loans with various maturity dates - | — | — | — | $3.9M | 0.5% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $3.9M | 0.5% | |
| Vanguard Target Retirement 2060 Inv Mutual Fund | — | — | — | $3.3M | 0.4% | |
| INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 768 | Pooled Separate Account | — | — | $1.9M | 0.2% | |
| Self-Directed Brokerage Account Self-Directed Brokerage Account | — | — | — | $1.2M | 0.2% | |
| Fidelity International Index Mutual Fund | — | — | — | $108K | <0.1% | |
| Vanguard Target Retirement 2065 Inv Mutual Fund 58 Vanguard Target Retirement 2070 Inv Mutual Fund | — | — | — | $38K | <0.1% |