Back to filter
Original filing (PDF)20250731191103NAL0003348531001
CHILDREN'S UNIVERSITY MEDICAL GROUP
Form 5500
FILING_RECEIVED
CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
898
Accounts w/ balance
1,156
Plan assets (EOY)
$255.7M
Net assets (EOY)
$255.7M
How this plan invests
This plan
1 pooled trust
Schedule D
44 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 (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHILDREN'S UNIVERSITY MEDICAL GROUP.
Plan sponsor
Name
CHILDREN'S UNIVERSITY MEDICAL GROUP
EIN
91-1336707
Address
4500 SANDPOINT WAY NE · SUITE 100 · SEATTLE, WA · 98105
Phone
(206) 987-8471
Industry
Health Care & Social Assistancesee 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
2025-07-31
Pension benefit codes
2A · Age/service weighted or new comparability
2C · Money purchase (other than target benefit)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CLARK NUBER, PS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INV INST OPS CO | 04-2647786 | — | NONE | $40K | — |
| TIAA | 13-1624203 | — | NONE | $10K | — |
Investments
43 direct securities · 1 pooled fund· $255.7M(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
$255.1M
43 holdings
Pooled Separate Account
$640K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Total Market Index Fund | — | — | — | $32.3M | 12.6% | |
| Vanguard Target Retirement 2045 | — | — | — | $25.8M | 10.1% | |
| Various Brokeragelink Retirement Accounts | — | — | — | $19.8M | 7.7% | |
| Vanguard Target Retirement 2040 | — | — | — | $19.6M | 7.7% | |
| Vanguard R1000 Group Index | — | — | — | $18.9M | 7.4% | |
| Vanguard Target Retirement 2035 | — | — | — | $11.5M | 4.5% | |
| MFS International Intrinsic Value Fund | — | — | — | $10.9M | 4.3% | |
| TIAA Traditional Annuity - Nonbenefit-responsive | — | — | — | $10.9M | 4.3% | |
| Vanguard Target Retirement 2050 | — | — | — | $10.6M | 4.1% | |
| CREF Growth Account | — | — | — | $8.5M | 3.3% | |
| CREF Stock Account | — | — | — | $8.3M | 3.2% | |
| Vanguard Target Retirement 2030 | — | — | — | $8.0M | 3.1% | |
| The Standard Insurance Company Standard Stable Asset Fund | — | — | — | $5.8M | 2.3% | |
| Vanguard Target Retirement 2025 | — | — | — | $5.8M | 2.3% | |
| Pioneer Bond Fund | — | — | — | $5.0M | 1.9% | |
| Vanguard Target Retirement 2055 | — | — | — | $4.3M | 1.7% | |
| CREF Equity Index Account | — | — | — | $4.0M | 1.6% | |
| Fidelity Extended Market Index Fund | — | — | — | $3.9M | 1.5% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $3.9M | 1.5% | |
| JP Morgan Value Advantage Fund | — | — | — | $3.9M | 1.5% | |
| Vanguard Small-Cap Index Fund | — | — | — | $3.7M | 1.5% | |
| Vanguard Total International Stock Index Fund | — | — | — | $3.5M | 1.4% | |
| Vanguard Real Estate Index Fund | — | — | — | $2.6M | 1.0% | |
| Victory Sycamore Established Value Fund | — | — | — | $2.6M | 1.0% | |
| CREF Social Choice Account | — | — | — | $2.4M | 0.9% | |
| Vanguard Target Retirement 2020 | — | — | — | $1.8M | 0.7% | |
| Invesco Developing Markets Fund | — | — | — | $1.7M | 0.7% | |
| CREF Bond Market Account | — | — | — | $1.6M | 0.6% | |
| CREF Global Equities Account | — | — | — | $1.6M | 0.6% | |
| Vanguard FTSE Social Index Fund | — | — | — | $1.3M | 0.5% | |
| Delaware MGL MID CP GR | — | — | — | $1.3M | 0.5% | |
| Vanguard Target Retirement Income | — | — | — | $1.2M | 0.5% | |
| CREF Money Market Account | — | — | — | $1.2M | 0.5% | |
| DFA Inflation-Protected Securities Portfolio | — | — | — | $1.1M | 0.4% | |
| Vanguard Target Retirement 2060 | — | — | — | $1.1M | 0.4% | |
| Fidelity Small Cap Value Fund | — | — | — | $811K | 0.3% | |
| CREF Inflation-Linked Bond Account | — | — | — | $797K | 0.3% | |
| DFA International Small Company Portfolio | — | — | — | $755K | 0.3% | |
| Baron Small-Cap Index Fund | — | — | — | $722K | 0.3% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $640K | 0.3% | |
| Lord Abbett Short Duration Income Fund | — | — | — | $568K | 0.2% | |
| Vanguard Target Retirement 2065 | — | — | — | $520K | 0.2% | |
| Vanguard Total International Bond Index Fund | — | — | — | $205K | <0.1% | |
| Vanguard Target Retirement 2070 | — | — | — | $7K | <0.1% |