Plan Snapshot
- Plan Sponsor: Uchicago Medicine Network, INC.
- Sponsor EIN: 362170866
- Sponsor Address: 1 INGALLS DRIVE, HARVEY, IL, 60426
- Plan Type: 401(k)
- Total Participants: 3,320
- Total Assets: $165.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,320 | $165.9M | $3.1M | $9.1M |
| 2023 | 3,236 | $148.2M | $4.5M | $8.8M |
| 2022 | 1,779 | $132.8M | $4.2M | $8.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $195,697 | — | — | — | — |
| 2023 | $169,924 | — | — | — | — |
| 2022 | $292,423 | $269,507 | $3,335 | — | $8,250 |