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: 350
- Total Assets: $36.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 350 | $36.9M | $0 | $0 |
| 2023 | 398 | $35.8M | $0 | $0 |
| 2022 | 490 | $35.6M | $0 | $0 |
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 |
|---|---|---|---|---|
| TIAA - TEACHERS INSURANCE & ANNUITY | Recordkeeper | $42,034 | — | $42,034 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA - TEACHERS INSURANCE & ANNUITY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,034
- Estimated Expense Ratio: 0.114% of plan assets
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 | $42,034 | — | — | — | — |
| 2023 | $43,172 | — | — | — | — |
| 2022 | $89,160 | $79,941 | $1,155 | — | $6,864 |