Plan Snapshot
- Plan Sponsor: Rush University Medical Center
- Sponsor EIN: 362174823
- Sponsor Address: 1201 W. HARRISON STREET, CHICAGO, IL, 60607
- Plan Type: 403(b)
- Total Participants: 14,544
- Total Assets: $1.8B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 14,544 | $1.8B | $60.1M | $107.5M |
| 2023 | 13,592 | $1.5B | $30.0M | $99.1M |
| 2022 | 12,975 | $1.2B | $26.5M | $91.3M |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | $51,807 | — | $51,807 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,807
- Estimated Expense Ratio: 0.003% 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 | $764,363 | $4,332 | $900 | $51,807 | — |
| 2023 | $731,100 | — | $2,400 | $16,713 | — |
| 2022 | $767,601 | — | — | — | — |