Plan Snapshot
- Plan Sponsor: Rush University Medical Center
- Sponsor EIN: 362174823
- Sponsor Address: 1201 WEST HARRISON STREET, CHICAGO, IL, 60607
- Plan Type: DB
- Total Participants: 7,549
- Total Assets: $879.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 7,549 | $879.0M | $0 | $0 |
| 2023 | 8,788 | $915.8M | $4.0M | $0 |
| 2022 | 10,468 | $871.9M | $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 |
|---|---|---|---|---|
| PIMCO | Other Service Provider | $2,088,240 | — | $2,088,240 |
| VEDDER PRICE | ERISA Attorney | $1,866,951 | — | $1,866,951 |
| THE NORTHERN TRUST CO | Other Service Provider | $386,526 | — | $386,526 |
| GARDNER RUSSO | Other Service Provider | $299,375 | — | $299,375 |
| NEPC CONSULTANTS | Recordkeeper | $192,498 | — | $192,498 |
| KEELEY-TETON ADVISORS | Other Service Provider | $128,503 | — | $128,503 |
| WILLIAM BLAIR | Other Service Provider | $100,747 | — | $100,747 |
| FACTSET RESEARCH SYSTEMS, INC. | Other Service Provider | $87,711 | — | $87,711 |
| SILCHESTER INTERNATIONAL INVESTORS | Other Service Provider | $84,658 | — | $84,658 |
| BLOOMBERG | Other Service Provider | $16,177 | — | $16,177 |
| SSGA EQUAL WEIGHT | Other Service Provider | $15,764 | — | $15,764 |
| ABERDEEN | Other Service Provider | $12,688 | — | $12,688 |
| POLUNIN | Other Service Provider | $8,301 | — | $8,301 |
| BURGISS | Other Service Provider | $6,266 | — | $6,266 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VEDDER PRICE — ERISA Attorney
- NEPC CONSULTANTS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,294,405
- Estimated Expense Ratio: 0.602% 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 | $4,147,868 | — | — | — | — |
| 2023 | $4,831,545 | — | — | — | — |
| 2022 | $1,224,965 | — | — | — | $1,224,965 |