UNIV HEALTHSYSTEM CONSORT EMPLOYEES' CONSOL RET PR

Plan Contact

  • Address: 155 N WACKER DRIVE, 40TH FLOOR,CHICAGO,IL
  • Phone: (312) 775-4100

Plan General Information

UNIV HEALTHSYSTEM CONSORT EMPLOYEES' CONSOL RET PR Total Retirement Plan Assets

At the end of 2014, the total retirement plan assets of UNIV HEALTHSYSTEM CONSORT EMPLOYEES' CONSOL RET PR is $71,935,168.00.This plan was established in 1991.

UNIV HEALTHSYSTEM CONSORT EMPLOYEES' CONSOL RET PR Total Number of Retirement Plan Participants

At the end of 2014, the total number of retirement plan participants in UNIV HEALTHSYSTEM CONSORT EMPLOYEES' CONSOL RET PR is 434

UNIV HEALTHSYSTEM CONSORT EMPLOYEES' CONSOL RET PR Average Participant Retirement Account Value

In 2014, the average participant retirement account value for UNIV HEALTHSYSTEM CONSORT EMPLOYEES' CONSOL RET PR is $165,749.00

UNIV HEALTHSYSTEM CONSORT EMPLOYEES' CONSOL RET PR Estimated Average Employee Contribution Amount

In 2014, the estimated average employee contribution amount per participant for UNIV HEALTHSYSTEM CONSORT EMPLOYEES' CONSOL RET PR is $13,409.00.

UNIV HEALTHSYSTEM CONSORT EMPLOYEES' CONSOL RET PR Estimated Average Employer Match

In 2014, the estimated average employer match for an employee in UNIV HEALTHSYSTEM CONSORT EMPLOYEES' CONSOL RET PR is approximately $6,700.00
Investing in this additonal $6,700.00 for 20 years would give you extra $428,810.00, assuming a 10% annual return.

UNIV HEALTHSYSTEM CONSORT EMPLOYEES' CONSOL RET PR Total Employer Contribution and Match Rate

In 2014, UNIV HEALTHSYSTEM CONSORT EMPLOYEES' CONSOL RET PR allocates $2,907,871.00 to match its employees' contributions, providing an employer match rate of 99.93% of their contributions

UNIV HEALTHSYSTEM CONSORT EMPLOYEES' CONSOL RET PR Total Retirement Plan Asset Growth Rate

In 2014, the total retirement plan asset growth rate of UNIV HEALTHSYSTEM CONSORT EMPLOYEES' CONSOL RET PR is 13.45%.

UNIV HEALTHSYSTEM CONSORT EMPLOYEES' CONSOL RET PR Estimated Aggregate Retirement Account Investment Gain/Loss

In 2014, the estimated aggregate retirement account investment gain/loss for UNIV HEALTHSYSTEM CONSORT EMPLOYEES' CONSOL RET PR is 6.42%. This measures the effectiveness of the plan participants' investments in the year.

UNIV HEALTHSYSTEM CONSORT EMPLOYEES' CONSOL RET PR Expense Ratio

In 2014, the investment and administrative expense ratio of UNIV HEALTHSYSTEM CONSORT EMPLOYEES' CONSOL RET PR is -0.00%.

Enrollment Features


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …