fp.trsretire.com
Open in
urlscan Pro
162.123.22.154
Public Scan
URL:
https://fp.trsretire.com/PublicFP/fpClient.jsp?c=517368&a=00000&tab=plandocument
Submission: On November 15 via manual from US — Scanned from DE
Submission: On November 15 via manual from US — Scanned from DE
Form analysis 2 forms found in the DOM
Name: AsOfDate —
<form name="AsOfDate" id="AsOfDate">
<fieldset>
<select name="month" id="month">
<option value="01">January</option>
<option value="02">February</option>
<option value="03">March</option>
<option value="04">April</option>
<option value="05">May</option>
<option value="06">June</option>
<option value="07">July</option>
<option value="08">August</option>
<option value="09">September</option>
<option value="10">October</option>
<option value="11">November</option>
<option value="12">December</option>
</select><select name="year" id="year" class="input" style="margin-left:5px;">
<script>
var currentDate = new Date();
var currentYear = currentDate.getYear();
if (currentYear < 2000) {
currentYear += 1900;
}
for (i = 0; i < 10; i++) {
window.document.writeln('<OPTION VALUE="' + currentYear + '">' + currentYear);
currentYear--;
}
var theMonth = "";
var theYear = "";
var theMonth = "10";
var theYear = "2023";
setSelectedIndex('month', theMonth);
setSelectedIndex('year', theYear);
</script>
<option value="2023">2023 </option>
<option value="2022">2022 </option>
<option value="2021">2021 </option>
<option value="2020">2020 </option>
<option value="2019">2019 </option>
<option value="2018">2018 </option>
<option value="2017">2017 </option>
<option value="2016">2016 </option>
<option value="2015">2015 </option>
<option value="2014">2014 </option>
</select>
</fieldset>
</form>Name: FundPerformance — POST
<form name="FundPerformance" id="FundPerformance" method="post">
<input name="case" type="hidden" id="case" value="517368"><input name="affiliate" type="hidden" id="affiliate" value="00000"><input name="lob" type="hidden" id="lob" value=""><input name="reportDate" type="hidden" id="reportDate"
value="10/31/2023"><input name="reportTypeSelected" type="hidden" id="reportTypeSelected" value="QUARTER_END"><input name="showIndex" type="hidden" id="showIndex" value=""><input type="hidden" name="userAction" value="process"><input
type="hidden" name="DOWNLOAD_TYPE" id="DOWNLOAD_TYPE" value="HTML">
</form>Text Content
* Home UPSTATE COMMUNITY MEDICAL, PC Account #:51736800000 PLAN INFORMATION * Fund Performance and Fees * Prospectus/Offering Statement * Plan Documents To view a Prospectus and get a description of the securities offered to participants, click the link for the fund of your choice. You can also view Annual and Semi-Annual Reports. 517368 00000 UPSTATE COMMUNITY MEDICAL, PC Fund Prospectus Fund Name Prospectus/Offering Statement and Reports Short Bonds/Stable/MMkt Transamerica Stable Value Focus AccountN/A* N/A* N/A* Interm./Long-Term Bonds MassMutual Infla Prot and Inc IProspectusAnnual ReportSemi-Annual Report Baird Aggregate Bond InstlProspectusAnnual ReportSemi-Annual Report Aggressive Bonds PGIM High Yield R6 ProspectusAnnual ReportSemi-Annual Report Templeton Global Bond R6 ProspectusAnnual ReportSemi-Annual Report Large-Cap Stocks JPMorgan Equity Income R6 ProspectusAnnual ReportSemi-Annual Report Vanguard 500 Index AdmiralProspectusAnnual ReportSemi-Annual Report Fidelity Advisor New Insights IProspectusAnnual ReportSemi-Annual Report MFS Massachusetts Investors Gr Stk R6ProspectusAnnual ReportSemi-Annual Report Small/Mid-Cap Stocks Allspring Special Mid Cap Value R6ProspectusAnnual ReportSemi-Annual Report Fidelity Mid-Cap Stock ProspectusAnnual ReportSemi-Annual Report Vanguard Mid Cap Index AdmProspectusAnnual ReportSemi-Annual Report DFA US Targeted Value I ProspectusAnnual ReportSemi-Annual Report Vanguard Small Cap Index AdmProspectusAnnual ReportSemi-Annual Report Janus Henderson Triton NProspectusAnnual ReportSemi-Annual Report DFA Global Real Estate Securities IProspectusAnnual ReportSemi-Annual Report International Stocks DFA Global Equity I ProspectusAnnual ReportSemi-Annual Report MFS International Intrinsic Value R6ProspectusAnnual ReportSemi-Annual Report Vanguard Dvlp Mrkts Indx AdmrlProspectusAnnual ReportSemi-Annual Report DFA Emerging Markets Small Cap IProspectusAnnual ReportSemi-Annual Report Multi-Asset/Other TIAA-CREF Lifecycle Index Ret Inc InstProspectusAnnual ReportSemi-Annual Report TIAA-CREF Lifecycle Index 2010 InstProspectusAnnual ReportSemi-Annual Report TIAA-CREF Lifecycle Index 2015 InstProspectusAnnual ReportSemi-Annual Report TIAA-CREF Lifecycle Index 2020 InstProspectusAnnual ReportSemi-Annual Report TIAA-CREF Lifecycle Index 2025 InstProspectusAnnual ReportSemi-Annual Report TIAA-CREF Lifecycle Index 2030 InstProspectusAnnual ReportSemi-Annual Report TIAA-CREF Lifecycle Index 2035 InstProspectusAnnual ReportSemi-Annual Report TIAA-CREF Lifecycle Index 2040 InstProspectusAnnual ReportSemi-Annual Report TIAA-CREF Lifecycle Index 2045 InstProspectusAnnual ReportSemi-Annual Report TIAA-CREF Lifecycle Index 2050 InstProspectusAnnual ReportSemi-Annual Report TIAA-CREF Lifecycle Index 2055 InstProspectusAnnual ReportSemi-Annual Report TIAA-CREF Lifecycle Index 2060 InstlProspectusAnnual ReportSemi-Annual Report TIAA-CREF Lifecycle Index 2065 InstlProspectusAnnual ReportSemi-Annual Report * A prospectus is not applicable with respect to non-registered funds, as these options are exempt from SEC registration. Additional information about such funds are available in your plan materials. The following prospectus is not an offer to sell, or a solicitation of an offer to buy, the investment funds, products or services mentioned in this website in jurisdictions in which the offer or sale of these investment funds, products and services is not qualified, or otherwise exempt from regulation. No offers or sales will be made in such jurisdictions. This page is not part of the prospectus. AgreeCancel The prospectus provides more complete information, including investment objectives, charges and expenses, about each investment fund. You agree to receive the prospectus electronically and to read and agree to its terms before investing or sending money. A free paper copy of the prospectus is available to you by calling 877-234-9293. This agreement applies only to this prospectus and only for this transmission. Securities offered through Transamerica Retirement Solutions., member FINRA, 440 Mamaroneck Avenue, Harrison, NY 10528. This website contains hyperlinks to third-party websites. The linked sites are not under the control of Transamerica, and Transamerica is not responsible for and does not endorse the contents of any linked site. Transamerica takes no responsibility for any direct or indirect technical or system issues or consequences arising from any access to or use of third-party technologies, software or programs made available through this website. PLAN DOCUMENTS Covered Documents -------------------------------------------------------------------------------- EE Final Notice Fee Disclosure 404(a) Annual Fee Disclosure & Comparative Chart 404(a) Specify a date to view Fund Performance for a particular time period. Longer-term annualized returns will be displayed as of the most recent month-end and quarter-end. For a printer-friendly version, select a file format and click "Download PDF". View or Download Report: As of Date: JanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 View Report or Download PDF Important Information: 517368 00000 UPSTATE COMMUNITY MEDICAL, PC Fund Performance and Fees The performance figures represent past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. Performance data current to the most recent month-end is available via this Web site. Please note that month-end performance data is accompanied or preceded by performance data current to the most recent quarter-end, also available via this Web site. * Quarter-End Report * Month-End Report 10/31/2023Annualized Total Returns 09/30/2023Expense Ratio Fund Name Incept. Date Unit Value 1 Mo. % 3 Mos. % YTD % 1 Yr. % 3 Yrs. % 5 Yrs. % 10 Yrs. % Incept % Gross % Net* % Short Bonds/Stable/MMkt Transamerica Stable Value Focus Account06/1011.88001.751.751.641.531.271.241.14N/A0.000.00 Interm./Long-Term Bonds MassMutual Infla Prot and Inc I12/039.0900-0.66-2.99-0.111.67-1.822.131.872.400.470.47 Baird Aggregate Bond Instl09/009.1200-1.61-4.63-2.321.41-5.020.441.554.080.300.30 Aggressive Bonds PGIM High Yield R6 03/794.4400-1.48-2.953.498.901.613.114.495.310.380.38 Templeton Global Bond R6 09/866.9100-2.81-9.73-8.802.07-5.27-3.62-0.86-1.150.610.55 Large-Cap Stocks JPMorgan Equity Income R6 07/8720.9600-2.19-8.44-5.339.3710.497.289.5510.830.450.45 Vanguard 500 Index Admiral08/76387.2600-2.11-8.2610.6621.5710.119.8811.877.190.040.04 Fidelity Advisor New Insights I07/0331.6700-1.22-5.6920.7128.216.418.3411.0311.190.450.45 MFS Massachusetts Investors Gr Stk R601/3537.5400-1.80-8.159.0021.628.4011.6412.9014.330.370.37 Small/Mid-Cap Stocks Allspring Special Mid Cap Value R604/0542.8900-3.68-11.07-3.4214.3813.948.339.389.930.690.69 Fidelity Mid-Cap Stock 03/9435.9800-5.32-11.07-3.6711.5613.818.059.4011.010.850.85 Vanguard Mid Cap Index Adm05/98245.7000-4.73-12.65-1.5912.617.266.499.059.370.050.05 DFA US Targeted Value I 02/0026.7600-5.21-12.58-1.1317.4722.396.848.2610.620.290.29 Vanguard Small Cap Index Adm10/6085.3000-5.82-14.40-1.8412.538.714.607.998.520.050.05 Janus Henderson Triton N02/0523.7500-8.34-15.90-4.7311.563.292.518.6310.670.660.66 DFA Global Real Estate Securities I06/088.7600-3.42-12.84-9.78-0.111.050.874.153.860.320.22 International Stocks DFA Global Equity I 12/0327.1800-3.34-9.654.6220.5310.156.798.228.120.420.25 MFS International Intrinsic Value R610/9537.1800-2.97-9.824.0320.450.184.376.716.320.680.67 Vanguard Dvlp Mrkts Indx Admrl08/9913.5400-3.56-10.902.1324.015.323.174.014.060.070.07 DFA Emerging Markets Small Cap I03/9820.6900-4.08-8.894.0119.487.925.354.979.830.790.59 Multi-Asset/Other TIAA-CREF Lifecycle Index Ret Inc Inst09/0914.4000-1.77-5.911.948.840.823.484.445.400.220.10 TIAA-CREF Lifecycle Index 2010 Inst09/0915.2700-1.67-5.571.948.470.823.444.585.700.210.10 TIAA-CREF Lifecycle Index 2015 Inst09/0916.0600-1.83-6.082.109.371.213.714.956.120.200.10 TIAA-CREF Lifecycle Index 2020 Inst09/0917.3700-1.92-6.462.4210.251.633.955.386.620.190.10 TIAA-CREF Lifecycle Index 2025 Inst09/0919.0500-2.11-6.942.8611.502.364.385.957.210.180.10 TIAA-CREF Lifecycle Index 2030 Inst09/0920.7400-2.26-7.493.4413.083.174.856.537.820.180.10 TIAA-CREF Lifecycle Index 2035 Inst09/0922.4000-2.44-8.124.1915.004.065.337.108.420.170.10 TIAA-CREF Lifecycle Index 2040 Inst09/0923.8100-2.62-8.744.9817.025.115.877.688.910.170.10 TIAA-CREF Lifecycle Index 2045 Inst09/0924.7200-2.72-9.085.5518.315.996.338.059.180.170.10 TIAA-CREF Lifecycle Index 2050 Inst09/0925.0700-2.72-9.205.8318.866.216.448.179.260.170.10 TIAA-CREF Lifecycle Index 2055 Inst04/1120.2200-2.74-9.255.9219.146.356.508.258.300.170.10 TIAA-CREF Lifecycle Index 2060 Instl09/1415.6600-2.73-9.276.0319.346.516.57N/A7.800.180.10 TIAA-CREF Lifecycle Index 2065 Instl09/2011.1900-2.78-9.326.1719.666.74N/AN/A6.740.380.10 * Certain performance data for such funds are provided by independent firms that track the investment industry (such as Lipper, Inc.), or from the fund family itself. Although data are gathered from sources believed to be reliable, neither the independent tracking firms nor Transamerica can guarantee the completeness, accuracy, timeliness or reliability of the data. All data are historical and subject to change at any time. Independent tracking firms may use different methodologies for providing mutual fund performance information. The independent tracking firms reserve all rights in their respective proprietary data. Presentation of performance information is for informational purposes only and should not be construed as an endorsement or recommendation by Transamerica nor be the basis of any investment decision. Depending on the particular fund, Transamerica or its affiliates may receive remuneration from the fund family (or its service provider) for providing certain recordkeeping or other administrative services. Index performance information, if presented, is provided for comparison only. Indexes are unmanaged, assume reinvestment of all distributions and do not account for fees or other charges. Securities in an actively managed fund do not necessarily match those in the indexes and fund performance may differ. It is not possible to invest directly in an index. Employer stock, if offered under the plan, is not diversified and a plan participant should consider the risk of concentrating his or her retirement funds in employer stock. Transamerica Investors Securities Corporation, (TISC), 440 Mamaroneck Avenue, Harrison, NY, 10528, distributes securities products. Any mutual fund offered under the plan is distributed by that particular fund's associated fund family and its affiliated broker-dealer or other broker-dealers with effective selling agreements such as TISC. Bank collective trusts funds, if offered under the plan, are not insured by the FDIC, the Federal Reserve Bank or any other government agency and are not registered with the Securities and Exchange Commission. Group annuity contracts, if offered under the plan, are made available through the applicable insurance company. Any guarantee of principal and/or interest under a group annuity contract is subject to the claims-paying ability of the applicable insurer. Certain investment options made available under the plan may be offered through affiliates of Transamerica Retirement Solutions , LLC (Transamerica) and TISC. These may include: (1) the Transamerica Funds (registered mutual funds distributed by Transamerica Capital, Inc. (TCI) and advised by Transamerica Asset Management, Inc. (TAM)); (2) the Diversified Investment Advisors Collective Trust, a collective trust fund of Massachusetts Fidelity Trust Company (MFTC) (includes the Stable Pooled Fund); (3) group annuity contracts issued by Transamerica Financial Life Insurance Company (TFLIC), 440 Mamaroneck Avenue, Harrison, NY 10528 (includes the Stable Fund, the Fixed Fund, the Guaranteed Pooled Fund, and SecurePath for Life (R)); and (4) group annuity contracts issued by Transamerica Life Insurance Company (TLIC), 4333 Edgewood Road NE, Cedar Rapids, IA 52499 (includes SecurePath for Life (R)). Transamerica, TISC, TCI, TAM, MFTC, TFLIC and TLIC are affiliated companies. An investment in a money market fund, if available, is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although money market funds seek to preserve the value of your investment, it is possible to lose money by investing in a money market fund. Performance reflects historical investment results (including changes in share price and reinvestment of dividends and capital gains) less charges and deductions. The total rates of return shown refers to the value an investor would receive on the date indicated if a $1,000 purchase payment was made the indicated period of time. Returns are annualized when performance of one year or greater is shown. The sponsoring retirement plan may also assess an administrative fee, which would reduce the performance data quoted. For more information on any registered fund, please call 800-755-5801 for a free summary prospectus (if available) and/or prospectus. You should consider the objectives, risks, charges, and expenses of an investment carefully before investing. The summary prospectus and prospectus contain this and other information. Read them carefully before you invest. The total rates of return for registered funds are calculated in accordance with SEC performance advertising regulations. * LinkedIn * Facebook * Twitter * YouTube * Our Company * Our Mission * Industry Awards * Alliances * Educational Resources * Sponsors * Array of Solutions * Transition Expertise * Administrative Services * Advanced Technology * Participants * Retirement Readiness * Your Retirement Outlook™ * Participant Interaction * Income Planning Services * Advisors * TPAs * Investments * Fund Selection/Monitoring * Streamline Diversification * Fund Revenue Equalization® * Resources * Resources and News * Press Releases * Mobile apps * Online Policies * Website Privacy Statement * Terms and Conditions of Use * Business Continuity Plan Summary * Security Measures -------------------------------------------------------------------------------- View the mobile website Securities offered by Transamerica Investors Securities Corporation (TISC), 440 Mamaroneck Avenue, Harrison, NY 10528. Transamerica Retirement Solutions is an affiliate of TISC. Transamerica companies are part of the worldwide group of Aegon companies. Copyright 2011 - 2023 Transamerica Corporation. All Rights Reserved.