The University Of Chicago — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The University Of Chicago (EIN 36-2177139) is a plan sponsor located in Chicago, IL with 11 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 36-2177139
- Location
- Chicago, IL
- Loaded plans
- 11
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $6,842,685,578
- Total reported liabilities (EOY)
- $9,009,414
- Total reported net assets (EOY)
- $6,833,676,164
Contributions & income
- Employer contributions
- $234,471,887
- Participant contributions
- $183,736,292
- Total income / additions
- $1,388,168,910
Expenses & distributions
- Benefits paid / distributions
- $513,546,800
- Total expenses
- $518,323,334
- Net increase / (decrease)
- $869,845,576
Coverage
- Total reported participants
- 131,006
- Plans with financial statements
- 5
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| The University Of Chicago Contributory Retirement Plan | 001 | 10,379 | $3,494,522,229 | 2023 |
| The University Of Chicago Supplemental Retirement Plan | 007 | 12,610 | $1,734,364,044 | 2023 |
| The University Of Chicago Retirement Income Plan For Employees | 002 | 16,948 | $1,171,479,341 | 2023 |
| The University Of Chicago Pension Plan For Staff Employees | 003 | 11,662 | $324,828,367 | 2023 |
| The University Of Chicago Health Care Plan | 510 | 26,167 | $117,491,597 | 2023 |
| The University Of Chicago Group Life Insurance Plan | 508 | 12,561 | not reported in the loaded dataset | 2023 |
| The University Of Chicago Travel Accident Insurance | 515 | 12,504 | not reported in the loaded dataset | 2023 |
| The University Of Chicago Staff And Faculty Assistance Program | 518 | 11,611 | not reported in the loaded dataset | 2023 |
| The University Of Chicago Long Term Disability Plan | 509 | 9,978 | not reported in the loaded dataset | 2023 |
| The University Of Chicago Personal Accident Insurance | 512 | 4,306 | not reported in the loaded dataset | 2023 |
| The University Of Chicago Flexible Spending Plan | 516 | 2,280 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | The University Of Chicago Flexible Spending Plan | 2,280 | — | 20240530091011NAL0013180849001 |
| 2023 | The University Of Chicago Group Life Insurance Plan | 12,561 | — | 20240530091231NAL0006807747001 |
| 2023 | The University Of Chicago Long Term Disability Plan | 9,978 | — | 20240530091723NAL0013290241001 |
| 2023 | The University Of Chicago Personal Accident Insurance | 4,306 | — | 20240530092004NAL0026512322001 |
| 2023 | The University Of Chicago Staff And Faculty Assistance Program | 11,611 | — | 20240612151800NAL0015917699001 |
| 2023 | The University Of Chicago Travel Accident Insurance | 12,504 | — | 20240910133121NAL0010049728001 |
| 2023 | The University Of Chicago Contributory Retirement Plan | 10,379 | H, C | 20241009125003NAL0018307009001 |
| 2023 | The University Of Chicago Supplemental Retirement Plan | 12,610 | H, C | 20241009125339NAL0018311041001 |