2023 Form 5500 filing — The University Of Chicago Pension Plan For Staff Employees
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011091814NAL0022471761001) for The University Of Chicago Pension Plan For Staff Employees, reported by The University Of Chicago under EIN 36-2177139 and plan number 003. It reports 11,662 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011091814NAL0022471761001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The University Of Chicago
- EIN
- 36-2177139
- Plan number
- 003
- Location
- Chicago, IL
- Participants
- 11,662
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $324,828,367
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $324,828,367
- Total income / additions
- $46,899,663
- Benefits paid
- $32,517,126
- Administrative expenses
- $2,989,373
- Total expenses
- $35,506,499
- Net increase / (decrease)
- $11,393,164
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Logan Circle Partners, Lp | NONE | $154,576 | not reported in the loaded dataset |
| Earnest Partners, LLC | NONE | $95,114 | not reported in the loaded dataset |
| Silchester International Investor | NONE | $13,462 | not reported in the loaded dataset |
| The Northern Trust Company | TRUSTEE | $25 | $1,292 |