Plain-English plan 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 Contributory Retirement Plan is a benefit plan reported by The University Of Chicago under EIN 36-2177139 and plan number 001. The latest loaded filing year is 2023. The filing reports 10,379 participants and $3,494,522,229 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,494,522,229
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,494,522,229
- Net assets (BOY)
- $3,053,434,537
Income & contributions
- Employer contributions
- $62,164,362
- Participant contributions
- $39,640,346
- Total contributions
- $104,061,203
- Total income / additions
- $588,751,627
Expenses & distributions
- Benefits paid
- $147,178,822
- Administrative expenses
- $396,157
- Total expenses
- $147,663,935
- Net increase / (decrease)
- $441,087,692