The University Of Chicago Retirement Income Plan For Employees — Form 5500 plan (The University Of Chicago)

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 Retirement Income Plan For Employees is a benefit plan reported by The University Of Chicago under EIN 36-2177139 and plan number 002. The latest loaded filing year is 2023. The filing reports 16,948 participants and $1,171,479,341 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The University Of Chicago
EIN
36-2177139
Plan number
002
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
16,948
End-of-year plan assets
$1,171,479,341

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202316,948H, C20241011091107NAL0010758243001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,171,479,341
Total liabilities (EOY)
$407,477
Net assets (EOY)
$1,171,071,864
Net assets (BOY)
$1,017,739,762

Income & contributions

Employer contributions
$41,235,726
Participant contributions
$22,543,852
Total contributions
$65,668,828
Total income / additions
$224,857,871

Expenses & distributions

Benefits paid
$70,677,153
Administrative expenses
$496,970
Total expenses
$71,525,769
Net increase / (decrease)
$153,332,102

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
TiaaNONE$335,270$02023
Earnest PartnersNONE$161,700not reported in the loaded dataset2023

Related Form 5500 pages