2023 Form 5500 filing — The University Of Chicago Retirement Income Plan For 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 20241011091107NAL0010758243001) for The University Of Chicago Retirement Income Plan For Employees, reported by The University Of Chicago under EIN 36-2177139 and plan number 002. It reports 16,948 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011091107NAL0010758243001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The University Of Chicago
- EIN
- 36-2177139
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 16,948
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,171,479,341
- Total liabilities (EOY)
- $407,477
- Net assets (EOY)
- $1,171,071,864
- Employer contributions
- $41,235,726
- Participant contributions
- $22,543,852
- Total income / additions
- $224,857,871
- Benefits paid
- $70,677,153
- Administrative expenses
- $496,970
- Total expenses
- $71,525,769
- Net increase / (decrease)
- $153,332,102
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $335,270 | $0 |
| Earnest Partners | NONE | $161,700 | not reported in the loaded dataset |