The University Of Chicago Pension Plan For Staff 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 Pension Plan For Staff Employees is a benefit plan reported by The University Of Chicago under EIN 36-2177139 and plan number 003. The latest loaded filing year is 2023. The filing reports 11,662 participants and $324,828,367 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
- 003
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 11,662
- End-of-year plan assets
- $324,828,367
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,662 | H, C | 20241011091814NAL0022471761001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $324,828,367
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $324,828,367
- Net assets (BOY)
- $313,435,203
Income & contributions
- Total contributions
- $0
- Total income / additions
- $46,899,663
Expenses & distributions
- Benefits paid
- $32,517,126
- Administrative expenses
- $2,989,373
- Total expenses
- $35,506,499
- Net increase / (decrease)
- $11,393,164
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Logan Circle Partners, Lp | NONE | $154,576 | not reported in the loaded dataset | 2023 |
| Earnest Partners, LLC | NONE | $95,114 | not reported in the loaded dataset | 2023 |
| Silchester International Investor | NONE | $13,462 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | TRUSTEE | $25 | $1,292 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The University Of Chicago
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- Logan Circle Partners, Lp — Schedule C compensation
- Earnest Partners, LLC — Schedule C compensation
- Silchester International Investor — Schedule C compensation
- The Northern Trust Company — Schedule C compensation