The University Of Chicago Medical Center Supplemental Retirement Annuity Plan — Form 5500 plan (The University Of Chicago Medical Center)

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 Medical Center Supplemental Retirement Annuity Plan is a benefit plan reported by The University Of Chicago Medical Center under EIN 36-3488183 and plan number 007. The latest loaded filing year is 2023. The filing reports 12,739 participants and $432,465,843 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The University Of Chicago Medical Center
EIN
36-3488183
Plan number
007
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
12,739
End-of-year plan assets
$432,465,843

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202312,739H, C20241216105205NAL0002758130001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$432,465,843
Net assets (EOY)
$432,465,843
Net assets (BOY)
$344,650,051

Income & contributions

Employer contributions
$132,751
Participant contributions
$29,749,377
Total contributions
$38,636,601
Total income / additions
$111,082,751

Expenses & distributions

Benefits paid
$23,040,560
Administrative expenses
$243,813
Total expenses
$23,266,959
Net increase / (decrease)
$87,815,792

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaa - Teachers Insurance & AnnuityNONE$243,813$02023

Related Form 5500 pages