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THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 401k Plan overview

Plan NameTHE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN
Plan identification number 001

THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE UNIVERSITY OF CHICAGO has sponsored the creation of one or more 401k plans.

Company Name:THE UNIVERSITY OF CHICAGO
Employer identification number (EIN):362177139
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01MARIA GARCIA MARIA GARCIA2018-10-15
0012016-01-01MARIA GARCIA MARIA GARCIA2017-10-15
0012015-01-01MARIA GARCIA MARIA GARCIA2016-10-17
0012014-01-01MICHAEL KNITTER MICHAEL KNITTER2015-10-15
0012014-01-01MICHAEL KNITTER MICHAEL KNITTER2015-10-15
0012013-01-01MICHAEL KNITTER MICHAEL KNITTER2014-10-15
0012012-01-01MICHAEL KNITTER MICHAEL KNITTER2013-10-15
0012011-01-01MICHAEL KNITTER MICHAEL KNITTER2012-10-15
0012010-01-01MICHAEL KNITTER MICHAEL KNITTER2011-10-17
0012009-01-01MICHAEL KNITTER MICHAEL KNITTER2010-10-15
0012009-01-01MICHAEL KNITTER MICHAEL KNITTER2010-11-03

Plan Statistics for THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN

401k plan membership statisitcs for THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN

Measure Date Value
2023: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0110,379
Total number of active participants reported on line 7a of the Form 55002023-01-015,154
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-015,333
Total of all active and inactive participants2023-01-0110,487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-01201
Total participants2023-01-0110,688
Number of participants with account balances2023-01-0110,438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0173
2022: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0110,303
Total number of active participants reported on line 7a of the Form 55002022-01-014,794
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-015,424
Total of all active and inactive participants2022-01-0110,218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01366
Total participants2022-01-0110,584
Number of participants with account balances2022-01-0110,238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0141
2021: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-019,823
Total number of active participants reported on line 7a of the Form 55002021-01-014,553
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-015,538
Total of all active and inactive participants2021-01-0110,091
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01372
Total participants2021-01-0110,463
Number of participants with account balances2021-01-0110,193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0126
2020: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0110,118
Total number of active participants reported on line 7a of the Form 55002020-01-014,247
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-015,602
Total of all active and inactive participants2020-01-019,849
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01123
Total participants2020-01-019,972
Number of participants with account balances2020-01-019,856
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0129
2019: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-019,910
Total number of active participants reported on line 7a of the Form 55002019-01-014,113
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-015,866
Total of all active and inactive participants2019-01-019,979
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01143
Total participants2019-01-0110,122
Number of participants with account balances2019-01-0110,023
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0146
2018: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-019,757
Total number of active participants reported on line 7a of the Form 55002018-01-013,937
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-015,804
Total of all active and inactive participants2018-01-019,741
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01167
Total participants2018-01-019,908
Number of participants with account balances2018-01-019,829
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0167
2017: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-019,605
Total number of active participants reported on line 7a of the Form 55002017-01-014,058
Number of retired or separated participants receiving benefits2017-01-0160
Number of other retired or separated participants entitled to future benefits2017-01-015,606
Total of all active and inactive participants2017-01-019,724
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0133
Total participants2017-01-019,757
Number of participants with account balances2017-01-018,577
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0167
2016: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-019,483
Total number of active participants reported on line 7a of the Form 55002016-01-013,963
Number of retired or separated participants receiving benefits2016-01-0158
Number of other retired or separated participants entitled to future benefits2016-01-015,584
Total of all active and inactive participants2016-01-019,605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0136
Total participants2016-01-019,641
Number of participants with account balances2016-01-018,564
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01103
2015: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0113,169
Total number of active participants reported on line 7a of the Form 55002015-01-014,017
Number of retired or separated participants receiving benefits2015-01-0151
Number of other retired or separated participants entitled to future benefits2015-01-015,415
Total of all active and inactive participants2015-01-019,483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0136
Total participants2015-01-019,519
Number of participants with account balances2015-01-019,402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0117
2014: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0113,032
Total number of active participants reported on line 7a of the Form 55002014-01-014,555
Number of retired or separated participants receiving benefits2014-01-0140
Number of other retired or separated participants entitled to future benefits2014-01-015,834
Total of all active and inactive participants2014-01-0110,429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0129
Total participants2014-01-0110,458
Number of participants with account balances2014-01-0110,361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0160
2013: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0110,519
Total number of active participants reported on line 7a of the Form 55002013-01-014,799
Number of retired or separated participants receiving benefits2013-01-0142
Number of other retired or separated participants entitled to future benefits2013-01-015,671
Total of all active and inactive participants2013-01-0110,512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0125
Total participants2013-01-0110,537
Number of participants with account balances2013-01-0110,216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0181
2012: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-019,759
Total number of active participants reported on line 7a of the Form 55002012-01-015,029
Number of retired or separated participants receiving benefits2012-01-0132
Number of other retired or separated participants entitled to future benefits2012-01-015,449
Total of all active and inactive participants2012-01-0110,510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0131
Total participants2012-01-0110,541
Number of participants with account balances2012-01-0110,187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0159
2011: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-019,935
Total number of active participants reported on line 7a of the Form 55002011-01-014,447
Number of retired or separated participants receiving benefits2011-01-0130
Number of other retired or separated participants entitled to future benefits2011-01-015,261
Total of all active and inactive participants2011-01-019,738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0121
Total participants2011-01-019,759
Number of participants with account balances2011-01-019,759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0150
2010: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0114,238
Total number of active participants reported on line 7a of the Form 55002010-01-017,311
Number of retired or separated participants receiving benefits2010-01-0191
Number of other retired or separated participants entitled to future benefits2010-01-014,943
Total of all active and inactive participants2010-01-0112,345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0130
Total participants2010-01-0112,375
Number of participants with account balances2010-01-019,935
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0172
2009: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018,603
Total number of active participants reported on line 7a of the Form 55002009-01-016,169
Number of retired or separated participants receiving benefits2009-01-01948
Number of other retired or separated participants entitled to future benefits2009-01-017,117
Total of all active and inactive participants2009-01-0114,234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-0114,238
Number of participants with account balances2009-01-018,684
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01103

Financial Data on THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN

Measure Date Value
2023 : THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$588,751,627
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$147,663,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$147,178,822
Expenses. Certain deemed distributions of participant loans2023-12-31$88,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$104,061,203
Value of total assets at end of year2023-12-31$3,494,522,229
Value of total assets at beginning of year2023-12-31$3,053,434,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$396,157
Total interest from all sources2023-12-31$31,095,014
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$55,486,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$55,486,411
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$39,640,346
Participant contributions at end of year2023-12-31$3,506,431
Participant contributions at beginning of year2023-12-31$3,457,916
Assets. Other investments not covered elsewhere at end of year2023-12-31$99,086,590
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$87,164,076
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$2,256,495
Other income not declared elsewhere2023-12-31$16,096,884
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$441,087,692
Value of net assets at end of year (total assets less liabilities)2023-12-31$3,494,522,229
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$3,053,434,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$71,616
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$2,676,298,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$2,235,420,268
Value of interest in pooled separate accounts at end of year2023-12-31$66,095,779
Value of interest in pooled separate accounts at beginning of year2023-12-31$82,228,041
Interest on participant loans2023-12-31$213,753
Interest earned on other investments2023-12-31$30,881,261
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$649,534,871
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$645,164,236
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$12,417,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$392,844,343
Net investment gain/loss from pooled separate accounts2023-12-31$-10,832,228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$62,164,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$134,760,963
Contract administrator fees2023-12-31$7,324
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2023-12-31132781641
2022 : THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-336,126,894
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$118,066,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$117,667,669
Expenses. Certain deemed distributions of participant loans2022-12-31$3,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$113,666,155
Value of total assets at end of year2022-12-31$3,053,434,537
Value of total assets at beginning of year2022-12-31$3,507,628,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$395,673
Total interest from all sources2022-12-31$26,899,281
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$57,134,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$57,134,805
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$36,512,254
Participant contributions at end of year2022-12-31$3,457,916
Participant contributions at beginning of year2022-12-31$3,244,944
Assets. Other investments not covered elsewhere at end of year2022-12-31$87,164,076
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$106,630,733
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,029,980
Other income not declared elsewhere2022-12-31$-13,629,983
Administrative expenses (other) incurred2022-12-31$323,323
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-454,193,652
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,053,434,537
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,507,628,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$72,350
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,235,420,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,691,174,647
Value of interest in pooled separate accounts at end of year2022-12-31$82,228,041
Value of interest in pooled separate accounts at beginning of year2022-12-31$75,859,332
Interest on participant loans2022-12-31$172,744
Interest earned on other investments2022-12-31$26,726,537
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$645,164,236
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$630,718,533
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$6,873,606
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-526,613,922
Net investment gain/loss from pooled separate accounts2022-12-31$6,416,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$76,123,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$110,794,063
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2022-12-31132781641
2021 : THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$507,355,181
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$140,215,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$139,815,715
Expenses. Certain deemed distributions of participant loans2021-12-31$25,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$73,298,609
Value of total assets at end of year2021-12-31$3,507,628,189
Value of total assets at beginning of year2021-12-31$3,140,488,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$373,946
Total interest from all sources2021-12-31$22,636,077
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$59,766,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$59,766,949
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$34,112,464
Participant contributions at end of year2021-12-31$3,244,944
Participant contributions at beginning of year2021-12-31$3,095,871
Assets. Other investments not covered elsewhere at end of year2021-12-31$106,630,733
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$99,160,710
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,867,545
Other income not declared elsewhere2021-12-31$16,714,206
Administrative expenses (other) incurred2021-12-31$319,052
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$367,139,786
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,507,628,189
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,140,488,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$54,894
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,691,174,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,348,081,207
Value of interest in pooled separate accounts at end of year2021-12-31$75,859,332
Value of interest in pooled separate accounts at beginning of year2021-12-31$61,959,082
Interest on participant loans2021-12-31$183,703
Interest earned on other investments2021-12-31$22,452,374
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$630,718,533
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$628,191,533
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$4,824,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$323,541,458
Net investment gain/loss from pooled separate accounts2021-12-31$11,397,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$33,318,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$134,990,834
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2021-12-31132781641
2020 : THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$426,577,588
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$98,163,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$97,789,629
Expenses. Certain deemed distributions of participant loans2020-12-31$2,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$64,431,486
Value of total assets at end of year2020-12-31$3,140,488,403
Value of total assets at beginning of year2020-12-31$2,812,074,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$371,967
Total interest from all sources2020-12-31$25,355,687
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$38,318,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$38,318,807
Administrative expenses professional fees incurred2020-12-31$55,813
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$32,781,201
Participant contributions at end of year2020-12-31$3,095,871
Participant contributions at beginning of year2020-12-31$2,649,100
Assets. Other investments not covered elsewhere at end of year2020-12-31$99,160,710
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$84,613,720
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,299,333
Other income not declared elsewhere2020-12-31$14,714,677
Administrative expenses (other) incurred2020-12-31$316,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$328,413,905
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,140,488,403
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,812,074,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,348,081,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,039,940,602
Value of interest in pooled separate accounts at end of year2020-12-31$61,959,082
Value of interest in pooled separate accounts at beginning of year2020-12-31$70,064,088
Interest on participant loans2020-12-31$164,807
Interest earned on other investments2020-12-31$25,190,880
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$628,191,533
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$614,806,988
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$4,861,139
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$284,290,741
Net investment gain/loss from pooled separate accounts2020-12-31$-533,810
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$30,350,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$92,928,490
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2020-12-31132781641
2019 : THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$528,431,258
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$133,182,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$132,628,215
Expenses. Certain deemed distributions of participant loans2019-12-31$34,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$84,169,622
Value of total assets at end of year2019-12-31$2,812,074,498
Value of total assets at beginning of year2019-12-31$2,416,826,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$520,659
Total interest from all sources2019-12-31$25,214,116
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$35,641,475
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$35,641,475
Administrative expenses professional fees incurred2019-12-31$107,305
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$31,706,451
Participant contributions at end of year2019-12-31$2,649,100
Participant contributions at beginning of year2019-12-31$1,490,394
Assets. Other investments not covered elsewhere at end of year2019-12-31$84,613,720
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$69,397,479
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,687,193
Other income not declared elsewhere2019-12-31$17,109,889
Administrative expenses (other) incurred2019-12-31$309,886
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$395,248,357
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,812,074,498
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,416,826,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,039,940,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,668,962,419
Value of interest in pooled separate accounts at end of year2019-12-31$70,064,088
Value of interest in pooled separate accounts at beginning of year2019-12-31$64,413,874
Interest on participant loans2019-12-31$123,801
Interest earned on other investments2019-12-31$25,090,315
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$614,806,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$612,561,975
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$10,286,902
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$362,631,731
Net investment gain/loss from pooled separate accounts2019-12-31$3,664,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$49,775,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$122,341,313
Contract administrator fees2019-12-31$103,468
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2019-12-31132781641
2018 : THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$359,887
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$159,927,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$159,537,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$80,993,746
Value of total assets at end of year2018-12-31$2,416,826,141
Value of total assets at beginning of year2018-12-31$2,576,394,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$390,485
Total interest from all sources2018-12-31$25,841,708
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$27,768,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$27,768,320
Administrative expenses professional fees incurred2018-12-31$1,663
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$30,396,329
Participant contributions at end of year2018-12-31$1,490,394
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$69,397,479
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$7,840,553
Other income not declared elsewhere2018-12-31$2,440,697
Administrative expenses (other) incurred2018-12-31$227,245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-159,568,004
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,416,826,141
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,576,394,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$161,577
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,668,962,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,913,131,392
Value of interest in pooled separate accounts at end of year2018-12-31$64,413,874
Value of interest in pooled separate accounts at beginning of year2018-12-31$60,730,888
Interest on participant loans2018-12-31$32,642
Interest earned on other investments2018-12-31$25,809,066
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$612,561,975
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$602,531,865
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$8,651,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-139,569,274
Net investment gain/loss from pooled separate accounts2018-12-31$2,884,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$42,756,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$150,885,554
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2018-12-31132781641
2017 : THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$416,326,719
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$124,703,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$124,580,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$75,927,057
Value of total assets at end of year2017-12-31$2,576,394,145
Value of total assets at beginning of year2017-12-31$2,284,771,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$123,598
Total interest from all sources2017-12-31$24,681,753
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$43,999,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$43,999,260
Administrative expenses professional fees incurred2017-12-31$16,800
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$29,128,921
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$903,534
Other income not declared elsewhere2017-12-31$2,317,243
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$291,623,120
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,576,394,145
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,284,771,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$106,798
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,913,131,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,635,447,509
Value of interest in pooled separate accounts at end of year2017-12-31$60,730,888
Value of interest in pooled separate accounts at beginning of year2017-12-31$57,580,671
Interest earned on other investments2017-12-31$24,681,753
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$602,531,865
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$591,742,845
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$6,687,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$266,831,812
Net investment gain/loss from pooled separate accounts2017-12-31$2,569,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$45,894,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$117,892,998
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN2017-12-31364189747
2016 : THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$232,924,256
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$94,182,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$94,045,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$74,835,369
Value of total assets at end of year2016-12-31$2,284,771,025
Value of total assets at beginning of year2016-12-31$2,146,029,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$136,804
Total interest from all sources2016-12-31$26,230,901
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$33,261,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$33,261,177
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$28,646,776
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,073,596
Other income not declared elsewhere2016-12-31$4,268,029
Administrative expenses (other) incurred2016-12-31$856
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$138,741,765
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,284,771,025
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,146,029,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$135,948
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,635,447,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,517,743,447
Value of interest in pooled separate accounts at end of year2016-12-31$57,580,671
Value of interest in pooled separate accounts at beginning of year2016-12-31$53,370,491
Interest earned on other investments2016-12-31$26,230,901
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$591,742,845
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$574,915,322
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$4,714,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$91,490,946
Net investment gain/loss from pooled separate accounts2016-12-31$2,837,834
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$44,114,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$89,331,106
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN2016-12-31364189747
2015 : THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$100,910,647
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$102,833,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$102,704,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$75,968,253
Value of total assets at end of year2015-12-31$2,146,029,260
Value of total assets at beginning of year2015-12-31$2,147,951,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$129,096
Total interest from all sources2015-12-31$24,276,180
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$40,204,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$40,204,443
Administrative expenses professional fees incurred2015-12-31$16,800
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$28,870,400
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,069,671
Other income not declared elsewhere2015-12-31$1,604,491
Liabilities. Value of operating payables at end of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,922,691
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,146,029,260
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,147,951,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$111,353
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,517,743,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,531,148,515
Value of interest in pooled separate accounts at end of year2015-12-31$53,370,491
Value of interest in pooled separate accounts at beginning of year2015-12-31$48,720,572
Interest earned on other investments2015-12-31$24,276,180
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$574,915,322
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$568,082,864
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$2,871,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-45,128,716
Net investment gain/loss from pooled separate accounts2015-12-31$3,985,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$42,028,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$99,832,431
Contract administrator fees2015-12-31$943
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN2015-12-31364189747
2014 : THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$205,268,254
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$107,382,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$107,119,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$69,128,681
Value of total assets at end of year2014-12-31$2,147,951,951
Value of total assets at beginning of year2014-12-31$2,050,066,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$263,567
Total interest from all sources2014-12-31$24,634,125
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$36,387,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$36,387,376
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$26,009,607
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,926,945
Other income not declared elsewhere2014-12-31$2,161,803
Administrative expenses (other) incurred2014-12-31$263,567
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$97,885,631
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,147,951,951
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,050,066,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,531,148,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,451,243,128
Value of interest in pooled separate accounts at end of year2014-12-31$48,720,572
Value of interest in pooled separate accounts at beginning of year2014-12-31$40,322,648
Interest earned on other investments2014-12-31$24,634,125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$568,082,864
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$558,500,544
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$993,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$67,755,479
Net investment gain/loss from pooled separate accounts2014-12-31$5,200,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$40,192,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$106,125,970
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN2014-12-31364189747
2013 : THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$368,423,359
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$98,786,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$98,776,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$67,301,801
Value of total assets at end of year2013-12-31$2,050,066,320
Value of total assets at beginning of year2013-12-31$1,780,429,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,809
Total interest from all sources2013-12-31$23,192,283
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$24,279,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$24,279,306
Administrative expenses professional fees incurred2013-12-31$5,243
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$24,600,617
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,399,302
Other income not declared elsewhere2013-12-31$7,996,396
Administrative expenses (other) incurred2013-12-31$4,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$269,636,844
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,050,066,320
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,780,429,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,451,243,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,202,703,911
Value of interest in pooled separate accounts at end of year2013-12-31$40,322,648
Value of interest in pooled separate accounts at beginning of year2013-12-31$32,724,658
Interest earned on other investments2013-12-31$23,192,283
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$558,500,544
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$545,000,907
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$4,180,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$242,283,698
Net investment gain/loss from pooled separate accounts2013-12-31$3,369,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$39,301,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$94,596,099
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN2013-12-31364189747
2012 : THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$244,102,926
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$88,258,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$88,205,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$64,891,056
Value of total assets at end of year2012-12-31$1,780,429,476
Value of total assets at beginning of year2012-12-31$1,624,584,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$52,410
Total interest from all sources2012-12-31$22,022,097
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$14,868,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$14,868,622
Administrative expenses professional fees incurred2012-12-31$2,447
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$24,136,232
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,015,778
Other income not declared elsewhere2012-12-31$6,310,980
Administrative expenses (other) incurred2012-12-31$49,963
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$155,844,891
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,780,429,476
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,624,584,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,202,703,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,058,326,109
Value of interest in pooled separate accounts at end of year2012-12-31$32,724,658
Value of interest in pooled separate accounts at beginning of year2012-12-31$27,872,504
Interest earned on other investments2012-12-31$22,022,097
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$545,000,907
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$538,385,972
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$5,268,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$133,127,730
Net investment gain/loss from pooled separate accounts2012-12-31$2,882,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$37,739,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$82,937,529
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN2012-12-31364189747
2011 : THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$67,963,811
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$76,463,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$76,397,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$61,791,602
Value of total assets at end of year2011-12-31$1,624,584,585
Value of total assets at beginning of year2011-12-31$1,633,084,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$66,459
Total interest from all sources2011-12-31$21,589,208
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$11,895,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$11,895,664
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$22,774,764
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,110,449
Administrative expenses (other) incurred2011-12-31$66,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-8,500,124
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,624,584,585
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,633,084,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,058,326,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,085,066,136
Value of interest in pooled separate accounts at end of year2011-12-31$27,872,504
Value of interest in pooled separate accounts at beginning of year2011-12-31$21,317,511
Interest earned on other investments2011-12-31$21,589,208
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$538,385,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$526,701,062
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,497,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-30,267,610
Net investment gain/loss from pooled separate accounts2011-12-31$2,954,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$35,906,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$74,899,715
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN2011-12-31364189747
2010 : THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$206,557,598
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$70,321,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$70,261,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$57,270,231
Value of total assets at end of year2010-12-31$1,633,084,709
Value of total assets at beginning of year2010-12-31$1,496,848,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$60,771
Total interest from all sources2010-12-31$19,906,478
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$8,755,632
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$8,755,632
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$21,967,845
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$651,263
Other income not declared elsewhere2010-12-31$1,055,846
Administrative expenses (other) incurred2010-12-31$60,771
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$136,235,807
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,633,084,709
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,496,848,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,085,066,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$964,016,712
Value of interest in pooled separate accounts at end of year2010-12-31$21,317,511
Value of interest in pooled separate accounts at beginning of year2010-12-31$15,987,284
Interest earned on other investments2010-12-31$19,906,478
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$526,701,062
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$516,844,906
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$6,608,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$117,305,326
Net investment gain/loss from pooled separate accounts2010-12-31$2,264,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$34,651,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$63,652,451
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN2010-12-31364189747
2009 : THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN

2023: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100815
Policy instance 1
Insurance contract or identification number100815
Number of Individuals Covered5684
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100815
Policy instance 1
Insurance contract or identification number100815
Number of Individuals Covered5761
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100815
Policy instance 1
Insurance contract or identification number100815
Number of Individuals Covered5918
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100815
Policy instance 1
Insurance contract or identification number100815
Number of Individuals Covered5696
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100815
Policy instance 1
Insurance contract or identification number100815
Number of Individuals Covered5906
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100815
Policy instance 1
Insurance contract or identification number100815
Number of Individuals Covered6001
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100815
Policy instance 1
Insurance contract or identification number100815
Number of Individuals Covered5800
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100815
Policy instance 1
Insurance contract or identification number100815
Number of Individuals Covered5968
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100815
Policy instance 1
Insurance contract or identification number100815
Number of Individuals Covered6025
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100815
Policy instance 1
Insurance contract or identification number100815
Number of Individuals Covered6107
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100815
Policy instance 1
Insurance contract or identification number100815
Number of Individuals Covered7487
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100815
Policy instance 1
Insurance contract or identification number100815
Number of Individuals Covered7347
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100815
Policy instance 1
Insurance contract or identification number100815
Number of Individuals Covered7212
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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