Logo

THE UNIVERSITY OF CHICAGO PENSION PLAN FOR STAFF EMPLOYEES 401k Plan overview

Plan NameTHE UNIVERSITY OF CHICAGO PENSION PLAN FOR STAFF EMPLOYEES
Plan identification number 003

THE UNIVERSITY OF CHICAGO PENSION PLAN FOR STAFF EMPLOYEES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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 PENSION PLAN FOR STAFF EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032018-01-01
0032017-01-01MARIA GARCIA MARIA GARCIA2018-10-15
0032017-01-01MARIA GARCIA MARIA GARCIA2018-10-15
0032016-01-01MARIA GARCIA MARIA GARCIA2017-10-16
0032015-01-01MARIA GARCIA MARIA GARCIA2016-10-17
0032014-01-01MICHAEL KNITTER MICHAEL KNITTER2015-10-15
0032013-01-01MICHAEL KNITTER MICHAEL KNITTER2014-10-15
0032012-01-01MICHAEL KNITTER MICHAEL KNITTER2013-10-15
0032011-01-01MICHAEL KNITTER MICHAEL KNITTER2012-10-16
0032009-01-01MIKE KNITTER MIKE KNITTER2010-10-15

Plan Statistics for THE UNIVERSITY OF CHICAGO PENSION PLAN FOR STAFF EMPLOYEES

401k plan membership statisitcs for THE UNIVERSITY OF CHICAGO PENSION PLAN FOR STAFF EMPLOYEES

Measure Date Value
2023: THE UNIVERSITY OF CHICAGO PENSION PLAN FOR STAFF EMPLOYEES 2023 401k membership
Total participants, beginning-of-year2023-01-0111,662
Total number of active participants reported on line 7a of the Form 55002023-01-014,978
Number of retired or separated participants receiving benefits2023-01-01702
Number of other retired or separated participants entitled to future benefits2023-01-014,229
Total of all active and inactive participants2023-01-019,909
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0196
Total participants2023-01-0110,005
2022: THE UNIVERSITY OF CHICAGO PENSION PLAN FOR STAFF EMPLOYEES 2022 401k membership
Market value of plan assets2022-12-31420,988,371
Acturial value of plan assets2022-12-31409,395,220
Funding target for retired participants and beneficiaries receiving payment2022-12-3136,196,523
Number of terminated vested participants2022-12-315,499
Fundng target for terminated vested participants2022-12-31102,852,078
Active participant vested funding target2022-12-31204,999,433
Number of active participants2022-12-315,866
Total funding liabilities for active participants2022-12-31204,999,433
Total participant count2022-12-3111,949
Total funding target for all participants2022-12-31344,048,034
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-317,412,322
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-317,830,377
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-314,000,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-313,715,227
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-315,808,675
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-313,715,227
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0111,949
Total number of active participants reported on line 7a of the Form 55002022-01-015,442
Number of retired or separated participants receiving benefits2022-01-01642
Number of other retired or separated participants entitled to future benefits2022-01-015,503
Total of all active and inactive participants2022-01-0111,587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0175
Total participants2022-01-0111,662
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE UNIVERSITY OF CHICAGO PENSION PLAN FOR STAFF EMPLOYEES 2021 401k membership
Market value of plan assets2021-12-31415,652,893
Acturial value of plan assets2021-12-31374,087,604
Funding target for retired participants and beneficiaries receiving payment2021-12-3131,575,436
Number of terminated vested participants2021-12-315,227
Fundng target for terminated vested participants2021-12-3194,414,413
Active participant vested funding target2021-12-31215,329,699
Number of active participants2021-12-316,515
Total funding liabilities for active participants2021-12-31215,329,699
Total participant count2021-12-3112,261
Total funding target for all participants2021-12-31341,319,548
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-313,668,969
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-313,869,662
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-318,000,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-317,412,322
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-313,891,690
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-317,412,322
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0112,261
Total number of active participants reported on line 7a of the Form 55002021-01-015,866
Number of retired or separated participants receiving benefits2021-01-01579
Number of other retired or separated participants entitled to future benefits2021-01-015,464
Total of all active and inactive participants2021-01-0111,909
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0140
Total participants2021-01-0111,949
2020: THE UNIVERSITY OF CHICAGO PENSION PLAN FOR STAFF EMPLOYEES 2020 401k membership
Market value of plan assets2020-12-31375,036,455
Acturial value of plan assets2020-12-31349,373,496
Funding target for retired participants and beneficiaries receiving payment2020-12-3129,311,438
Number of terminated vested participants2020-12-315,447
Fundng target for terminated vested participants2020-12-3188,995,926
Active participant vested funding target2020-12-31217,679,257
Number of active participants2020-12-317,019
Total funding liabilities for active participants2020-12-31217,679,257
Total participant count2020-12-3112,931
Total funding target for all participants2020-12-31335,986,621
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-314,000,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-313,668,969
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-313,810,061
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-313,668,969
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0112,931
Total number of active participants reported on line 7a of the Form 55002020-01-016,515
Number of retired or separated participants receiving benefits2020-01-01516
Number of other retired or separated participants entitled to future benefits2020-01-015,204
Total of all active and inactive participants2020-01-0112,235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0126
Total participants2020-01-0112,261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE UNIVERSITY OF CHICAGO PENSION PLAN FOR STAFF EMPLOYEES 2019 401k membership
Market value of plan assets2019-12-31321,100,433
Acturial value of plan assets2019-12-31337,169,332
Funding target for retired participants and beneficiaries receiving payment2019-12-3123,904,399
Number of terminated vested participants2019-12-315,823
Fundng target for terminated vested participants2019-12-3174,869,892
Active participant vested funding target2019-12-31210,812,865
Number of active participants2019-12-317,748
Total funding liabilities for active participants2019-12-31210,812,865
Total participant count2019-12-3113,983
Total funding target for all participants2019-12-31309,587,156
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-311,364,439
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-311,442,621
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-315,989,360
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0113,983
Total number of active participants reported on line 7a of the Form 55002019-01-017,019
Number of retired or separated participants receiving benefits2019-01-01461
Number of other retired or separated participants entitled to future benefits2019-01-015,429
Total of all active and inactive participants2019-01-0112,909
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0122
Total participants2019-01-0112,931
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: THE UNIVERSITY OF CHICAGO PENSION PLAN FOR STAFF EMPLOYEES 2018 401k membership
Market value of plan assets2018-12-31363,750,690
Acturial value of plan assets2018-12-31334,951,867
Funding target for retired participants and beneficiaries receiving payment2018-12-3118,297,963
Number of terminated vested participants2018-12-316,256
Fundng target for terminated vested participants2018-12-3169,016,350
Active participant vested funding target2018-12-31236,848,405
Number of active participants2018-12-318,740
Total funding liabilities for active participants2018-12-31237,807,225
Total participant count2018-12-3115,344
Total funding target for all participants2018-12-31325,121,538
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-311,500,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-311,364,439
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-313,700,582
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-311,364,439
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0115,344
Total number of active participants reported on line 7a of the Form 55002018-01-017,748
Number of retired or separated participants receiving benefits2018-01-01410
Number of other retired or separated participants entitled to future benefits2018-01-015,806
Total of all active and inactive participants2018-01-0113,964
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0119
Total participants2018-01-0113,983
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0116
2017: THE UNIVERSITY OF CHICAGO PENSION PLAN FOR STAFF EMPLOYEES 2017 401k membership
Market value of plan assets2017-12-31318,774,927
Acturial value of plan assets2017-12-31320,779,785
Funding target for retired participants and beneficiaries receiving payment2017-12-3112,493,091
Number of terminated vested participants2017-12-315,908
Fundng target for terminated vested participants2017-12-3159,375,336
Active participant vested funding target2017-12-31257,353,914
Number of active participants2017-12-3110,076
Total funding liabilities for active participants2017-12-31259,298,494
Total participant count2017-12-3116,251
Total funding target for all participants2017-12-31331,166,921
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-316,854,121
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-316,247,379
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-314,541,687
Net shortfall amortization installment of oustanding balance2017-12-3110,387,136
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-316,247,379
Additional cash requirement2017-12-316,247,379
Contributions allocatedtoward minimum required contributions for current year2017-12-316,247,379
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0116,251
Total number of active participants reported on line 7a of the Form 55002017-01-018,740
Number of retired or separated participants receiving benefits2017-01-01340
Number of other retired or separated participants entitled to future benefits2017-01-016,256
Total of all active and inactive participants2017-01-0115,336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-018
Total participants2017-01-0115,344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01185
2016: THE UNIVERSITY OF CHICAGO PENSION PLAN FOR STAFF EMPLOYEES 2016 401k membership
Market value of plan assets2016-12-31302,193,466
Acturial value of plan assets2016-12-31321,380,284
Funding target for retired participants and beneficiaries receiving payment2016-12-318,611,032
Number of terminated vested participants2016-12-315,489
Fundng target for terminated vested participants2016-12-3141,975,293
Active participant vested funding target2016-12-31212,932,758
Number of active participants2016-12-3110,161
Total funding liabilities for active participants2016-12-31217,722,010
Total participant count2016-12-3115,861
Total funding target for all participants2016-12-31268,308,335
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3154,504,763
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3157,965,815
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3134,450,260
Net shortfall amortization installment of oustanding balance2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0115,861
Total number of active participants reported on line 7a of the Form 55002016-01-0110,076
Number of retired or separated participants receiving benefits2016-01-01265
Number of other retired or separated participants entitled to future benefits2016-01-015,908
Total of all active and inactive participants2016-01-0116,249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-0116,251
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01238
2015: THE UNIVERSITY OF CHICAGO PENSION PLAN FOR STAFF EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-0114,853
Total number of active participants reported on line 7a of the Form 55002015-01-0110,161
Number of retired or separated participants receiving benefits2015-01-01211
Number of other retired or separated participants entitled to future benefits2015-01-015,489
Total of all active and inactive participants2015-01-0115,861
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0115,861
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01312
2014: THE UNIVERSITY OF CHICAGO PENSION PLAN FOR STAFF EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-0113,933
Total number of active participants reported on line 7a of the Form 55002014-01-0110,070
Number of retired or separated participants receiving benefits2014-01-01137
Number of other retired or separated participants entitled to future benefits2014-01-014,646
Total of all active and inactive participants2014-01-0114,853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0114,853
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01308
2013: THE UNIVERSITY OF CHICAGO PENSION PLAN FOR STAFF EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-0113,056
Total number of active participants reported on line 7a of the Form 55002013-01-019,956
Number of retired or separated participants receiving benefits2013-01-0190
Number of other retired or separated participants entitled to future benefits2013-01-013,887
Total of all active and inactive participants2013-01-0113,933
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0113,933
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01268
2012: THE UNIVERSITY OF CHICAGO PENSION PLAN FOR STAFF EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-01-0112,241
Total number of active participants reported on line 7a of the Form 55002012-01-019,906
Number of retired or separated participants receiving benefits2012-01-0158
Number of other retired or separated participants entitled to future benefits2012-01-013,092
Total of all active and inactive participants2012-01-0113,056
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0113,056
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01241
2011: THE UNIVERSITY OF CHICAGO PENSION PLAN FOR STAFF EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-019,859
Total number of active participants reported on line 7a of the Form 55002011-01-019,671
Number of retired or separated participants receiving benefits2011-01-0132
Number of other retired or separated participants entitled to future benefits2011-01-012,538
Total of all active and inactive participants2011-01-0112,241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0112,241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01318
2009: THE UNIVERSITY OF CHICAGO PENSION PLAN FOR STAFF EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-01-019,424
Total number of active participants reported on line 7a of the Form 55002009-01-019,747
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011,218
Total of all active and inactive participants2009-01-0110,965
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0110,965
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01251

Financial Data on THE UNIVERSITY OF CHICAGO PENSION PLAN FOR STAFF EMPLOYEES

Measure Date Value
2023 : THE UNIVERSITY OF CHICAGO PENSION PLAN FOR STAFF EMPLOYEES 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$36,962,888
Total unrealized appreciation/depreciation of assets2023-12-31$36,962,888
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$7,439,481
Total income from all sources (including contributions)2023-12-31$46,899,663
Total loss/gain on sale of assets2023-12-31$-3,587,862
Total of all expenses incurred2023-12-31$35,506,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$32,517,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$0
Value of total assets at end of year2023-12-31$324,828,367
Value of total assets at beginning of year2023-12-31$320,874,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$2,989,373
Total interest from all sources2023-12-31$4,296,736
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$2,951,031
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$2,951,031
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$1,053,678
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$878,752
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$7,439,481
Administrative expenses (other) incurred2023-12-31$2,726,196
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$11,393,164
Value of net assets at end of year (total assets less liabilities)2023-12-31$324,828,367
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$313,435,203
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
Assets. partnership/joint venture interests at end of year2023-12-31$50,986,904
Assets. partnership/joint venture interests at beginning of year2023-12-31$56,121,858
Investment advisory and management fees2023-12-31$263,152
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$120,343,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$128,147,521
Interest earned on other investments2023-12-31$338,475
Income. Interest from US Government securities2023-12-31$461,386
Income. Interest from corporate debt instruments2023-12-31$3,496,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$994,137
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$14,170,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$14,170,979
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$-57
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$3,925,803
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$3,087,929
Asset value of US Government securities at end of year2023-12-31$82,820,001
Asset value of US Government securities at beginning of year2023-12-31$60,796,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$6,276,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
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
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$4,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$32,517,126
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$3,269,520
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$2,239,417
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$61,434,617
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$51,431,570
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 appraiser2023-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$73,260,343
Aggregate carrying amount (costs) on sale of assets2023-12-31$76,848,205
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MITCHELL & TITUS LLP
Accountancy firm EIN2023-12-31132781641
2022 : THE UNIVERSITY OF CHICAGO PENSION PLAN FOR STAFF EMPLOYEES 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-35,524,188
Total unrealized appreciation/depreciation of assets2022-12-31$-35,524,188
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$7,439,481
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-83,394,931
Total loss/gain on sale of assets2022-12-31$-23,749,323
Total of all expenses incurred2022-12-31$24,327,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$19,471,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,000,000
Value of total assets at end of year2022-12-31$320,874,684
Value of total assets at beginning of year2022-12-31$421,157,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,856,640
Total interest from all sources2022-12-31$3,577,315
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,121,636
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$2,121,636
Administrative expenses professional fees incurred2022-12-31$14
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$878,752
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$810,618
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$7,439,481
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$4,463,042
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-107,722,792
Value of net assets at end of year (total assets less liabilities)2022-12-31$313,435,203
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$421,157,995
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
Assets. partnership/joint venture interests at end of year2022-12-31$56,121,858
Assets. partnership/joint venture interests at beginning of year2022-12-31$126,121,671
Investment advisory and management fees2022-12-31$393,584
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$128,147,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$133,604,949
Interest earned on other investments2022-12-31$186,153
Income. Interest from US Government securities2022-12-31$322,733
Income. Interest from corporate debt instruments2022-12-31$3,068,470
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$14,170,979
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$355,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$355,695
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$-41
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,087,929
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,177,547
Asset value of US Government securities at end of year2022-12-31$60,796,658
Asset value of US Government securities at beginning of year2022-12-31$81,678,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-33,820,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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$4,000,000
Employer contributions (assets) at end of year2022-12-31$4,000,000
Employer contributions (assets) at beginning of year2022-12-31$8,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$19,471,221
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$2,239,417
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$2,865,676
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$51,431,570
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$66,543,273
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 appraiser2022-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$112,426,945
Aggregate carrying amount (costs) on sale of assets2022-12-31$136,176,268
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 PENSION PLAN FOR STAFF EMPLOYEES 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$16,733,194
Total unrealized appreciation/depreciation of assets2021-12-31$16,733,194
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$15,455
Total income from all sources (including contributions)2021-12-31$30,738,292
Total loss/gain on sale of assets2021-12-31$-2,767,969
Total of all expenses incurred2021-12-31$25,363,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$22,465,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,000,000
Value of total assets at end of year2021-12-31$421,157,995
Value of total assets at beginning of year2021-12-31$415,798,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,897,791
Total interest from all sources2021-12-31$3,338,022
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,249,350
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$2,249,350
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$810,618
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$769,156
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$15,455
Administrative expenses (other) incurred2021-12-31$2,419,462
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$5,374,762
Value of net assets at end of year (total assets less liabilities)2021-12-31$421,157,995
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$415,783,233
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
Assets. partnership/joint venture interests at end of year2021-12-31$126,121,671
Assets. partnership/joint venture interests at beginning of year2021-12-31$126,591,307
Investment advisory and management fees2021-12-31$478,329
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$133,604,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$138,015,038
Interest earned on other investments2021-12-31$167,696
Income. Interest from US Government securities2021-12-31$360,371
Income. Interest from corporate debt instruments2021-12-31$2,810,273
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$355,695
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$190,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$190,100
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$-318
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,177,547
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,466,988
Asset value of US Government securities at end of year2021-12-31$81,678,566
Asset value of US Government securities at beginning of year2021-12-31$74,441,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,185,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$8,000,000
Employer contributions (assets) at end of year2021-12-31$8,000,000
Employer contributions (assets) at beginning of year2021-12-31$4,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$22,465,739
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$2,865,676
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$2,077,347
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$66,543,273
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$66,247,145
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 appraiser2021-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$66,595,946
Aggregate carrying amount (costs) on sale of assets2021-12-31$69,363,915
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 PENSION PLAN FOR STAFF EMPLOYEES 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$36,204,354
Total unrealized appreciation/depreciation of assets2020-12-31$36,204,354
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$15,455
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$153,039
Total income from all sources (including contributions)2020-12-31$64,416,704
Total loss/gain on sale of assets2020-12-31$1,580,815
Total of all expenses incurred2020-12-31$23,669,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$20,786,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,000,000
Value of total assets at end of year2020-12-31$415,798,688
Value of total assets at beginning of year2020-12-31$375,189,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,883,682
Total interest from all sources2020-12-31$3,038,757
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,829,107
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$1,829,107
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$769,156
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$927,848
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$15,455
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$153,039
Administrative expenses (other) incurred2020-12-31$2,424,282
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$40,746,778
Value of net assets at end of year (total assets less liabilities)2020-12-31$415,783,233
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$375,036,455
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
Assets. partnership/joint venture interests at end of year2020-12-31$126,591,307
Assets. partnership/joint venture interests at beginning of year2020-12-31$114,114,731
Investment advisory and management fees2020-12-31$459,400
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$138,015,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$127,718,055
Interest earned on other investments2020-12-31$179,926
Income. Interest from US Government securities2020-12-31$278,383
Income. Interest from corporate debt instruments2020-12-31$2,580,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$190,100
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,046,012
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,046,012
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$-12
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,466,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,057,029
Asset value of US Government securities at end of year2020-12-31$74,441,607
Asset value of US Government securities at beginning of year2020-12-31$70,924,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$17,763,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$4,000,000
Employer contributions (assets) at end of year2020-12-31$4,000,000
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$20,786,244
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$2,077,347
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$56,401,507
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$66,247,145
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
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 appraiser2020-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$68,482,560
Aggregate carrying amount (costs) on sale of assets2020-12-31$66,901,745
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 PENSION PLAN FOR STAFF EMPLOYEES 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$153,039
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$78,661,121
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$24,782,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$20,142,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$375,189,494
Value of total assets at beginning of year2019-12-31$321,157,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,639,480
Total interest from all sources2019-12-31$4,678,352
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,083,161
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$1,083,161
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$927,848
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$852,994
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$153,039
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$4,639,480
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$53,878,647
Value of net assets at end of year (total assets less liabilities)2019-12-31$375,036,455
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$321,157,808
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
Assets. partnership/joint venture interests at end of year2019-12-31$114,114,731
Assets. partnership/joint venture interests at beginning of year2019-12-31$117,110,126
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$127,718,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$189,535,015
Interest earned on other investments2019-12-31$139,119
Income. Interest from US Government securities2019-12-31$1,768,973
Income. Interest from corporate debt instruments2019-12-31$2,737,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,046,012
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$10,558,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$10,558,769
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$32,346
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,057,029
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,600,904
Asset value of US Government securities at end of year2019-12-31$70,924,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$72,899,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$1,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$20,142,994
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$56,401,507
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 appraiser2019-12-31Yes
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 PENSION PLAN FOR STAFF EMPLOYEES 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$0
Total income from all sources (including contributions)2018-12-31$-17,892,831
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$23,373,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$20,725,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,061,845
Value of total assets at end of year2018-12-31$321,157,808
Value of total assets at beginning of year2018-12-31$362,423,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,647,704
Total interest from all sources2018-12-31$189,809
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,931,222
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$1,931,222
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 period2018-12-31No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$852,994
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$530,993
Administrative expenses (other) incurred2018-12-31$2,647,704
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-41,265,870
Value of net assets at end of year (total assets less liabilities)2018-12-31$321,157,808
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$362,423,678
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
Assets. partnership/joint venture interests at end of year2018-12-31$117,110,126
Assets. partnership/joint venture interests at beginning of year2018-12-31$107,664,896
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$189,535,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$246,290,038
Interest earned on other investments2018-12-31$189,809
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$10,558,769
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$590,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$590,890
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,600,904
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,054,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-23,075,707
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$3,061,845
Employer contributions (assets) at end of year2018-12-31$1,500,000
Employer contributions (assets) at beginning of year2018-12-31$5,292,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$20,725,335
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 appraiser2018-12-31Yes
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 PENSION PLAN FOR STAFF EMPLOYEES 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$62,576,632
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$18,927,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$15,528,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,292,276
Value of total assets at end of year2017-12-31$362,423,678
Value of total assets at beginning of year2017-12-31$318,774,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,399,421
Total interest from all sources2017-12-31$143,387
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$837,275
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$837,275
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$530,993
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$462,465
Administrative expenses (other) incurred2017-12-31$3,399,421
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$43,648,751
Value of net assets at end of year (total assets less liabilities)2017-12-31$362,423,678
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$318,774,927
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
Assets. partnership/joint venture interests at end of year2017-12-31$107,664,896
Assets. partnership/joint venture interests at beginning of year2017-12-31$99,043,304
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$246,290,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$212,987,255
Interest earned on other investments2017-12-31$143,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$590,890
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,732,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,732,245
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,054,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,549,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$56,303,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$5,292,276
Employer contributions (assets) at end of year2017-12-31$5,292,276
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$15,528,460
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 PENSION PLAN FOR STAFF EMPLOYEES 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$43,832,480
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$14,504,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$13,295,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$13,000,000
Value of total assets at end of year2016-12-31$318,774,927
Value of total assets at beginning of year2016-12-31$289,446,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,208,632
Total interest from all sources2016-12-31$132,828
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,716,182
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$2,716,182
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$462,465
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$406,880
Administrative expenses (other) incurred2016-12-31$1,208,632
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$29,328,291
Value of net assets at end of year (total assets less liabilities)2016-12-31$318,774,927
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$289,446,636
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
Assets. partnership/joint venture interests at end of year2016-12-31$99,043,304
Assets. partnership/joint venture interests at beginning of year2016-12-31$95,740,399
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$212,987,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$189,145,912
Interest earned on other investments2016-12-31$132,828
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,732,245
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$441,058
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$441,058
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,549,658
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,712,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$27,983,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$13,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$13,295,557
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 PENSION PLAN FOR STAFF EMPLOYEES 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$44,877,881
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$10,848,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,999,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$57,000,000
Value of total assets at end of year2015-12-31$289,446,636
Value of total assets at beginning of year2015-12-31$255,417,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$849,720
Total interest from all sources2015-12-31$103,092
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,035,611
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$2,035,611
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$406,880
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$207,596
Administrative expenses (other) incurred2015-12-31$849,720
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$34,029,090
Value of net assets at end of year (total assets less liabilities)2015-12-31$289,446,636
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$255,417,546
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
Assets. partnership/joint venture interests at end of year2015-12-31$95,740,399
Assets. partnership/joint venture interests at beginning of year2015-12-31$119,370,664
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$189,145,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$119,034,172
Interest earned on other investments2015-12-31$103,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$441,058
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$196,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$196,748
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,712,387
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,608,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-14,260,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$57,000,000
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$13,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,999,071
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 PENSION PLAN FOR STAFF EMPLOYEES 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$80,170,984
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$7,615,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,759,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$65,000,000
Value of total assets at end of year2014-12-31$255,417,546
Value of total assets at beginning of year2014-12-31$182,861,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$855,778
Total interest from all sources2014-12-31$129,316
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$794,457
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$794,457
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$207,596
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$158,202
Administrative expenses (other) incurred2014-12-31$855,778
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$72,555,671
Value of net assets at end of year (total assets less liabilities)2014-12-31$255,417,546
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$182,861,875
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
Assets. partnership/joint venture interests at end of year2014-12-31$119,370,664
Assets. partnership/joint venture interests at beginning of year2014-12-31$13,842,910
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$119,034,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$158,006,250
Interest earned on other investments2014-12-31$129,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$196,748
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$212,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$212,441
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,608,366
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$588,586
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$14,247,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$65,000,000
Employer contributions (assets) at end of year2014-12-31$13,000,000
Employer contributions (assets) at beginning of year2014-12-31$10,053,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,759,535
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 PENSION PLAN FOR STAFF EMPLOYEES 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$62,126,091
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$7,431,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,777,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$47,236,800
Value of total assets at end of year2013-12-31$182,861,875
Value of total assets at beginning of year2013-12-31$128,167,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$654,663
Total interest from all sources2013-12-31$68,901
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,349,695
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$1,349,695
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$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$-3,023,140
Minimum employer required contribution for this plan year2013-12-31$51,303,660
Amount contributed by the employer to the plan for this plan year2013-12-31$54,326,800
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$158,202
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$187,307
Administrative expenses (other) incurred2013-12-31$654,663
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$54,694,223
Value of net assets at end of year (total assets less liabilities)2013-12-31$182,861,875
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$128,167,652
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
Assets. partnership/joint venture interests at end of year2013-12-31$13,842,910
Assets. partnership/joint venture interests at beginning of year2013-12-31$16,469,563
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$158,006,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$97,046,586
Interest earned on other investments2013-12-31$68,901
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$212,441
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$559,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$559,025
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$588,586
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,946,890
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$13,470,695
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$47,236,800
Employer contributions (assets) at end of year2013-12-31$10,053,486
Employer contributions (assets) at beginning of year2013-12-31$11,958,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,777,205
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 PENSION PLAN FOR STAFF EMPLOYEES 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$51,541,887
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,834,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,362,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$43,415,716
Value of total assets at end of year2012-12-31$128,167,652
Value of total assets at beginning of year2012-12-31$81,460,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$472,275
Total interest from all sources2012-12-31$51,553
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,375,509
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$1,375,509
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$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$-2,493,073
Minimum employer required contribution for this plan year2012-12-31$41,111,489
Amount contributed by the employer to the plan for this plan year2012-12-31$43,604,562
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$187,307
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$14,345
Administrative expenses (other) incurred2012-12-31$472,275
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$46,707,069
Value of net assets at end of year (total assets less liabilities)2012-12-31$128,167,652
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$81,460,583
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
Assets. partnership/joint venture interests at end of year2012-12-31$16,469,563
Assets. partnership/joint venture interests at beginning of year2012-12-31$16,000,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$97,046,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$54,187,642
Interest earned on other investments2012-12-31$51,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$559,025
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$431,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$431,432
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,946,890
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,085,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$6,699,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$43,415,716
Employer contributions (assets) at end of year2012-12-31$11,958,281
Employer contributions (assets) at beginning of year2012-12-31$9,741,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,362,543
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 PENSION PLAN FOR STAFF EMPLOYEES 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$30,780,175
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,701,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,293,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$31,931,148
Value of total assets at end of year2011-12-31$81,460,583
Value of total assets at beginning of year2011-12-31$53,382,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$407,995
Total interest from all sources2011-12-31$25,054
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$643,939
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$643,939
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$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$-1,895,538
Minimum employer required contribution for this plan year2011-12-31$31,090,363
Amount contributed by the employer to the plan for this plan year2011-12-31$32,985,901
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$14,345
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$434
Administrative expenses (other) incurred2011-12-31$407,995
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$28,078,233
Value of net assets at end of year (total assets less liabilities)2011-12-31$81,460,583
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$53,382,350
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
Assets. partnership/joint venture interests at end of year2011-12-31$16,000,000
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$54,187,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Interest earned on other investments2011-12-31$25,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$431,432
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$42,277,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$42,277,143
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,085,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$104,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,819,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$31,931,148
Employer contributions (assets) at end of year2011-12-31$9,741,284
Employer contributions (assets) at beginning of year2011-12-31$11,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,293,947
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 PENSION PLAN FOR STAFF EMPLOYEES 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$704,191
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$24,989,466
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,203,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,195,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$24,969,203
Value of total assets at end of year2010-12-31$53,382,350
Value of total assets at beginning of year2010-12-31$30,300,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,915
Total interest from all sources2010-12-31$20,263
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
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$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$-1,880,669
Minimum employer required contribution for this plan year2010-12-31$27,844,935
Amount contributed by the employer to the plan for this plan year2010-12-31$29,725,604
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$434
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$7,915
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$23,786,220
Value of net assets at end of year (total assets less liabilities)2010-12-31$53,382,350
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$30,300,321
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
Interest earned on other investments2010-12-31$9,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$42,277,143
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$10,065
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$10,065
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$10,415
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$104,773
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$290,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$24,969,203
Employer contributions (assets) at end of year2010-12-31$11,000,000
Employer contributions (assets) at beginning of year2010-12-31$30,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,195,331
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 PENSION PLAN FOR STAFF EMPLOYEES 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$-3,607,738
Minimum employer required contribution for this plan year2009-12-31$26,692,262
Amount contributed by the employer to the plan for this plan year2009-12-31$30,300,000

Form 5500 Responses for THE UNIVERSITY OF CHICAGO PENSION PLAN FOR STAFF EMPLOYEES

2023: THE UNIVERSITY OF CHICAGO PENSION PLAN FOR STAFF EMPLOYEES 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 planYes
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 PENSION PLAN FOR STAFF EMPLOYEES 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 planYes
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 PENSION PLAN FOR STAFF EMPLOYEES 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 PENSION PLAN FOR STAFF EMPLOYEES 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 PENSION PLAN FOR STAFF EMPLOYEES 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 PENSION PLAN FOR STAFF EMPLOYEES 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 PENSION PLAN FOR STAFF EMPLOYEES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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 PENSION PLAN FOR STAFF EMPLOYEES 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 PENSION PLAN FOR STAFF EMPLOYEES 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 PENSION PLAN FOR STAFF EMPLOYEES 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 PENSION PLAN FOR STAFF EMPLOYEES 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 planYes
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 PENSION PLAN FOR STAFF EMPLOYEES 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 planYes
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 PENSION PLAN FOR STAFF EMPLOYEES 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 planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE UNIVERSITY OF CHICAGO PENSION PLAN FOR STAFF EMPLOYEES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
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 planYes
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 numberU-L027
Policy instance 1
Insurance contract or identification numberU-L027
Number of Individuals Covered10005
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 Administration1
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?No
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 numberU-L027
Policy instance 1
Insurance contract or identification numberU-L027
Number of Individuals Covered11662
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 Administration1
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?No
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 numberU-L027
Policy instance 1
Insurance contract or identification numberU-L027
Number of Individuals Covered11949
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 Administration1
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?No
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 numberU-L027
Policy instance 1
Insurance contract or identification numberU-L027
Number of Individuals Covered12261
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 Administration1
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?No
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 numberU-L027
Policy instance 1
Insurance contract or identification numberU-L027
Number of Individuals Covered12931
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 Administration1
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?No
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 numberU-L027
Policy instance 1
Insurance contract or identification numberU-L027
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 Administration1
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?No
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 numberU-L027
Policy instance 1
Insurance contract or identification numberU-L027
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 Administration1
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?No
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 numberU-L027
Policy instance 1
Insurance contract or identification numberU-L027
Number of Individuals Covered5489
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?No
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 numberU-L027
Policy instance 1
Insurance contract or identification numberU-L027
Number of Individuals Covered4646
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 Administration1
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?No
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 numberU-L027
Policy instance 1
Insurance contract or identification numberU-L027
Number of Individuals Covered0
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 Administration1
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?No
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 numberU-L027
Policy instance 1
Insurance contract or identification numberU-L027
Number of Individuals Covered0
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 Administration1
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?No
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 numberU-L027
Policy instance 1
Insurance contract or identification numberU-L027
Number of Individuals Covered0
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 Administration1
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?No
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 numberU-L027
Policy instance 1
Insurance contract or identification numberU-L027
Number of Individuals Covered0
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 Administration1
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?No
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1