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ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN
Plan identification number 006

ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CHILDREN'S HOSPITAL OF CHICAGO MEDICAL CENTER has sponsored the creation of one or more 401k plans.

Company Name:CHILDREN'S HOSPITAL OF CHICAGO MEDICAL CENTER
Employer identification number (EIN):363357004
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062023-01-01
0062022-01-01
0062021-01-01
0062020-01-01
0062019-01-01
0062018-01-01JONI DUNCAN JONI DUNCAN2019-07-23
0062017-01-01JONI DUNCAN JONI DUNCAN2018-07-27
0062016-01-01JONI DUNCAN JONI DUNCAN2017-07-25
0062015-01-01JONI DUNCAN JONI DUNCAN2016-07-29
0062014-01-01JONI DUNCAN JONI DUNCAN2015-10-06
0062013-01-01JONI DUNCAN JONI DUNCAN2014-10-06
0062012-01-01JONI DUNCAN
0062011-01-01PAULA NOBLE
0062010-01-01ROBERT POWELL ROBERT POWELL2011-10-17
0062009-01-01BARBARA BOWMAN BARBARA BOWMAN2010-10-12

Plan Statistics for ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN

Measure Date Value
2023: ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0110,008
Total number of active participants reported on line 7a of the Form 55002023-01-017,171
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-013,747
Total of all active and inactive participants2023-01-0110,918
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0125
Total participants2023-01-0110,943
Number of participants with account balances2023-01-0110,686
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-01474
2022: ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-019,533
Total number of active participants reported on line 7a of the Form 55002022-01-016,439
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-013,538
Total of all active and inactive participants2022-01-019,977
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0131
Total participants2022-01-0110,008
Number of participants with account balances2022-01-019,772
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01210
2021: ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-019,078
Total number of active participants reported on line 7a of the Form 55002021-01-016,209
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-013,739
Total of all active and inactive participants2021-01-019,948
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0152
Total participants2021-01-0110,000
Number of participants with account balances2021-01-019,533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01386
2020: ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0110,605
Total number of active participants reported on line 7a of the Form 55002020-01-016,033
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-013,260
Total of all active and inactive participants2020-01-019,293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0122
Total participants2020-01-019,315
Number of participants with account balances2020-01-019,078
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01264
2019: ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-019,870
Total number of active participants reported on line 7a of the Form 55002019-01-016,104
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-014,485
Total of all active and inactive participants2019-01-0110,589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0116
Total participants2019-01-0110,605
Number of participants with account balances2019-01-0110,605
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01182
2018: ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-019,078
Total number of active participants reported on line 7a of the Form 55002018-01-015,694
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-014,161
Total of all active and inactive participants2018-01-019,855
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0115
Total participants2018-01-019,870
Number of participants with account balances2018-01-019,781
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0134
2017: ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-018,446
Total number of active participants reported on line 7a of the Form 55002017-01-015,174
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013,889
Total of all active and inactive participants2017-01-019,063
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0115
Total participants2017-01-019,078
Number of participants with account balances2017-01-019,020
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0121
2016: ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017,782
Total number of active participants reported on line 7a of the Form 55002016-01-014,782
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013,652
Total of all active and inactive participants2016-01-018,434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0114
Total participants2016-01-018,448
Number of participants with account balances2016-01-018,402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01125
2015: ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017,514
Total number of active participants reported on line 7a of the Form 55002015-01-014,319
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013,451
Total of all active and inactive participants2015-01-017,770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0112
Total participants2015-01-017,782
Number of participants with account balances2015-01-017,758
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01168
2014: ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017,048
Total number of active participants reported on line 7a of the Form 55002014-01-014,361
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013,169
Total of all active and inactive participants2014-01-017,530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0113
Total participants2014-01-017,543
Number of participants with account balances2014-01-017,470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01134
2013: ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017,173
Total number of active participants reported on line 7a of the Form 55002013-01-014,821
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012,885
Total of all active and inactive participants2013-01-017,706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0112
Total participants2013-01-017,718
Number of participants with account balances2013-01-017,041
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016,840
Total number of active participants reported on line 7a of the Form 55002012-01-014,381
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012,783
Total of all active and inactive participants2012-01-017,164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-019
Total participants2012-01-017,173
Number of participants with account balances2012-01-016,706
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016,570
Total number of active participants reported on line 7a of the Form 55002011-01-014,184
Number of other retired or separated participants entitled to future benefits2011-01-012,644
Total of all active and inactive participants2011-01-016,828
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0112
Total participants2011-01-016,840
Number of participants with account balances2011-01-016,375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-016,293
Total number of active participants reported on line 7a of the Form 55002010-01-014,167
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012,396
Total of all active and inactive participants2010-01-016,563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-017
Total participants2010-01-016,570
Number of participants with account balances2010-01-016,085
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016,042
Total number of active participants reported on line 7a of the Form 55002009-01-014,069
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012,166
Total of all active and inactive participants2009-01-016,235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-016,238
Number of participants with account balances2009-01-015,846
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN

Measure Date Value
2023 : ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$11,200
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$203,771,829
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$41,408,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$40,563,978
Expenses. Certain deemed distributions of participant loans2023-12-31$281,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$74,137,642
Value of total assets at end of year2023-12-31$987,878,895
Value of total assets at beginning of year2023-12-31$825,504,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$563,371
Total interest from all sources2023-12-31$6,972,748
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$12,850,910
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$12,850,910
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$41,710,609
Participant contributions at end of year2023-12-31$5,702,366
Participant contributions at beginning of year2023-12-31$4,338,345
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$8,307,680
Other income not declared elsewhere2023-12-31$607,850
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$162,363,379
Value of net assets at end of year (total assets less liabilities)2023-12-31$987,878,895
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$825,504,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$43,106
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$790,490,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$626,709,383
Value of interest in pooled separate accounts at end of year2023-12-31$28,766,721
Value of interest in pooled separate accounts at beginning of year2023-12-31$32,732,494
Interest on participant loans2023-12-31$309,719
Interest earned on other investments2023-12-31$6,663,029
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$162,919,277
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$161,724,094
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$783,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$113,697,336
Net investment gain/loss from pooled separate accounts2023-12-31$-4,494,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$24,119,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$39,780,643
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2023-12-31381357951
2022 : ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$16,521
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-56,963,420
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$38,545,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$37,829,423
Expenses. Certain deemed distributions of participant loans2022-12-31$140,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$64,938,793
Value of total assets at end of year2022-12-31$825,504,316
Value of total assets at beginning of year2022-12-31$920,996,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$575,098
Total interest from all sources2022-12-31$5,715,138
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$24,537,343
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$24,537,343
Administrative expenses professional fees incurred2022-12-31$22,421
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$37,209,849
Participant contributions at end of year2022-12-31$4,338,345
Participant contributions at beginning of year2022-12-31$2,873,840
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$6,473,933
Other income not declared elsewhere2022-12-31$719,115
Administrative expenses (other) incurred2022-12-31$481,890
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-95,508,899
Value of net assets at end of year (total assets less liabilities)2022-12-31$825,504,316
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$920,996,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$70,787
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$626,709,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$733,203,983
Value of interest in pooled separate accounts at end of year2022-12-31$32,732,494
Value of interest in pooled separate accounts at beginning of year2022-12-31$29,538,619
Interest on participant loans2022-12-31$175,527
Interest earned on other investments2022-12-31$5,539,611
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$161,724,094
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$155,380,252
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$423,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-155,304,367
Net investment gain/loss from pooled separate accounts2022-12-31$2,430,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$21,255,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$37,406,379
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2022-12-31381357951
2021 : ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$170,897,228
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$37,908,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$37,348,656
Expenses. Certain deemed distributions of participant loans2021-12-31$19,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$58,415,469
Value of total assets at end of year2021-12-31$920,996,694
Value of total assets at beginning of year2021-12-31$788,008,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$540,627
Total interest from all sources2021-12-31$4,947,472
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$32,945,698
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$32,945,698
Administrative expenses professional fees incurred2021-12-31$20,807
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$33,059,335
Participant contributions at end of year2021-12-31$2,873,840
Participant contributions at beginning of year2021-12-31$1,213,200
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,298,175
Other income not declared elsewhere2021-12-31$896,210
Administrative expenses (other) incurred2021-12-31$443,239
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$132,988,456
Value of net assets at end of year (total assets less liabilities)2021-12-31$920,996,694
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$788,008,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$76,581
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$733,203,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$611,083,549
Value of interest in pooled separate accounts at end of year2021-12-31$29,538,619
Value of interest in pooled separate accounts at beginning of year2021-12-31$23,240,692
Interest on participant loans2021-12-31$89,902
Interest earned on other investments2021-12-31$4,857,570
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$155,380,252
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$152,470,797
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$665,973
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$69,297,930
Net investment gain/loss from pooled separate accounts2021-12-31$4,394,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$19,057,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$36,682,683
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2021-12-31381357951
2020 : ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$147,215,777
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$49,248,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$48,821,294
Expenses. Certain deemed distributions of participant loans2020-12-31$13,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$51,764,270
Value of total assets at end of year2020-12-31$788,008,238
Value of total assets at beginning of year2020-12-31$690,040,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$413,524
Total interest from all sources2020-12-31$5,001,253
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$17,224,969
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$17,224,969
Administrative expenses professional fees incurred2020-12-31$55,223
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$31,230,585
Participant contributions at end of year2020-12-31$1,213,200
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$7,165,752
Other income not declared elsewhere2020-12-31$947,711
Administrative expenses (other) incurred2020-12-31$307,438
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$97,967,572
Value of net assets at end of year (total assets less liabilities)2020-12-31$788,008,238
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$690,040,666
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
Investment advisory and management fees2020-12-31$50,863
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$611,083,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$524,936,239
Value of interest in pooled separate accounts at end of year2020-12-31$23,240,692
Value of interest in pooled separate accounts at beginning of year2020-12-31$25,122,695
Interest on participant loans2020-12-31$17,413
Interest earned on other investments2020-12-31$4,983,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$152,470,797
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$139,732,196
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$563,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$72,487,479
Net investment gain/loss from pooled separate accounts2020-12-31$-209,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$13,367,933
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$249,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$48,257,960
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2020-12-31381357951
2019 : ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$161,903,718
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$31,583,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$31,552,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$55,070,422
Value of total assets at end of year2019-12-31$690,040,666
Value of total assets at beginning of year2019-12-31$559,720,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$31,702
Total interest from all sources2019-12-31$4,698,481
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$13,608,882
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$13,608,882
Administrative expenses professional fees incurred2019-12-31$17,531
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
Contributions received from participants2019-12-31$30,654,175
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,258,766
Other income not declared elsewhere2019-12-31$1,051,096
Administrative expenses (other) incurred2019-12-31$1,456
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$130,319,792
Value of net assets at end of year (total assets less liabilities)2019-12-31$690,040,666
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$559,720,874
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
Investment advisory and management fees2019-12-31$12,715
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$524,936,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$402,515,031
Value of interest in pooled separate accounts at end of year2019-12-31$25,122,695
Value of interest in pooled separate accounts at beginning of year2019-12-31$23,454,491
Interest earned on other investments2019-12-31$4,698,481
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$139,732,196
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$133,751,352
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$350,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$86,165,474
Net investment gain/loss from pooled separate accounts2019-12-31$1,309,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$18,157,481
Employer contributions (assets) at end of year2019-12-31$249,536
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$31,201,985
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2019-12-31381357951
2018 : ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$15,987,904
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$28,339,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$28,339,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$45,566,668
Value of total assets at end of year2018-12-31$559,720,874
Value of total assets at beginning of year2018-12-31$572,072,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$4,648,130
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$15,399,861
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$15,399,861
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
Contributions received from participants2018-12-31$26,891,024
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,706,063
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-12,351,587
Value of net assets at end of year (total assets less liabilities)2018-12-31$559,720,874
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$572,072,461
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$402,515,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$422,454,628
Value of interest in pooled separate accounts at end of year2018-12-31$23,454,491
Value of interest in pooled separate accounts at beginning of year2018-12-31$21,485,708
Interest earned on other investments2018-12-31$4,648,130
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$133,751,352
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$127,980,870
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$2,738,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-50,657,493
Net investment gain/loss from pooled separate accounts2018-12-31$1,030,738
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$14,969,581
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$151,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$25,600,762
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2018-12-31381357951
2017 : ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$116,679,193
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$22,814,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$22,792,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$42,315,571
Value of total assets at end of year2017-12-31$572,072,461
Value of total assets at beginning of year2017-12-31$478,207,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$21,319
Total interest from all sources2017-12-31$4,372,587
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$10,304,392
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$10,304,392
Administrative expenses professional fees incurred2017-12-31$14,400
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$23,113,363
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,894,467
Other income not declared elsewhere2017-12-31$19,179
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$93,864,969
Value of net assets at end of year (total assets less liabilities)2017-12-31$572,072,461
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$478,207,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$6,919
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$422,454,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$336,633,376
Value of interest in pooled separate accounts at end of year2017-12-31$21,485,708
Value of interest in pooled separate accounts at beginning of year2017-12-31$20,708,100
Interest earned on other investments2017-12-31$4,372,587
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$127,980,870
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$120,745,435
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,429,900
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$58,754,767
Net investment gain/loss from pooled separate accounts2017-12-31$912,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$13,307,741
Employer contributions (assets) at end of year2017-12-31$151,255
Employer contributions (assets) at beginning of year2017-12-31$120,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$21,363,005
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 name2017-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2017-12-31381357951
2016 : ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$69,643,800
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$19,009,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$18,960,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$40,591,555
Value of total assets at end of year2016-12-31$478,207,492
Value of total assets at beginning of year2016-12-31$427,573,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$49,687
Total interest from all sources2016-12-31$4,418,275
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$6,542,308
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$6,542,308
Administrative expenses professional fees incurred2016-12-31$11,540
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$21,405,743
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$6,751,094
Other income not declared elsewhere2016-12-31$36,851
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$50,633,896
Value of net assets at end of year (total assets less liabilities)2016-12-31$478,207,492
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$427,573,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$38,147
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$336,633,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$297,579,642
Value of interest in pooled separate accounts at end of year2016-12-31$20,708,100
Value of interest in pooled separate accounts at beginning of year2016-12-31$18,397,041
Interest earned on other investments2016-12-31$4,418,275
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$120,745,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$111,596,913
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$905,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$17,064,092
Net investment gain/loss from pooled separate accounts2016-12-31$990,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$12,434,718
Employer contributions (assets) at end of year2016-12-31$120,581
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$18,054,661
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 name2016-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2016-12-31381357951
2015 : ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$41,494,220
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$21,118,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$21,047,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$36,415,396
Value of total assets at end of year2015-12-31$427,573,596
Value of total assets at beginning of year2015-12-31$407,198,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$71,200
Total interest from all sources2015-12-31$3,915,081
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$8,035,949
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$8,035,949
Administrative expenses professional fees incurred2015-12-31$23,554
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$20,227,314
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,390,158
Other income not declared elsewhere2015-12-31$138,633
Administrative expenses (other) incurred2015-12-31$539
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$20,375,528
Value of net assets at end of year (total assets less liabilities)2015-12-31$427,573,596
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$407,198,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$47,107
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$297,579,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$286,978,392
Value of interest in pooled separate accounts at end of year2015-12-31$18,397,041
Value of interest in pooled separate accounts at beginning of year2015-12-31$15,981,816
Interest earned on other investments2015-12-31$3,915,081
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$111,596,913
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$104,237,860
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$79,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-8,351,610
Net investment gain/loss from pooled separate accounts2015-12-31$1,340,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$11,797,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$20,968,071
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 name2015-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2015-12-31381357951
2014 : ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$57,295,107
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$18,862,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$18,767,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$33,896,279
Value of total assets at end of year2014-12-31$407,198,068
Value of total assets at beginning of year2014-12-31$368,765,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$95,130
Total interest from all sources2014-12-31$3,896,212
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$6,781,428
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$6,781,428
Administrative expenses professional fees incurred2014-12-31$34,995
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$19,092,840
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,259,720
Other income not declared elsewhere2014-12-31$187,829
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$38,432,851
Value of net assets at end of year (total assets less liabilities)2014-12-31$407,198,068
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$368,765,217
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
Investment advisory and management fees2014-12-31$60,135
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$286,978,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$256,049,636
Value of interest in pooled separate accounts at end of year2014-12-31$15,981,816
Value of interest in pooled separate accounts at beginning of year2014-12-31$13,145,617
Interest earned on other investments2014-12-31$3,896,212
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$104,237,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$99,569,964
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$289,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$10,863,548
Net investment gain/loss from pooled separate accounts2014-12-31$1,669,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$11,543,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$18,477,745
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 name2014-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2014-12-31381357951
2013 : ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$77,847,537
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$15,006,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$14,850,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$25,117,283
Value of total assets at end of year2013-12-31$368,765,217
Value of total assets at beginning of year2013-12-31$305,924,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$155,858
Total interest from all sources2013-12-31$3,670,974
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,724,466
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$4,724,466
Administrative expenses professional fees incurred2013-12-31$113,567
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$7,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$16,146,505
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,763,496
Other income not declared elsewhere2013-12-31$209,314
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$62,840,952
Value of net assets at end of year (total assets less liabilities)2013-12-31$368,765,217
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$305,924,265
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
Investment advisory and management fees2013-12-31$42,291
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$256,049,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$199,034,145
Value of interest in pooled separate accounts at end of year2013-12-31$13,145,617
Value of interest in pooled separate accounts at beginning of year2013-12-31$11,390,371
Interest earned on other investments2013-12-31$3,670,974
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$99,569,964
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$95,499,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$42,995,891
Net investment gain/loss from pooled separate accounts2013-12-31$1,129,609
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$4,207,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$14,850,727
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 name2013-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2013-12-31381357951
2012 : ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$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$51,748,949
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$16,139,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$16,139,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$22,069,222
Value of total assets at end of year2012-12-31$305,924,265
Value of total assets at beginning of year2012-12-31$270,315,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$587
Total interest from all sources2012-12-31$3,429,923
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,961,223
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$1,961,223
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$7,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$15,587,178
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,457,490
Other income not declared elsewhere2012-12-31$355
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$35,609,181
Value of net assets at end of year (total assets less liabilities)2012-12-31$305,924,265
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$270,315,084
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$199,034,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$169,263,433
Value of interest in pooled separate accounts at end of year2012-12-31$11,390,371
Value of interest in pooled separate accounts at beginning of year2012-12-31$10,276,958
Interest earned on other investments2012-12-31$3,429,923
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$95,499,749
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$90,774,693
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$768,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$23,252,621
Net investment gain/loss from pooled separate accounts2012-12-31$1,035,605
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,024,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$15,371,111
Contract administrator fees2012-12-31$587
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 name2012-12-31PLANTE & MORAN, PLLC
Accountancy firm EIN2012-12-31381357951
2011 : ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$20,929,967
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$12,625,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$12,625,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$20,201,743
Value of total assets at end of year2011-12-31$270,315,084
Value of total assets at beginning of year2011-12-31$262,010,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$3,755,127
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,127,706
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$1,127,706
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$7,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$14,931,550
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,486,321
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$8,304,147
Value of net assets at end of year (total assets less liabilities)2011-12-31$270,315,084
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$262,010,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$169,263,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$168,380,513
Value of interest in pooled separate accounts at end of year2011-12-31$10,276,958
Value of interest in pooled separate accounts at beginning of year2011-12-31$8,355,099
Interest earned on other investments2011-12-31$3,755,127
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$90,774,693
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$85,275,325
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$257,922
Net investment gain/loss from pooled separate accounts2011-12-31$1,133,771
Net gain/loss from 103.12 investment entities2011-12-31$-5,288,380
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,783,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$12,367,898
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 name2011-12-31CROWE HORWATH LLP
Accountancy firm EIN2011-12-31350921680
2010 : ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$38,735,024
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$11,402,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$11,402,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$14,620,971
Value of total assets at end of year2010-12-31$262,010,937
Value of total assets at beginning of year2010-12-31$234,678,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$2,933,684
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$527,046
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$527,046
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$7,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$13,499,846
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,121,125
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$27,332,497
Value of net assets at end of year (total assets less liabilities)2010-12-31$262,010,937
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$234,678,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$168,380,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$145,661,418
Value of interest in pooled separate accounts at end of year2010-12-31$8,355,099
Value of interest in pooled separate accounts at beginning of year2010-12-31$6,767,844
Interest earned on other investments2010-12-31$2,933,684
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$85,275,325
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$82,249,178
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,501,675
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$19,696,177
Net investment gain/loss from pooled separate accounts2010-12-31$957,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,900,852
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 name2010-12-31CROWE HORWATH LLP
Accountancy firm EIN2010-12-31350921680
2009 : ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ANN & ROBERT H. LURIE CHILDREN'S HOSPITAL OF CHICAGO RETIREMENT SAVINGS PLAN

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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101840
Policy instance 1
Insurance contract or identification number101840
Number of Individuals Covered3756
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101840
Policy instance 1
Insurance contract or identification number101840
Number of Individuals Covered3767
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101840
Policy instance 1
Insurance contract or identification number101840
Number of Individuals Covered3798
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101840
Policy instance 1
Insurance contract or identification number101840
Number of Individuals Covered3876
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101840
Policy instance 1
Insurance contract or identification number101840
Number of Individuals Covered4240
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101840
Policy instance 1
Insurance contract or identification number101840
Number of Individuals Covered4159
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101840
Policy instance 1
Insurance contract or identification number101840
Number of Individuals Covered4045
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101840
Policy instance 1
Insurance contract or identification number101840
Number of Individuals Covered3856
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101840
Policy instance 1
Insurance contract or identification number101840
Number of Individuals Covered3862
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101840
Policy instance 1
Insurance contract or identification number101840
Number of Individuals Covered7041
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101840
Policy instance 1
Insurance contract or identification number101840
Number of Individuals Covered6706
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101840
Policy instance 1
Insurance contract or identification number101840
Number of Individuals Covered6381
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101840
Policy instance 1
Insurance contract or identification number101840
Number of Individuals Covered6085
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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