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THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 401k Plan overview

Plan NameTHE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES
Plan identification number 002

THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 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.
  • Stock bonus
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name:THE UNIVERSITY OF CHICAGO MEDICAL CENTER
Employer identification number (EIN):363488183
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01PHILLIP KAUFMAN2024-10-08 PHILLIP KAUFMAN2024-10-08
0022022-01-01PHILLIP KAUFMAN2023-11-21 PHILLIP KAUFMAN2023-11-21
0022021-01-01BOB HANLEY2022-10-16
0022020-01-01ROBERT J HANLEY2021-10-15 ROBERT J HANLEY2021-10-15
0022019-01-01
0022019-01-01ROBERT J HANLEY2021-10-15 ROBERT J HANLEY2021-10-15
0022018-01-01
0022018-01-01
0022018-01-01
0022017-01-01BOB HANLEY

Plan Statistics for THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES

401k plan membership statisitcs for THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES

Measure Date Value
2023: THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 2023 401k membership
Total participants, beginning-of-year2023-01-0111,924
Total number of active participants reported on line 7a of the Form 55002023-01-018,470
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-015,317
Total of all active and inactive participants2023-01-0113,787
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-01117
Total participants2023-01-0113,904
Number of participants with account balances2023-01-0112,965
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 2022 401k membership
Total participants, beginning-of-year2022-01-0110,912
Total number of active participants reported on line 7a of the Form 55002022-01-016,921
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-014,515
Total of all active and inactive participants2022-01-0111,436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01105
Total participants2022-01-0111,541
Number of participants with account balances2022-01-0110,990
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 2021 401k membership
Total participants, beginning-of-year2021-01-0110,568
Total number of active participants reported on line 7a of the Form 55002021-01-016,632
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-014,229
Total of all active and inactive participants2021-01-0110,861
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0199
Total participants2021-01-0110,960
Number of participants with account balances2021-01-0110,628
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 2020 401k membership
Total participants, beginning-of-year2020-01-0110,199
Total number of active participants reported on line 7a of the Form 55002020-01-016,358
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-014,073
Total of all active and inactive participants2020-01-0110,431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0149
Total participants2020-01-0110,480
Number of participants with account balances2020-01-0110,416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 2019 401k membership
Total participants, beginning-of-year2019-01-019,855
Total number of active participants reported on line 7a of the Form 55002019-01-016,410
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013,745
Total of all active and inactive participants2019-01-0110,155
Total participants2019-01-0110,155
Number of participants with account balances2019-01-0110,063
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 2018 401k membership
Total participants, beginning-of-year2018-01-019,805
Total number of active participants reported on line 7a of the Form 55002018-01-015,717
Number of retired or separated participants receiving benefits2018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-014,115
Total of all active and inactive participants2018-01-019,840
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0138
Total participants2018-01-019,878
Number of participants with account balances2018-01-019,742
2017: THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 2017 401k membership
Total participants, beginning-of-year2017-01-010
Total number of active participants reported on line 7a of the Form 55002017-01-015,717
Number of retired or separated participants receiving benefits2017-01-018
Number of other retired or separated participants entitled to future benefits2017-01-014,115
Total of all active and inactive participants2017-01-019,840
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0138
Total participants2017-01-019,878
Number of participants with account balances2017-01-019,805

Financial Data on THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES

Measure Date Value
2023 : THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$0
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total income from all sources (including contributions)2023-12-31$139,452,780
Total of all expenses incurred2023-12-31$32,866,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$32,511,485
Expenses. Certain deemed distributions of participant loans2023-12-31$-73,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$55,637,815
Value of total assets at end of year2023-12-31$652,908,224
Value of total assets at beginning of year2023-12-31$546,321,612
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$428,205
Total interest from all sources2023-12-31$5,365,147
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$8,770,370
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$8,770,370
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$22,579,282
Participant contributions at end of year2023-12-31$10,551,253
Participant contributions at beginning of year2023-12-31$8,424,175
Participant contributions at end of year2023-12-31$905,954
Participant contributions at beginning of year2023-12-31$840,841
Assets. Other investments not covered elsewhere at end of year2023-12-31$3,393,186
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$382,705
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$991,826
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$4,235,308
Other income not declared elsewhere2023-12-31$1,059,394
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$106,586,612
Value of net assets at end of year (total assets less liabilities)2023-12-31$652,908,224
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$546,321,612
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$526,209,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$379,034,110
Value of interest in pooled separate accounts at end of year2023-12-31$11,250,861
Value of interest in pooled separate accounts at beginning of year2023-12-31$12,290,578
Interest on participant loans2023-12-31$653,503
Income. Interest from loans (other than to participants)2023-12-31$0
Interest earned on other investments2023-12-31$4,711,644
Value of interest in master investment trust accounts at end of year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$43,408,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$43,408,212
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$98,432,339
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$96,805,046
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$70,326,219
Net investment gain/loss from pooled separate accounts2023-12-31$-1,706,165
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 contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at beginning of year2023-12-31$0
Contributions received in cash from employer2023-12-31$32,675,828
Employer contributions (assets) at end of year2023-12-31$1,173,803
Employer contributions (assets) at beginning of year2023-12-31$1,283,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$32,511,485
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 name2023-12-31FORVIS MAZARS, LLP
Accountancy firm EIN2023-12-31440160260
2022 : THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$2,878,428
Total unrealized appreciation/depreciation of assets2022-12-31$2,878,428
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Expenses. Interest paid2022-12-31$-16,278
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$-16,278
Total income from all sources (including contributions)2022-12-31$-17,123,522
Total of all expenses incurred2022-12-31$30,701,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$30,372,495
Expenses. Certain deemed distributions of participant loans2022-12-31$-1,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$54,241,644
Value of total assets at end of year2022-12-31$546,336,056
Value of total assets at beginning of year2022-12-31$594,160,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$345,116
Total interest from all sources2022-12-31$1,579,002
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$12,166,342
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$12,166,342
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$21,425,597
Participant contributions at end of year2022-12-31$8,438,620
Participant contributions at beginning of year2022-12-31$7,108,898
Participant contributions at end of year2022-12-31$840,841
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$361,097
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$4,235,308
Other income not declared elsewhere2022-12-31$221,038
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-47,824,855
Value of net assets at end of year (total assets less liabilities)2022-12-31$546,336,056
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$594,160,911
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$391,711,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$436,807,985
Value of interest in pooled separate accounts at end of year2022-12-31$12,290,578
Value of interest in pooled separate accounts at beginning of year2022-12-31$10,648,485
Income. Interest from loans (other than to participants)2022-12-31$422,927
Interest earned on other investments2022-12-31$1,142,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$30,730,614
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$43,412,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$43,412,649
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$13,750
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$96,805,045
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$96,182,894
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$2,130,876
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-89,100,336
Net investment gain/loss from pooled separate accounts2022-12-31$890,360
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$32,454,950
Employer contributions (assets) at end of year2022-12-31$1,283,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$28,241,619
Contract administrator fees2022-12-31$345,116
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 name2022-12-31FORVIS,LLP
Accountancy firm EIN2022-12-31440160260
2021 : THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$2,725,050
Total unrealized appreciation/depreciation of assets2021-12-31$2,725,050
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$105,880,940
Total of all expenses incurred2021-12-31$27,878,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$27,442,428
Expenses. Certain deemed distributions of participant loans2021-12-31$115,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$42,565,358
Value of total assets at end of year2021-12-31$594,160,911
Value of total assets at beginning of year2021-12-31$516,158,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$320,323
Total interest from all sources2021-12-31$1,470,148
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$9,705,738
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$9,705,738
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$20,898,130
Participant contributions at end of year2021-12-31$7,108,898
Participant contributions at beginning of year2021-12-31$6,891,756
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$785,811
Other income not declared elsewhere2021-12-31$228,172
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$78,002,320
Value of net assets at end of year (total assets less liabilities)2021-12-31$594,160,911
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$516,158,591
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$436,807,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$356,453,906
Value of interest in pooled separate accounts at end of year2021-12-31$10,648,485
Value of interest in pooled separate accounts at beginning of year2021-12-31$8,408,467
Interest on participant loans2021-12-31$455,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$43,412,649
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$47,154,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$47,154,599
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,014,824
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$96,182,894
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$97,249,863
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$2,701,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$47,622,217
Net investment gain/loss from pooled separate accounts2021-12-31$1,564,257
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$20,881,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$24,741,115
Contract administrator fees2021-12-31$320,323
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 name2021-12-31FORVIS,LLP
Accountancy firm EIN2021-12-31440160260
2020 : THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$2,821,432
Total unrealized appreciation/depreciation of assets2020-12-31$2,821,432
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$95,420,302
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$20,813,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$20,326,427
Expenses. Certain deemed distributions of participant loans2020-12-31$191,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$39,855,981
Value of total assets at end of year2020-12-31$516,158,591
Value of total assets at beginning of year2020-12-31$441,551,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$295,484
Total interest from all sources2020-12-31$2,058,420
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$6,177,042
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$6,177,042
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$20,068,257
Participant contributions at end of year2020-12-31$6,891,756
Participant contributions at beginning of year2020-12-31$6,425,609
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$399,322
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Other income not declared elsewhere2020-12-31$213,680
Administrative expenses (other) incurred2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$74,606,889
Value of net assets at end of year (total assets less liabilities)2020-12-31$516,158,591
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$441,551,702
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$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$356,453,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$284,491,064
Value of interest in pooled separate accounts at end of year2020-12-31$8,408,467
Value of interest in pooled separate accounts at beginning of year2020-12-31$8,390,991
Interest on participant loans2020-12-31$413,655
Interest earned on other investments2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$47,154,599
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$44,710,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$44,710,363
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,644,765
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$97,249,863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$97,533,675
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,442,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$44,364,524
Net investment gain/loss from pooled separate accounts2020-12-31$-70,777
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$19,388,402
Income. Dividends from preferred stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$18,883,457
Contract administrator fees2020-12-31$295,484
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,863,996
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,863,996
Total unrealized appreciation/depreciation of assets2019-12-31$2,863,996
Total unrealized appreciation/depreciation of assets2019-12-31$2,863,996
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$103,659,550
Total income from all sources (including contributions)2019-12-31$103,659,550
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$23,336,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$23,046,422
Expenses. Certain deemed distributions of participant loans2019-12-31$785,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$45,544,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$45,544,306
Value of total assets at end of year2019-12-31$441,551,702
Value of total assets at end of year2019-12-31$441,551,702
Value of total assets at beginning of year2019-12-31$361,228,526
Value of total assets at beginning of year2019-12-31$361,228,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$289,952
Total interest from all sources2019-12-31$1,717,484
Total interest from all sources2019-12-31$1,717,484
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,557,878
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,557,878
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$5,557,878
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,557,878
Administrative expenses professional fees incurred2019-12-31$289,952
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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$18,444,887
Contributions received from participants2019-12-31$18,444,887
Participant contributions at end of year2019-12-31$6,425,609
Participant contributions at beginning of year2019-12-31$5,364,494
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$881,360
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$881,360
Other income not declared elsewhere2019-12-31$215,197
Other income not declared elsewhere2019-12-31$215,197
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
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$80,323,176
Value of net assets at end of year (total assets less liabilities)2019-12-31$441,551,702
Value of net assets at end of year (total assets less liabilities)2019-12-31$441,551,702
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$361,228,526
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$361,228,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$284,491,064
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$284,491,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$205,640,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$205,640,883
Value of interest in pooled separate accounts at end of year2019-12-31$8,390,991
Value of interest in pooled separate accounts at end of year2019-12-31$8,390,991
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,065,387
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,065,387
Interest on participant loans2019-12-31$374,161
Interest on participant loans2019-12-31$374,161
Value of interest in common/collective trusts at end of year2019-12-31$6,425,609
Value of interest in common/collective trusts at end of year2019-12-31$6,425,609
Value of interest in common/collective trusts at beginning of year2019-12-31$5,364,494
Value of interest in common/collective trusts at beginning of year2019-12-31$5,364,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$44,710,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$44,710,363
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$42,384,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$42,384,930
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$42,384,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$42,384,930
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,343,323
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,343,323
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$97,533,675
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$97,533,675
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$100,772,832
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$100,772,832
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$3,339,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$47,347,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$47,347,680
Net investment gain/loss from pooled separate accounts2019-12-31$413,009
Net investment gain/loss from pooled separate accounts2019-12-31$413,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$26,218,059
Contributions received in cash from employer2019-12-31$26,218,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$19,706,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$19,706,950
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MITCHELL & TITUS LLP
Accountancy firm EIN2019-12-31132781641
2018 : THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-14,377,556
Total unrealized appreciation/depreciation of assets2018-12-31$-14,377,556
Total transfer of assets to this plan2018-12-31$305,644
Total income from all sources (including contributions)2018-12-31$37,472,910
Total of all expenses incurred2018-12-31$19,704,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$19,357,884
Expenses. Certain deemed distributions of participant loans2018-12-31$534,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$46,252,977
Value of total assets at end of year2018-12-31$361,763,264
Value of total assets at beginning of year2018-12-31$343,689,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$347,038
Total interest from all sources2018-12-31$5,354,772
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,754,640
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$3,754,640
Administrative expenses professional fees incurred2018-12-31$304,239
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$17,376,220
Participant contributions at end of year2018-12-31$5,364,494
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,499,573
Other income not declared elsewhere2018-12-31$242,717
Administrative expenses (other) incurred2018-12-31$42,799
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$17,767,988
Value of net assets at end of year (total assets less liabilities)2018-12-31$361,763,264
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$343,689,632
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$205,640,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$198,380,809
Value of interest in pooled separate accounts at end of year2018-12-31$7,065,387
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,312,604
Interest on participant loans2018-12-31$133,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$42,384,930
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$40,571,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$40,571,200
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$5,354,772
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$106,672,064
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$98,425,019
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$3,204,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-17,645,227
Net investment gain/loss from pooled separate accounts2018-12-31$308,324
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$25,377,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$19,357,884
Contract administrator fees2018-12-31$304,239
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MITCHELL & TITUS, LLP
Accountancy firm EIN2018-12-31132781641
2017 : THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,891,068
Total unrealized appreciation/depreciation of assets2017-12-31$2,891,068
Total transfer of assets to this plan2017-12-31$281,306,518
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$78,719,130
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$16,336,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$16,336,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$42,987,710
Value of total assets at end of year2017-12-31$343,689,632
Value of total assets at beginning of year2017-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$890,474
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,814,747
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$4,814,747
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$16,480,957
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,777,978
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$777
Other income not declared elsewhere2017-12-31$100,675
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$62,383,114
Value of net assets at end of year (total assets less liabilities)2017-12-31$343,689,632
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$0
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$198,380,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$6,312,604
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$40,571,200
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$890,474
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$98,425,019
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$3,180,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$26,773,590
Net investment gain/loss from pooled separate accounts2017-12-31$260,866
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$24,728,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$13,155,012
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN2017-12-31364189747

Form 5500 Responses for THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES

2023: THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2019: THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
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 – Section 412(e)(3) insurance ContractsYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2018: THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01First time form 5500 has been submittedYes
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 – Section 412(e)(3) insurance ContractsYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100820
Policy instance 1
Insurance contract or identification number100820
Number of Individuals Covered4763
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 unallocated funds for contracts of type guaranteed investment?Yes
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 number100820
Policy instance 1
Insurance contract or identification number100820
Number of Individuals Covered4839
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 unallocated funds for contracts of type guaranteed investment?Yes
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 number100820
Policy instance 1
Insurance contract or identification number100820
Number of Individuals Covered5044
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 unallocated funds for contracts of type guaranteed investment?Yes
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 number100820
Policy instance 1
Insurance contract or identification number100820
Number of Individuals Covered5237
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number100820
Policy instance 1
Insurance contract or identification number100820
Number of Individuals Covered5440
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 unallocated funds for contracts of type guaranteed investment?Yes
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 number100820
Policy instance 1
Insurance contract or identification number100820
Number of Individuals Covered5641
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 unallocated funds for contracts of type guaranteed investment?Yes
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 number100820
Policy instance 1
Insurance contract or identification number100820
Number of Individuals Covered5770
Insurance policy start date2017-01-01
Insurance policy end date2017-01-01
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

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