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THE UNIVERSITY OF CHICAGO MEDICAL CENTER CONTRIBUTORY RETIREMENT PLAN 401k Plan overview

Plan NameTHE UNIVERSITY OF CHICAGO MEDICAL CENTER CONTRIBUTORY RETIREMENT PLAN
Plan identification number 008

THE UNIVERSITY OF CHICAGO MEDICAL CENTER CONTRIBUTORY RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Stock bonus
  • 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 CONTRIBUTORY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0082023-01-01PHILLIP KAUFMAN2024-10-08 PHILLIP KAUFMAN2024-10-08
0082022-01-01PHILLIP KAUFMAN2023-11-21 PHILLIP KAUFMAN2023-11-21
0082021-01-01BOB HANLEY2022-10-16
0082020-01-01ROBERT J HANLEY2021-10-15 ROBERT J HANLEY2021-10-15
0082019-01-01
0082018-01-01
0082018-01-01
0082017-01-01BOB HANLEY
0082016-01-01BOB HANLEY
0082016-01-01
0082015-01-01BOB HANLEY
0082014-01-01BOB HANLEY
0082013-01-01BOB HANLEY
0082012-01-01BOB HANLEY
0082011-01-01TERRY SOLEM
0082009-01-01LARRY CALLAHAN
0082009-01-01LARRY CALLAHAN
0082009-01-01LARRY CALLAHAN

Plan Statistics for THE UNIVERSITY OF CHICAGO MEDICAL CENTER CONTRIBUTORY RETIREMENT PLAN

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

Measure Date Value
2023: THE UNIVERSITY OF CHICAGO MEDICAL CENTER CONTRIBUTORY RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012,380
Total number of active participants reported on line 7a of the Form 55002023-01-011,583
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01899
Total of all active and inactive participants2023-01-012,482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-015
Total participants2023-01-012,487
Number of participants with account balances2023-01-012,270
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 CONTRIBUTORY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,281
Total number of active participants reported on line 7a of the Form 55002022-01-011,595
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01783
Total of all active and inactive participants2022-01-012,378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0110
Total participants2022-01-012,388
Number of participants with account balances2022-01-012,162
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 CONTRIBUTORY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,102
Total number of active participants reported on line 7a of the Form 55002021-01-011,561
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01712
Total of all active and inactive participants2021-01-012,273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-018
Total participants2021-01-012,281
Number of participants with account balances2021-01-012,028
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 CONTRIBUTORY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,993
Total number of active participants reported on line 7a of the Form 55002020-01-011,411
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01686
Total of all active and inactive participants2020-01-012,097
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-012,099
Number of participants with account balances2020-01-011,848
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 CONTRIBUTORY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,703
Total number of active participants reported on line 7a of the Form 55002019-01-011,397
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01593
Total of all active and inactive participants2019-01-011,990
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-011,993
Number of participants with account balances2019-01-011,767
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 CONTRIBUTORY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01946
Total number of active participants reported on line 7a of the Form 55002018-01-011,084
Number of other retired or separated participants entitled to future benefits2018-01-01614
Total of all active and inactive participants2018-01-011,698
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-011,703
Number of participants with account balances2018-01-011,567
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE UNIVERSITY OF CHICAGO MEDICAL CENTER CONTRIBUTORY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,490
Total number of active participants reported on line 7a of the Form 55002017-01-01934
Number of retired or separated participants receiving benefits2017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-01652
Total of all active and inactive participants2017-01-011,595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-011,598
Number of participants with account balances2017-01-011,532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE UNIVERSITY OF CHICAGO MEDICAL CENTER CONTRIBUTORY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,438
Total number of active participants reported on line 7a of the Form 55002016-01-01926
Number of retired or separated participants receiving benefits2016-01-019
Number of other retired or separated participants entitled to future benefits2016-01-01554
Total of all active and inactive participants2016-01-011,489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,490
Number of participants with account balances2016-01-011,436
2015: THE UNIVERSITY OF CHICAGO MEDICAL CENTER CONTRIBUTORY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,309
Total number of active participants reported on line 7a of the Form 55002015-01-01918
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-01509
Total of all active and inactive participants2015-01-011,434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-011,438
Number of participants with account balances2015-01-011,366
2014: THE UNIVERSITY OF CHICAGO MEDICAL CENTER CONTRIBUTORY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,442
Total number of active participants reported on line 7a of the Form 55002014-01-01936
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-01476
Total of all active and inactive participants2014-01-011,416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-011,419
Number of participants with account balances2014-01-011,396
2013: THE UNIVERSITY OF CHICAGO MEDICAL CENTER CONTRIBUTORY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,442
Total number of active participants reported on line 7a of the Form 55002013-01-01999
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-01414
Total of all active and inactive participants2013-01-011,417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-011,419
Number of participants with account balances2013-01-011,319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE UNIVERSITY OF CHICAGO MEDICAL CENTER CONTRIBUTORY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,431
Total number of active participants reported on line 7a of the Form 55002012-01-011,055
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-01383
Total of all active and inactive participants2012-01-011,440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-011,442
Number of participants with account balances2012-01-011,331
2011: THE UNIVERSITY OF CHICAGO MEDICAL CENTER CONTRIBUTORY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,412
Total number of active participants reported on line 7a of the Form 55002011-01-011,070
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-01356
Total of all active and inactive participants2011-01-011,428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-011,431
Number of participants with account balances2011-01-011,311
2009: THE UNIVERSITY OF CHICAGO MEDICAL CENTER CONTRIBUTORY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,449
Total number of active participants reported on line 7a of the Form 55002009-01-011,063
Number of retired or separated participants receiving benefits2009-01-01239
Number of other retired or separated participants entitled to future benefits2009-01-01444
Total of all active and inactive participants2009-01-011,746
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-011,749
Number of participants with account balances2009-01-011,422

Financial Data on THE UNIVERSITY OF CHICAGO MEDICAL CENTER CONTRIBUTORY RETIREMENT PLAN

Measure Date Value
2023 : THE UNIVERSITY OF CHICAGO MEDICAL CENTER CONTRIBUTORY RETIREMENT PLAN 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$59,086,178
Total of all expenses incurred2023-12-31$13,629,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$13,534,618
Expenses. Certain deemed distributions of participant loans2023-12-31$4,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$22,252,084
Value of total assets at end of year2023-12-31$271,171,709
Value of total assets at beginning of year2023-12-31$225,715,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$90,329
Total interest from all sources2023-12-31$1,722,712
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$4,750,498
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$4,750,498
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$8,856,409
Participant contributions at end of year2023-12-31$1,419,494
Participant contributions at beginning of year2023-12-31$1,201,211
Participant contributions at end of year2023-12-31$315,563
Participant contributions at beginning of year2023-12-31$403,963
Assets. Other investments not covered elsewhere at end of year2023-12-31$2,736,002
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$262,017
Other income not declared elsewhere2023-12-31$533,635
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
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$45,456,239
Value of net assets at end of year (total assets less liabilities)2023-12-31$271,171,709
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$225,715,470
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$225,379,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$177,980,402
Value of interest in pooled separate accounts at end of year2023-12-31$5,017,110
Value of interest in pooled separate accounts at beginning of year2023-12-31$5,507,839
Interest on participant loans2023-12-31$78,142
Interest earned on other investments2023-12-31$1,644,570
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$6,405,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$6,405,040
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$35,851,948
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$33,777,363
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$30,591,087
Net investment gain/loss from pooled separate accounts2023-12-31$-763,838
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
Contributions received in cash from employer2023-12-31$13,133,658
Employer contributions (assets) at end of year2023-12-31$451,667
Employer contributions (assets) at beginning of year2023-12-31$439,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$13,534,618
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 CONTRIBUTORY RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$358,183
Total unrealized appreciation/depreciation of assets2022-12-31$358,183
Total income from all sources (including contributions)2022-12-31$-14,044,902
Total of all expenses incurred2022-12-31$13,202,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$13,112,186
Expenses. Certain deemed distributions of participant loans2022-12-31$1,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$20,596,060
Value of total assets at end of year2022-12-31$225,715,470
Value of total assets at beginning of year2022-12-31$252,963,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$89,505
Total interest from all sources2022-12-31$330,561
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,995,537
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$5,995,537
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$8,423,459
Participant contributions at end of year2022-12-31$1,201,211
Participant contributions at beginning of year2022-12-31$1,080,433
Participant contributions at end of year2022-12-31$403,963
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$175,138
Other income not declared elsewhere2022-12-31$88,385
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-27,247,797
Value of net assets at end of year (total assets less liabilities)2022-12-31$225,715,470
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$252,963,267
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$177,980,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$209,713,645
Value of interest in pooled separate accounts at end of year2022-12-31$5,507,839
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,972,398
Interest on participant loans2022-12-31$53,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$6,405,040
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$5,915,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$5,915,858
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$277,520
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$33,777,363
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$31,280,933
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$38,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-41,842,167
Net investment gain/loss from pooled separate accounts2022-12-31$428,539
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$11,997,463
Employer contributions (assets) at end of year2022-12-31$439,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$13,073,583
Contract administrator fees2022-12-31$89,505
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 CONTRIBUTORY RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$932,686
Total unrealized appreciation/depreciation of assets2021-12-31$932,686
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$43,682,703
Total of all expenses incurred2021-12-31$13,991,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$13,957,991
Expenses. Certain deemed distributions of participant loans2021-12-31$-40,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$13,243,879
Value of total assets at end of year2021-12-31$252,963,267
Value of total assets at beginning of year2021-12-31$223,272,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$74,158
Total interest from all sources2021-12-31$615,992
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,587,286
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$5,587,286
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$7,047,102
Participant contributions at end of year2021-12-31$1,080,433
Participant contributions at beginning of year2021-12-31$1,068,684
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$644,553
Other income not declared elsewhere2021-12-31$84,410
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$29,690,984
Value of net assets at end of year (total assets less liabilities)2021-12-31$252,963,267
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$223,272,283
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$209,713,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$182,071,243
Value of interest in pooled separate accounts at end of year2021-12-31$4,972,398
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,749,469
Interest on participant loans2021-12-31$61,130
Interest earned on other investments2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$5,915,858
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$6,318,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$6,318,886
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$554,862
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$31,280,933
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$30,064,001
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$932,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$22,514,382
Net investment gain/loss from pooled separate accounts2021-12-31$704,068
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$5,552,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$13,025,487
Contract administrator fees2021-12-31$74,158
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 CONTRIBUTORY RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$931,280
Total unrealized appreciation/depreciation of assets2020-12-31$931,280
Total income from all sources (including contributions)2020-12-31$38,345,964
Total of all expenses incurred2020-12-31$10,804,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$10,738,462
Expenses. Certain deemed distributions of participant loans2020-12-31$150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$11,669,369
Value of total assets at end of year2020-12-31$223,272,283
Value of total assets at beginning of year2020-12-31$195,730,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$65,887
Total interest from all sources2020-12-31$802,814
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,686,926
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$3,686,926
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
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$6,353,143
Participant contributions at end of year2020-12-31$1,068,684
Participant contributions at beginning of year2020-12-31$708,545
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$471,443
Other income not declared elsewhere2020-12-31$104,849
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$27,541,465
Value of net assets at end of year (total assets less liabilities)2020-12-31$223,272,283
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$195,730,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$182,071,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$155,392,302
Value of interest in pooled separate accounts at end of year2020-12-31$3,749,469
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,042,115
Interest on participant loans2020-12-31$50,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$6,318,886
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$6,982,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$6,982,004
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$752,517
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$30,064,001
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$28,605,852
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$126,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$21,186,699
Net investment gain/loss from pooled separate accounts2020-12-31$-35,973
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$4,844,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$10,611,729
Contract administrator fees2020-12-31$65,887
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 CONTRIBUTORY RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$880,866
Total unrealized appreciation/depreciation of assets2019-12-31$880,866
Total unrealized appreciation/depreciation of assets2019-12-31$880,866
Total income from all sources (including contributions)2019-12-31$46,731,362
Total of all expenses incurred2019-12-31$11,102,454
Total of all expenses incurred2019-12-31$11,102,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$11,040,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$11,040,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$15,865,718
Value of total assets at end of year2019-12-31$195,730,818
Value of total assets at end of year2019-12-31$195,730,818
Value of total assets at beginning of year2019-12-31$160,101,910
Value of total assets at beginning of year2019-12-31$160,101,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$61,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$61,580
Total interest from all sources2019-12-31$785,623
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,449,625
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$3,449,625
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$5,394,866
Participant contributions at end of year2019-12-31$708,545
Participant contributions at end of year2019-12-31$708,545
Participant contributions at beginning of year2019-12-31$299,739
Participant contributions at beginning of year2019-12-31$299,739
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,487,399
Other income not declared elsewhere2019-12-31$72,750
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$35,628,908
Value of net income/loss2019-12-31$35,628,908
Value of net assets at end of year (total assets less liabilities)2019-12-31$195,730,818
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$160,101,910
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$160,101,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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$155,392,302
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$155,392,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$122,105,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$122,105,925
Value of interest in pooled separate accounts at end of year2019-12-31$4,042,115
Value of interest in pooled separate accounts at end of year2019-12-31$4,042,115
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,775,337
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,775,337
Interest on participant loans2019-12-31$27,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$6,982,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$6,982,004
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$6,652,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$6,652,445
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$6,652,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$6,652,445
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$758,176
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$28,605,852
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$28,605,852
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$27,268,464
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$27,268,464
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$493,322
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$493,322
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$25,461,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$25,461,923
Net investment gain/loss from pooled separate accounts2019-12-31$214,857
Net investment gain/loss from pooled separate accounts2019-12-31$214,857
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$7,983,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,547,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,547,552
Contract administrator fees2019-12-31$61,580
Contract administrator fees2019-12-31$61,580
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
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
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 CONTRIBUTORY RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$828,267
Total unrealized appreciation/depreciation of assets2018-12-31$828,267
Total transfer of assets from this plan2018-12-31$83,411,641
Total income from all sources (including contributions)2018-12-31$79,295,247
Total of all expenses incurred2018-12-31$11,062,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$11,020,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$11,576,748
Value of total assets at end of year2018-12-31$157,994,096
Value of total assets at beginning of year2018-12-31$173,172,931
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$41,479
Total interest from all sources2018-12-31$187,815
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,519,322
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$2,519,322
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$4,197,452
Participant contributions at end of year2018-12-31$299,739
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,030,873
Other income not declared elsewhere2018-12-31$73,779,864
Administrative expenses (other) incurred2018-12-31$41,479
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
Income. Non cash contributions2018-12-31$83,708
Value of net income/loss2018-12-31$68,232,806
Value of net assets at end of year (total assets less liabilities)2018-12-31$157,994,096
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$173,172,931
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$122,701,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$137,464,975
Value of interest in pooled separate accounts at end of year2018-12-31$3,775,337
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,244,122
Interest on participant loans2018-12-31$6,715
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,949,216
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$6,700,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$6,700,067
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$181,100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$27,268,464
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$25,763,767
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$605,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,756,279
Net investment gain/loss from pooled separate accounts2018-12-31$159,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$6,264,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$10,415,698
Contract administrator fees2018-12-31$41,479
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 CONTRIBUTORY RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$807,230
Total unrealized appreciation/depreciation of assets2017-12-31$807,230
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$34,447,565
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$12,083,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$12,083,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,428,278
Value of total assets at end of year2017-12-31$173,172,931
Value of total assets at beginning of year2017-12-31$150,809,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$221,657
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,968,289
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$3,968,289
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$4,367,737
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$521,795
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$1,011
Other income not declared elsewhere2017-12-31$77,400
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$22,363,772
Value of net assets at end of year (total assets less liabilities)2017-12-31$173,172,931
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$150,809,159
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$137,464,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$114,268,023
Value of interest in pooled separate accounts at end of year2017-12-31$3,244,122
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,278,847
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts 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$6,700,067
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$7,203,506
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$7,203,506
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$221,657
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$25,763,767
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$26,058,783
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,875,927
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$17,799,811
Net investment gain/loss from pooled separate accounts2017-12-31$144,900
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$6,538,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$10,206,855
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN2017-12-31364189747
2016 : THE UNIVERSITY OF CHICAGO MEDICAL CENTER CONTRIBUTORY RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$787,165
Total unrealized appreciation/depreciation of assets2016-12-31$787,165
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$20,185,404
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$10,650,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,650,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$10,338,318
Value of total assets at end of year2016-12-31$150,809,159
Value of total assets at beginning of year2016-12-31$141,274,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$292,344
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,154,531
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$3,154,531
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$3,731,795
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$997,223
Other income not declared elsewhere2016-12-31$17,969
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$9,535,044
Value of net assets at end of year (total assets less liabilities)2016-12-31$150,809,159
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$141,274,115
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$114,268,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$105,992,430
Value of interest in pooled separate accounts at end of year2016-12-31$3,278,847
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,070,608
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$7,203,506
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$7,822,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$7,822,432
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$292,344
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$26,058,783
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$24,388,645
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,430,678
Net investment gain/loss from pooled separate accounts2016-12-31$164,399
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$5,609,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$10,650,360
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN2016-12-31364189747
2015 : THE UNIVERSITY OF CHICAGO MEDICAL CENTER CONTRIBUTORY RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$756,364
Total unrealized appreciation/depreciation of assets2015-12-31$756,364
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$10,818,936
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$8,831,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,831,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,786,453
Value of total assets at end of year2015-12-31$141,274,115
Value of total assets at beginning of year2015-12-31$139,286,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$215,240
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,867,736
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$3,867,736
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$3,457,406
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,114,933
Other income not declared elsewhere2015-12-31$128,083
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,987,451
Value of net assets at end of year (total assets less liabilities)2015-12-31$141,274,115
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$139,286,664
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$105,992,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$105,152,911
Value of interest in pooled separate accounts at end of year2015-12-31$3,070,608
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,717,172
Interest earned on other investments2015-12-31$215,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$7,822,432
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$7,574,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$7,574,036
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$24,388,645
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$23,842,545
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,160,408
Net investment gain/loss from pooled separate accounts2015-12-31$225,468
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$5,214,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,831,485
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN2015-12-31364189747
2014 : THE UNIVERSITY OF CHICAGO MEDICAL CENTER CONTRIBUTORY RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$735,922
Total unrealized appreciation/depreciation of assets2014-12-31$735,922
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$18,134,713
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,182,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,182,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,885,794
Value of total assets at end of year2014-12-31$139,286,664
Value of total assets at beginning of year2014-12-31$127,334,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$235,607
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,376,381
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$3,376,381
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$3,260,717
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$679,319
Other income not declared elsewhere2014-12-31$185,422
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$11,952,218
Value of net assets at end of year (total assets less liabilities)2014-12-31$139,286,664
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$127,334,446
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$105,152,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$93,516,318
Value of interest in pooled separate accounts at end of year2014-12-31$2,717,172
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,195,365
Interest earned on other investments2014-12-31$233,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$7,574,036
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$8,806,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$8,806,450
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2,010
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$23,842,545
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$22,816,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$4,434,991
Net investment gain/loss from pooled separate accounts2014-12-31$280,596
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$4,945,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,182,495
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN2014-12-31364189747
2013 : THE UNIVERSITY OF CHICAGO MEDICAL CENTER CONTRIBUTORY RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$692,593
Total unrealized appreciation/depreciation of assets2013-12-31$692,593
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$26,496,362
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$7,959,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,959,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,519,151
Value of total assets at end of year2013-12-31$127,334,446
Value of total assets at beginning of year2013-12-31$108,797,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$216,624
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,291,590
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$2,291,590
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$3,247,254
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$307,618
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$70,083
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$18,536,718
Value of net assets at end of year (total assets less liabilities)2013-12-31$127,334,446
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$108,797,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$93,516,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$75,555,081
Value of interest in pooled separate accounts at end of year2013-12-31$2,195,365
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,886,248
Interest earned on other investments2013-12-31$216,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$8,806,450
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$9,300,479
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$9,300,479
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$546
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$22,816,313
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$22,055,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$14,515,345
Net investment gain/loss from pooled separate accounts2013-12-31$190,976
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$4,964,279
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,959,644
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN2013-12-31364189747
2012 : THE UNIVERSITY OF CHICAGO MEDICAL CENTER CONTRIBUTORY RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$650,033
Total unrealized appreciation/depreciation of assets2012-12-31$650,033
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$18,093,556
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,883,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,883,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,015,028
Value of total assets at end of year2012-12-31$108,797,728
Value of total assets at beginning of year2012-12-31$95,588,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$202,416
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,555,983
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$1,555,983
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$3,151,109
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$110,185
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$68,858
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$55,261
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$13,209,567
Value of net assets at end of year (total assets less liabilities)2012-12-31$108,797,728
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$95,588,161
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$75,555,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$63,959,679
Value of interest in pooled separate accounts at end of year2012-12-31$1,886,248
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,587,958
Interest earned on other investments2012-12-31$201,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$9,300,479
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$9,194,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$9,194,383
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,025
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$22,055,920
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$20,564,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,451,612
Net investment gain/loss from pooled separate accounts2012-12-31$163,223
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$4,795,061
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$171,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,883,989
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN2012-12-31364189747
2011 : THE UNIVERSITY OF CHICAGO MEDICAL CENTER CONTRIBUTORY RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$608,541
Total unrealized appreciation/depreciation of assets2011-12-31$608,541
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$8,720,675
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$7,394,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,394,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,988,783
Value of total assets at end of year2011-12-31$95,588,161
Value of total assets at beginning of year2011-12-31$94,262,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$197,930
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,302,754
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$1,302,754
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$2,981,278
Participant contributions at end of year2011-12-31$110,185
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$401,050
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$40,072
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$1,325,967
Value of net assets at end of year (total assets less liabilities)2011-12-31$95,588,161
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$94,262,194
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$63,959,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$65,298,987
Value of interest in pooled separate accounts at end of year2011-12-31$1,587,958
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,259,724
Interest earned on other investments2011-12-31$196,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$9,194,383
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$8,469,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$8,469,553
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,083
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$20,564,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$19,233,930
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,594,230
Net investment gain/loss from pooled separate accounts2011-12-31$176,825
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$4,606,455
Employer contributions (assets) at end of year2011-12-31$171,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,394,708
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN2011-12-31364189747
2010 : THE UNIVERSITY OF CHICAGO MEDICAL CENTER CONTRIBUTORY RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$566,213
Total unrealized appreciation/depreciation of assets2010-12-31$566,213
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$22,987
Total income from all sources (including contributions)2010-12-31$16,088,201
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,738,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,738,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,477,248
Value of total assets at end of year2010-12-31$94,262,194
Value of total assets at beginning of year2010-12-31$80,935,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$1,176,213
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$2,899,210
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$118,392
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$22,987
Other income not declared elsewhere2010-12-31$21,128
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$13,349,462
Value of net assets at end of year (total assets less liabilities)2010-12-31$94,262,194
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$80,912,732
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$65,298,987
Value of interest in pooled separate accounts at end of year2010-12-31$1,259,724
Interest earned on other investments2010-12-31$1,176,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$8,469,553
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$80,935,719
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$80,935,719
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$19,233,930
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,708,742
Net investment gain/loss from pooled separate accounts2010-12-31$138,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,459,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,738,739
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN2010-12-31364189747

Form 5500 Responses for THE UNIVERSITY OF CHICAGO MEDICAL CENTER CONTRIBUTORY RETIREMENT PLAN

2023: THE UNIVERSITY OF CHICAGO MEDICAL CENTER CONTRIBUTORY RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE UNIVERSITY OF CHICAGO MEDICAL CENTER CONTRIBUTORY RETIREMENT PLAN 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 CONTRIBUTORY RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE UNIVERSITY OF CHICAGO MEDICAL CENTER CONTRIBUTORY RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE UNIVERSITY OF CHICAGO MEDICAL CENTER CONTRIBUTORY RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE UNIVERSITY OF CHICAGO MEDICAL CENTER CONTRIBUTORY RETIREMENT PLAN 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 CONTRIBUTORY RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2016: THE UNIVERSITY OF CHICAGO MEDICAL CENTER CONTRIBUTORY RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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 – Section 412(e)(3) insurance ContractsYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2015: THE UNIVERSITY OF CHICAGO MEDICAL CENTER CONTRIBUTORY RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2014: THE UNIVERSITY OF CHICAGO MEDICAL CENTER CONTRIBUTORY RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2013: THE UNIVERSITY OF CHICAGO MEDICAL CENTER CONTRIBUTORY RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2012: THE UNIVERSITY OF CHICAGO MEDICAL CENTER CONTRIBUTORY RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2011: THE UNIVERSITY OF CHICAGO MEDICAL CENTER CONTRIBUTORY RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2009: THE UNIVERSITY OF CHICAGO MEDICAL CENTER CONTRIBUTORY RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number100819
Policy instance 1
Insurance contract or identification number100819
Number of Individuals Covered662
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
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 number100819
Policy instance 1
Insurance contract or identification number100819
Number of Individuals Covered632
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 number100819
Policy instance 1
Insurance contract or identification number100819
Number of Individuals Covered613
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 number100819
Policy instance 1
Insurance contract or identification number100819
Number of Individuals Covered612
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 number100819
Policy instance 1
Insurance contract or identification number100819
Number of Individuals Covered613
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 number100819
Policy instance 1
Insurance contract or identification number100819
Number of Individuals Covered607
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 number100819
Policy instance 1
Insurance contract or identification number100819
Number of Individuals Covered594
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 number100819
Policy instance 1
Insurance contract or identification number100819
Number of Individuals Covered619
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 number100819
Policy instance 1
Insurance contract or identification number100819
Number of Individuals Covered638
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 number100819
Policy instance 1
Insurance contract or identification number100819
Number of Individuals Covered647
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 number100819
Policy instance 1
Insurance contract or identification number100819
Number of Individuals Covered831
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 number100819
Policy instance 1
Insurance contract or identification number100819
Number of Individuals Covered822
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 number100819
Policy instance 1
Insurance contract or identification number100819
Number of Individuals Covered823
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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

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