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THE UNIVERSITY OF CHICAGO MEDICAL CENTER LONG TERM DISABILITY PLAN 401k Plan overview

Plan NameTHE UNIVERSITY OF CHICAGO MEDICAL CENTER LONG TERM DISABILITY PLAN
Plan identification number 509

THE UNIVERSITY OF CHICAGO MEDICAL CENTER LONG TERM DISABILITY PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Long-term disability cover

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 LONG TERM DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5092021-07-01
5092020-07-01
5092019-07-01
5092018-07-01
5092017-07-01
5092016-07-01BOB HANLEY
5092015-07-01BOB HANLEY
5092014-07-01BOB HANLEY
5092013-07-01BOB HANLEY
5092012-07-01BOB HANLEY
5092011-07-01TERRY SOLEM
5092010-07-01TERRY SOLEM
5092009-07-01JOSEPH PULICHENE
5092008-07-01LARRY A. CALLAHAN

Plan Statistics for THE UNIVERSITY OF CHICAGO MEDICAL CENTER LONG TERM DISABILITY PLAN

401k plan membership statisitcs for THE UNIVERSITY OF CHICAGO MEDICAL CENTER LONG TERM DISABILITY PLAN

Measure Date Value
2021: THE UNIVERSITY OF CHICAGO MEDICAL CENTER LONG TERM DISABILITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-0110,088
Total number of active participants reported on line 7a of the Form 55002021-07-0110,999
Number of retired or separated participants receiving benefits2021-07-010
Total of all active and inactive participants2021-07-0110,999
2020: THE UNIVERSITY OF CHICAGO MEDICAL CENTER LONG TERM DISABILITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-0110,081
Total number of active participants reported on line 7a of the Form 55002020-07-0110,087
Number of retired or separated participants receiving benefits2020-07-011
Total of all active and inactive participants2020-07-0110,088
2019: THE UNIVERSITY OF CHICAGO MEDICAL CENTER LONG TERM DISABILITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-018,231
Total number of active participants reported on line 7a of the Form 55002019-07-0110,080
Number of retired or separated participants receiving benefits2019-07-011
Total of all active and inactive participants2019-07-0110,081
2018: THE UNIVERSITY OF CHICAGO MEDICAL CENTER LONG TERM DISABILITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-016,328
Total number of active participants reported on line 7a of the Form 55002018-07-018,230
Number of retired or separated participants receiving benefits2018-07-011
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-018,231
2017: THE UNIVERSITY OF CHICAGO MEDICAL CENTER LONG TERM DISABILITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-016,124
Total number of active participants reported on line 7a of the Form 55002017-07-016,313
Number of retired or separated participants receiving benefits2017-07-0115
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-016,328
2016: THE UNIVERSITY OF CHICAGO MEDICAL CENTER LONG TERM DISABILITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-015,942
Total number of active participants reported on line 7a of the Form 55002016-07-016,087
Number of retired or separated participants receiving benefits2016-07-0137
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-016,124
2015: THE UNIVERSITY OF CHICAGO MEDICAL CENTER LONG TERM DISABILITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-015,569
Total number of active participants reported on line 7a of the Form 55002015-07-015,909
Number of retired or separated participants receiving benefits2015-07-0133
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-015,942
2014: THE UNIVERSITY OF CHICAGO MEDICAL CENTER LONG TERM DISABILITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-015,318
Total number of active participants reported on line 7a of the Form 55002014-07-015,569
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-015,569
2013: THE UNIVERSITY OF CHICAGO MEDICAL CENTER LONG TERM DISABILITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-015,440
Total number of active participants reported on line 7a of the Form 55002013-07-015,318
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-015,318
2012: THE UNIVERSITY OF CHICAGO MEDICAL CENTER LONG TERM DISABILITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-015,317
Total number of active participants reported on line 7a of the Form 55002012-07-015,440
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-015,440
2011: THE UNIVERSITY OF CHICAGO MEDICAL CENTER LONG TERM DISABILITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-014,962
Total number of active participants reported on line 7a of the Form 55002011-07-015,253
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-015,253
2010: THE UNIVERSITY OF CHICAGO MEDICAL CENTER LONG TERM DISABILITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-015,155
Total number of active participants reported on line 7a of the Form 55002010-07-015,123
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-010
Total of all active and inactive participants2010-07-015,123
2009: THE UNIVERSITY OF CHICAGO MEDICAL CENTER LONG TERM DISABILITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-014,920
Total number of active participants reported on line 7a of the Form 55002009-07-015,155
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-015,155
2008: THE UNIVERSITY OF CHICAGO MEDICAL CENTER LONG TERM DISABILITY PLAN 2008 401k membership
Total participants, beginning-of-year2008-07-015,413
Total number of active participants reported on line 7a of the Form 55002008-07-014,920
Number of retired or separated participants receiving benefits2008-07-010
Number of other retired or separated participants entitled to future benefits2008-07-010
Total of all active and inactive participants2008-07-014,920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-07-010
Total participants2008-07-014,920
Number of participants with account balances2008-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-07-010
Number of employers contributing to the scheme2008-07-010

Financial Data on THE UNIVERSITY OF CHICAGO MEDICAL CENTER LONG TERM DISABILITY PLAN

Measure Date Value
2019 : THE UNIVERSITY OF CHICAGO MEDICAL CENTER LONG TERM DISABILITY PLAN 2019 401k financial data
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30No
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Did the plan have assets held for investment2019-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No

Form 5500 Responses for THE UNIVERSITY OF CHICAGO MEDICAL CENTER LONG TERM DISABILITY PLAN

2021: THE UNIVERSITY OF CHICAGO MEDICAL CENTER LONG TERM DISABILITY PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: THE UNIVERSITY OF CHICAGO MEDICAL CENTER LONG TERM DISABILITY PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: THE UNIVERSITY OF CHICAGO MEDICAL CENTER LONG TERM DISABILITY PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: THE UNIVERSITY OF CHICAGO MEDICAL CENTER LONG TERM DISABILITY PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: THE UNIVERSITY OF CHICAGO MEDICAL CENTER LONG TERM DISABILITY PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: THE UNIVERSITY OF CHICAGO MEDICAL CENTER LONG TERM DISABILITY PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: THE UNIVERSITY OF CHICAGO MEDICAL CENTER LONG TERM DISABILITY PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: THE UNIVERSITY OF CHICAGO MEDICAL CENTER LONG TERM DISABILITY PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: THE UNIVERSITY OF CHICAGO MEDICAL CENTER LONG TERM DISABILITY PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: THE UNIVERSITY OF CHICAGO MEDICAL CENTER LONG TERM DISABILITY PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: THE UNIVERSITY OF CHICAGO MEDICAL CENTER LONG TERM DISABILITY PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: THE UNIVERSITY OF CHICAGO MEDICAL CENTER LONG TERM DISABILITY PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: THE UNIVERSITY OF CHICAGO MEDICAL CENTER LONG TERM DISABILITY PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes
2008: THE UNIVERSITY OF CHICAGO MEDICAL CENTER LONG TERM DISABILITY PLAN 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedNo
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo
2008-07-01Plan funding arrangement – InsuranceYes
2008-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0151516
Policy instance 1
Insurance contract or identification number0151516
Number of Individuals Covered8354
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $60,859
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,853,128
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees44362
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0151516
Policy instance 1
Insurance contract or identification number0151516
Number of Individuals Covered8198
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $66,423
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,582,338
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees66423
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0151516
Policy instance 1
Insurance contract or identification number0151516
Number of Individuals Covered7259
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $46,398
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,114,823
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees46398
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION & NON-MONETARY COMPENSATION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0151516
Policy instance 1
Insurance contract or identification number0151516
Number of Individuals Covered6512
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $41,970
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,067,233
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees41970
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION & NON-MONETARY COMPENSATION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0151516
Policy instance 1
Insurance contract or identification number0151516
Number of Individuals Covered6404
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $45,384
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $2,451,801
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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