401k Plan data: THE ART INSTITUTE OF CHICAGO TAX DEFERRED SAVINGS PROGRAM plan

THE ART INSTITUTE OF CHICAGO TAX DEFERRED SAVINGS PROGRAM 401k Plan overview

Plan Name	THE ART INSTITUTE OF CHICAGO TAX DEFERRED SAVINGS PROGRAM
Plan identification number	004

THE ART INSTITUTE OF CHICAGO TAX DEFERRED SAVINGS PROGRAM Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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 ART INSTITUTE OF CHICAGO has sponsored the creation of one or more 401k plans.

Company Name: THE ART INSTITUTE OF CHICAGO

Employer identification number (EIN): 362167725

NAIC Classification: 712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Additional information about THE ART INSTITUTE OF CHICAGO

Jurisdiction of Incorporation: Oklahoma Secretary Of State

Incorporation Date:

Company Identification Number: 4312273123

More information about THE ART INSTITUTE OF CHICAGO

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ART INSTITUTE OF CHICAGO TAX DEFERRED SAVINGS PROGRAM

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2019-01-01

Plan Statistics for THE ART INSTITUTE OF CHICAGO TAX DEFERRED SAVINGS PROGRAM

401k plan membership statisitcs for THE ART INSTITUTE OF CHICAGO TAX DEFERRED SAVINGS PROGRAM

Measure Date Value
2022: THE ART INSTITUTE OF CHICAGO TAX DEFERRED SAVINGS PROGRAM 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,456
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,855
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 91
Total of all active and inactive participants 2022-01-01 1,946
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 5
Total participants 2022-01-01 1,951
Number of participants with account balances 2022-01-01 302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE ART INSTITUTE OF CHICAGO TAX DEFERRED SAVINGS PROGRAM 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,395
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,440
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 16
Total of all active and inactive participants 2021-01-01 1,456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,456
Number of participants with account balances 2021-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE ART INSTITUTE OF CHICAGO TAX DEFERRED SAVINGS PROGRAM 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2,051
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,386
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 9
Total of all active and inactive participants 2020-01-01 1,395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1,395
Number of participants with account balances 2020-01-01 312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE ART INSTITUTE OF CHICAGO TAX DEFERRED SAVINGS PROGRAM 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2,345
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,976
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 75
Total of all active and inactive participants 2019-01-01 2,051
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2,051
Number of participants with account balances 2019-01-01 333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2022: THE ART INSTITUTE OF CHICAGO TAX DEFERRED SAVINGS PROGRAM 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,456
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,855
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	91
Total of all active and inactive participants	2022-01-01	1,946
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	5
Total participants	2022-01-01	1,951
Number of participants with account balances	2022-01-01	302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE ART INSTITUTE OF CHICAGO TAX DEFERRED SAVINGS PROGRAM 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,395
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,440
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	16
Total of all active and inactive participants	2021-01-01	1,456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,456
Number of participants with account balances	2021-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE ART INSTITUTE OF CHICAGO TAX DEFERRED SAVINGS PROGRAM 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2,051
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,386
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	9
Total of all active and inactive participants	2020-01-01	1,395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1,395
Number of participants with account balances	2020-01-01	312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE ART INSTITUTE OF CHICAGO TAX DEFERRED SAVINGS PROGRAM 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2,345
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,976
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	75
Total of all active and inactive participants	2019-01-01	2,051
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2,051
Number of participants with account balances	2019-01-01	333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on THE ART INSTITUTE OF CHICAGO TAX DEFERRED SAVINGS PROGRAM

Measure	Date	Value
2022 : THE ART INSTITUTE OF CHICAGO TAX DEFERRED SAVINGS PROGRAM 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-2,702,131
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,029,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,028,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$145,563
Value of total assets at end of year	2022-12-31	$15,412,083
Value of total assets at beginning of year	2022-12-31	$19,144,152
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$1,731
Total interest from all sources	2022-12-31	$130,849
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$54,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$54,229
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$145,563
Participant contributions at end of year	2022-12-31	$498
Participant contributions at beginning of year	2022-12-31	$1,294
Administrative expenses (other) incurred	2022-12-31	$1,731
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,732,069
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$15,412,083
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$19,144,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$10,825,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$14,763,066
Value of interest in pooled separate accounts at end of year	2022-12-31	$792,206
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$766,007
Interest earned on other investments	2022-12-31	$130,849
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$3,794,021
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$3,613,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,109,591
Net investment gain/loss from pooled separate accounts	2022-12-31	$76,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,028,207
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	GRANT THORNTON, LLP
Accountancy firm EIN	2022-12-31	366055558
2021 : THE ART INSTITUTE OF CHICAGO TAX DEFERRED SAVINGS PROGRAM 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,658,356
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,661,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,659,665
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$126,749
Value of total assets at end of year	2021-12-31	$19,144,152
Value of total assets at beginning of year	2021-12-31	$18,147,034
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,573
Total interest from all sources	2021-12-31	$120,453
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$67,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$67,585
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$126,749
Participant contributions at beginning of year	2021-12-31	$0
Participant contributions at end of year	2021-12-31	$1,294
Administrative expenses (other) incurred	2021-12-31	$1,573
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$997,118
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$19,144,152
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$18,147,034
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$14,763,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$13,089,649
Value of interest in pooled separate accounts at end of year	2021-12-31	$766,007
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$714,422
Interest earned on other investments	2021-12-31	$120,453
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$3,613,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$4,342,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,221,081
Net investment gain/loss from pooled separate accounts	2021-12-31	$122,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,659,665
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	GRANT THORNTON, LLP
Accountancy firm EIN	2021-12-31	366055558
2020 : THE ART INSTITUTE OF CHICAGO TAX DEFERRED SAVINGS PROGRAM 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,555,680
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$663,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$662,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$133,412
Value of total assets at end of year	2020-12-31	$18,147,034
Value of total assets at beginning of year	2020-12-31	$16,254,590
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,164
Total interest from all sources	2020-12-31	$143,792
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$26,225
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$26,225
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$133,412
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$426
Participant contributions at beginning of year	2020-12-31	$160
Administrative expenses (other) incurred	2020-12-31	$1,164
Total non interest bearing cash at beginning of year	2020-12-31	$8,948
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,892,444
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$18,147,034
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$16,254,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$13,089,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$11,040,958
Value of interest in pooled separate accounts at end of year	2020-12-31	$714,422
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$911,029
Interest earned on other investments	2020-12-31	$143,792
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$4,342,963
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$4,293,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,260,698
Net investment gain/loss from pooled separate accounts	2020-12-31	$-8,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$662,072
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	GRANT THORNTON, LLP
Accountancy firm EIN	2020-12-31	366055558
2019 : THE ART INSTITUTE OF CHICAGO TAX DEFERRED SAVINGS PROGRAM 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,789,068
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,288,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,279,343
Expenses. Certain deemed distributions of participant loans	2019-12-31	$8,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$103,628
Value of total assets at end of year	2019-12-31	$16,254,590
Value of total assets at beginning of year	2019-12-31	$14,754,229
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,060
Total interest from all sources	2019-12-31	$136,271
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$30,700
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$30,700
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$103,628
Participant contributions at end of year	2019-12-31	$426
Participant contributions at beginning of year	2019-12-31	$8,009
Participant contributions at end of year	2019-12-31	$160
Other income not declared elsewhere	2019-12-31	$426
Administrative expenses (other) incurred	2019-12-31	$1,060
Total non interest bearing cash at end of year	2019-12-31	$8,948
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,500,361
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$16,254,590
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$14,754,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$11,040,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$9,937,351
Value of interest in pooled separate accounts at end of year	2019-12-31	$911,029
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$832,329
Interest on participant loans	2019-12-31	$465
Interest earned on other investments	2019-12-31	$135,806
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$4,293,069
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$3,976,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,471,209
Net investment gain/loss from pooled separate accounts	2019-12-31	$46,834
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,279,343
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MITCHELL & TITUS, LLP
Accountancy firm EIN	2019-12-31	132781641

Form 5500 Responses for THE ART INSTITUTE OF CHICAGO TAX DEFERRED SAVINGS PROGRAM

2022: THE ART INSTITUTE OF CHICAGO TAX DEFERRED SAVINGS PROGRAM 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE ART INSTITUTE OF CHICAGO TAX DEFERRED SAVINGS PROGRAM 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE ART INSTITUTE OF CHICAGO TAX DEFERRED SAVINGS PROGRAM 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE ART INSTITUTE OF CHICAGO TAX DEFERRED SAVINGS PROGRAM 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	First time form 5500 has been submitted	Yes
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150947

Policy instance

Insurance contract or identification number	150947
Number of Individuals Covered	224
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150947

Policy instance

Insurance contract or identification number	150947
Number of Individuals Covered	234
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150947

Policy instance

Insurance contract or identification number	150947
Number of Individuals Covered	243
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

150947

Policy instance

Insurance contract or identification number	150947
Number of Individuals Covered	254
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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Company Name:	THE ART INSTITUTE OF CHICAGO
Employer identification number (EIN):	362167725
NAIC Classification:	712100
NAIC Description:	Museums, Historical Sites, and Similar Institutions

Jurisdiction of Incorporation:	Oklahoma Secretary Of State
Incorporation Date:
Company Identification Number:	4312273123