401k Plan data: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN plan

THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 401k Plan overview

Plan Name	THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN
Plan identification number	001

THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: THE UNIVERSITY OF CHICAGO

Employer identification number (EIN): 362177139

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01 MARIA GARCIA MARIA GARCIA 2018-10-15
001 2016-01-01 MARIA GARCIA MARIA GARCIA 2017-10-15
001 2015-01-01 MARIA GARCIA MARIA GARCIA 2016-10-17
001 2014-01-01 MICHAEL KNITTER MICHAEL KNITTER 2015-10-15
001 2014-01-01 MICHAEL KNITTER MICHAEL KNITTER 2015-10-15
001 2013-01-01 MICHAEL KNITTER MICHAEL KNITTER 2014-10-15
001 2012-01-01 MICHAEL KNITTER MICHAEL KNITTER 2013-10-15
001 2011-01-01 MICHAEL KNITTER MICHAEL KNITTER 2012-10-15
001 2010-01-01 MICHAEL KNITTER MICHAEL KNITTER 2011-10-17
001 2009-01-01 MICHAEL KNITTER MICHAEL KNITTER 2010-10-15
001 2009-01-01 MICHAEL KNITTER MICHAEL KNITTER 2010-11-03

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2018-01-01
001	2017-01-01	MARIA GARCIA	MARIA GARCIA	2018-10-15
001	2016-01-01	MARIA GARCIA	MARIA GARCIA	2017-10-15
001	2015-01-01	MARIA GARCIA	MARIA GARCIA	2016-10-17
001	2014-01-01	MICHAEL KNITTER	MICHAEL KNITTER	2015-10-15
001	2014-01-01	MICHAEL KNITTER	MICHAEL KNITTER	2015-10-15
001	2013-01-01	MICHAEL KNITTER	MICHAEL KNITTER	2014-10-15
001	2012-01-01	MICHAEL KNITTER	MICHAEL KNITTER	2013-10-15
001	2011-01-01	MICHAEL KNITTER	MICHAEL KNITTER	2012-10-15
001	2010-01-01	MICHAEL KNITTER	MICHAEL KNITTER	2011-10-17
001	2009-01-01	MICHAEL KNITTER	MICHAEL KNITTER	2010-10-15
001	2009-01-01	MICHAEL KNITTER	MICHAEL KNITTER	2010-11-03

Plan Statistics for THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN

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

Measure Date Value
2022: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 10,303
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 4,794
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 5,424
Total of all active and inactive participants 2022-01-01 10,218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 366
Total participants 2022-01-01 10,584
Number of participants with account balances 2022-01-01 10,238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 41
2021: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 9,823
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4,553
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 5,538
Total of all active and inactive participants 2021-01-01 10,091
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 372
Total participants 2021-01-01 10,463
Number of participants with account balances 2021-01-01 10,193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 26
2020: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 10,118
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4,247
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 5,602
Total of all active and inactive participants 2020-01-01 9,849
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 123
Total participants 2020-01-01 9,972
Number of participants with account balances 2020-01-01 9,856
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 29
2019: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 9,910
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4,113
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 5,866
Total of all active and inactive participants 2019-01-01 9,979
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 143
Total participants 2019-01-01 10,122
Number of participants with account balances 2019-01-01 10,023
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 46
2018: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 9,757
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3,937
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 5,804
Total of all active and inactive participants 2018-01-01 9,741
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 167
Total participants 2018-01-01 9,908
Number of participants with account balances 2018-01-01 9,829
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 67
2017: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 9,605
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4,058
Number of retired or separated participants receiving benefits 2017-01-01 60
Number of other retired or separated participants entitled to future benefits 2017-01-01 5,606
Total of all active and inactive participants 2017-01-01 9,724
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 33
Total participants 2017-01-01 9,757
Number of participants with account balances 2017-01-01 8,577
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 67
2016: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 9,483
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3,963
Number of retired or separated participants receiving benefits 2016-01-01 58
Number of other retired or separated participants entitled to future benefits 2016-01-01 5,584
Total of all active and inactive participants 2016-01-01 9,605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 36
Total participants 2016-01-01 9,641
Number of participants with account balances 2016-01-01 8,564
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 103
2015: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 13,169
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4,017
Number of retired or separated participants receiving benefits 2015-01-01 51
Number of other retired or separated participants entitled to future benefits 2015-01-01 5,415
Total of all active and inactive participants 2015-01-01 9,483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 36
Total participants 2015-01-01 9,519
Number of participants with account balances 2015-01-01 9,402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 17
2014: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 13,032
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4,555
Number of retired or separated participants receiving benefits 2014-01-01 40
Number of other retired or separated participants entitled to future benefits 2014-01-01 5,834
Total of all active and inactive participants 2014-01-01 10,429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 29
Total participants 2014-01-01 10,458
Number of participants with account balances 2014-01-01 10,361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 60
2013: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10,519
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4,799
Number of retired or separated participants receiving benefits 2013-01-01 42
Number of other retired or separated participants entitled to future benefits 2013-01-01 5,671
Total of all active and inactive participants 2013-01-01 10,512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 25
Total participants 2013-01-01 10,537
Number of participants with account balances 2013-01-01 10,216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 81
2012: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9,759
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5,029
Number of retired or separated participants receiving benefits 2012-01-01 32
Number of other retired or separated participants entitled to future benefits 2012-01-01 5,449
Total of all active and inactive participants 2012-01-01 10,510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 31
Total participants 2012-01-01 10,541
Number of participants with account balances 2012-01-01 10,187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 59
2011: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9,935
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4,447
Number of retired or separated participants receiving benefits 2011-01-01 30
Number of other retired or separated participants entitled to future benefits 2011-01-01 5,261
Total of all active and inactive participants 2011-01-01 9,738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 21
Total participants 2011-01-01 9,759
Number of participants with account balances 2011-01-01 9,759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 50
2010: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 14,238
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 7,311
Number of retired or separated participants receiving benefits 2010-01-01 91
Number of other retired or separated participants entitled to future benefits 2010-01-01 4,943
Total of all active and inactive participants 2010-01-01 12,345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 30
Total participants 2010-01-01 12,375
Number of participants with account balances 2010-01-01 9,935
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 72
2009: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8,603
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6,169
Number of retired or separated participants receiving benefits 2009-01-01 948
Number of other retired or separated participants entitled to future benefits 2009-01-01 7,117
Total of all active and inactive participants 2009-01-01 14,234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 4
Total participants 2009-01-01 14,238
Number of participants with account balances 2009-01-01 8,684
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 103

Measure	Date	Value
2022: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	10,303
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	4,794
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	5,424
Total of all active and inactive participants	2022-01-01	10,218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	366
Total participants	2022-01-01	10,584
Number of participants with account balances	2022-01-01	10,238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	41
2021: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	9,823
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4,553
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	5,538
Total of all active and inactive participants	2021-01-01	10,091
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	372
Total participants	2021-01-01	10,463
Number of participants with account balances	2021-01-01	10,193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	26
2020: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	10,118
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4,247
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	5,602
Total of all active and inactive participants	2020-01-01	9,849
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	123
Total participants	2020-01-01	9,972
Number of participants with account balances	2020-01-01	9,856
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	29
2019: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	9,910
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4,113
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	5,866
Total of all active and inactive participants	2019-01-01	9,979
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	143
Total participants	2019-01-01	10,122
Number of participants with account balances	2019-01-01	10,023
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	46
2018: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	9,757
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3,937
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	5,804
Total of all active and inactive participants	2018-01-01	9,741
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	167
Total participants	2018-01-01	9,908
Number of participants with account balances	2018-01-01	9,829
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	67
2017: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	9,605
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4,058
Number of retired or separated participants receiving benefits	2017-01-01	60
Number of other retired or separated participants entitled to future benefits	2017-01-01	5,606
Total of all active and inactive participants	2017-01-01	9,724
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	33
Total participants	2017-01-01	9,757
Number of participants with account balances	2017-01-01	8,577
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	67
2016: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	9,483
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3,963
Number of retired or separated participants receiving benefits	2016-01-01	58
Number of other retired or separated participants entitled to future benefits	2016-01-01	5,584
Total of all active and inactive participants	2016-01-01	9,605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	36
Total participants	2016-01-01	9,641
Number of participants with account balances	2016-01-01	8,564
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	103
2015: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	13,169
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4,017
Number of retired or separated participants receiving benefits	2015-01-01	51
Number of other retired or separated participants entitled to future benefits	2015-01-01	5,415
Total of all active and inactive participants	2015-01-01	9,483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	36
Total participants	2015-01-01	9,519
Number of participants with account balances	2015-01-01	9,402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	17
2014: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	13,032
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4,555
Number of retired or separated participants receiving benefits	2014-01-01	40
Number of other retired or separated participants entitled to future benefits	2014-01-01	5,834
Total of all active and inactive participants	2014-01-01	10,429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	29
Total participants	2014-01-01	10,458
Number of participants with account balances	2014-01-01	10,361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	60
2013: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10,519
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4,799
Number of retired or separated participants receiving benefits	2013-01-01	42
Number of other retired or separated participants entitled to future benefits	2013-01-01	5,671
Total of all active and inactive participants	2013-01-01	10,512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	25
Total participants	2013-01-01	10,537
Number of participants with account balances	2013-01-01	10,216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	81
2012: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9,759
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5,029
Number of retired or separated participants receiving benefits	2012-01-01	32
Number of other retired or separated participants entitled to future benefits	2012-01-01	5,449
Total of all active and inactive participants	2012-01-01	10,510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	31
Total participants	2012-01-01	10,541
Number of participants with account balances	2012-01-01	10,187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	59
2011: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9,935
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4,447
Number of retired or separated participants receiving benefits	2011-01-01	30
Number of other retired or separated participants entitled to future benefits	2011-01-01	5,261
Total of all active and inactive participants	2011-01-01	9,738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	21
Total participants	2011-01-01	9,759
Number of participants with account balances	2011-01-01	9,759
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	50
2010: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	14,238
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	7,311
Number of retired or separated participants receiving benefits	2010-01-01	91
Number of other retired or separated participants entitled to future benefits	2010-01-01	4,943
Total of all active and inactive participants	2010-01-01	12,345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	30
Total participants	2010-01-01	12,375
Number of participants with account balances	2010-01-01	9,935
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	72
2009: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8,603
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6,169
Number of retired or separated participants receiving benefits	2009-01-01	948
Number of other retired or separated participants entitled to future benefits	2009-01-01	7,117
Total of all active and inactive participants	2009-01-01	14,234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	4
Total participants	2009-01-01	14,238
Number of participants with account balances	2009-01-01	8,684
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	103

Financial Data on THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN

Measure	Date	Value
2022 : THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 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	$-336,126,894
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$118,066,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$117,667,669
Expenses. Certain deemed distributions of participant loans	2022-12-31	$3,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$113,666,155
Value of total assets at end of year	2022-12-31	$3,053,434,537
Value of total assets at beginning of year	2022-12-31	$3,507,628,189
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$395,673
Total interest from all sources	2022-12-31	$26,899,281
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$57,134,805
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	$57,134,805
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	$36,512,254
Participant contributions at end of year	2022-12-31	$3,457,916
Participant contributions at beginning of year	2022-12-31	$3,244,944
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$87,164,076
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$106,630,733
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,029,980
Other income not declared elsewhere	2022-12-31	$-13,629,983
Administrative expenses (other) incurred	2022-12-31	$323,323
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	$-454,193,652
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,053,434,537
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$3,507,628,189
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
Investment advisory and management fees	2022-12-31	$72,350
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$2,235,420,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$2,691,174,647
Value of interest in pooled separate accounts at end of year	2022-12-31	$82,228,041
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$75,859,332
Interest on participant loans	2022-12-31	$172,744
Interest earned on other investments	2022-12-31	$26,726,537
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$645,164,236
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$630,718,533
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$6,873,606
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-526,613,922
Net investment gain/loss from pooled separate accounts	2022-12-31	$6,416,770
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
Contributions received in cash from employer	2022-12-31	$76,123,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$110,794,063
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	MITCHELL & TITUS, LLP
Accountancy firm EIN	2022-12-31	132781641
2021 : THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets from this plan	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	$507,355,181
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$140,215,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$139,815,715
Expenses. Certain deemed distributions of participant loans	2021-12-31	$25,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$73,298,609
Value of total assets at end of year	2021-12-31	$3,507,628,189
Value of total assets at beginning of year	2021-12-31	$3,140,488,403
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$373,946
Total interest from all sources	2021-12-31	$22,636,077
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$59,766,949
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	$59,766,949
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
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$34,112,464
Participant contributions at end of year	2021-12-31	$3,244,944
Participant contributions at beginning of year	2021-12-31	$3,095,871
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$106,630,733
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$99,160,710
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$5,867,545
Other income not declared elsewhere	2021-12-31	$16,714,206
Administrative expenses (other) incurred	2021-12-31	$319,052
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	$367,139,786
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,507,628,189
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,140,488,403
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
Investment advisory and management fees	2021-12-31	$54,894
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$2,691,174,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,348,081,207
Value of interest in pooled separate accounts at end of year	2021-12-31	$75,859,332
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$61,959,082
Interest on participant loans	2021-12-31	$183,703
Interest earned on other investments	2021-12-31	$22,452,374
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$630,718,533
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$628,191,533
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$4,824,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$323,541,458
Net investment gain/loss from pooled separate accounts	2021-12-31	$11,397,882
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
Contributions received in cash from employer	2021-12-31	$33,318,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$134,990,834
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	MITCHELL & TITUS, LLP
Accountancy firm EIN	2021-12-31	132781641
2020 : THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 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	$426,577,588
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$98,163,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$97,789,629
Expenses. Certain deemed distributions of participant loans	2020-12-31	$2,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$64,431,486
Value of total assets at end of year	2020-12-31	$3,140,488,403
Value of total assets at beginning of year	2020-12-31	$2,812,074,498
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$371,967
Total interest from all sources	2020-12-31	$25,355,687
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$38,318,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$38,318,807
Administrative expenses professional fees incurred	2020-12-31	$55,813
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	$32,781,201
Participant contributions at end of year	2020-12-31	$3,095,871
Participant contributions at beginning of year	2020-12-31	$2,649,100
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$99,160,710
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$84,613,720
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,299,333
Other income not declared elsewhere	2020-12-31	$14,714,677
Administrative expenses (other) incurred	2020-12-31	$316,154
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	$328,413,905
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,140,488,403
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,812,074,498
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	$2,348,081,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,039,940,602
Value of interest in pooled separate accounts at end of year	2020-12-31	$61,959,082
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$70,064,088
Interest on participant loans	2020-12-31	$164,807
Interest earned on other investments	2020-12-31	$25,190,880
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$628,191,533
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$614,806,988
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$4,861,139
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$284,290,741
Net investment gain/loss from pooled separate accounts	2020-12-31	$-533,810
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
Contributions received in cash from employer	2020-12-31	$30,350,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$92,928,490
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	MITCHELL & TITUS, LLP
Accountancy firm EIN	2020-12-31	132781641
2019 : THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 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	$528,431,258
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$133,182,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$132,628,215
Expenses. Certain deemed distributions of participant loans	2019-12-31	$34,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$84,169,622
Value of total assets at end of year	2019-12-31	$2,812,074,498
Value of total assets at beginning of year	2019-12-31	$2,416,826,141
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$520,659
Total interest from all sources	2019-12-31	$25,214,116
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$35,641,475
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$35,641,475
Administrative expenses professional fees incurred	2019-12-31	$107,305
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	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$31,706,451
Participant contributions at end of year	2019-12-31	$2,649,100
Participant contributions at beginning of year	2019-12-31	$1,490,394
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$84,613,720
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$69,397,479
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,687,193
Other income not declared elsewhere	2019-12-31	$17,109,889
Administrative expenses (other) incurred	2019-12-31	$309,886
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	$395,248,357
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,812,074,498
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,416,826,141
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	$2,039,940,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,668,962,419
Value of interest in pooled separate accounts at end of year	2019-12-31	$70,064,088
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$64,413,874
Interest on participant loans	2019-12-31	$123,801
Interest earned on other investments	2019-12-31	$25,090,315
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$614,806,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$612,561,975
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$10,286,902
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$362,631,731
Net investment gain/loss from pooled separate accounts	2019-12-31	$3,664,425
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
Contributions received in cash from employer	2019-12-31	$49,775,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$122,341,313
Contract administrator fees	2019-12-31	$103,468
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
2018 : THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$359,887
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$159,927,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$159,537,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$80,993,746
Value of total assets at end of year	2018-12-31	$2,416,826,141
Value of total assets at beginning of year	2018-12-31	$2,576,394,145
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$390,485
Total interest from all sources	2018-12-31	$25,841,708
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$27,768,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$27,768,320
Administrative expenses professional fees incurred	2018-12-31	$1,663
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$30,396,329
Participant contributions at end of year	2018-12-31	$1,490,394
Participant contributions at beginning of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$69,397,479
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$7,840,553
Other income not declared elsewhere	2018-12-31	$2,440,697
Administrative expenses (other) incurred	2018-12-31	$227,245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-159,568,004
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,416,826,141
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,576,394,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$161,577
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,668,962,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,913,131,392
Value of interest in pooled separate accounts at end of year	2018-12-31	$64,413,874
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$60,730,888
Interest on participant loans	2018-12-31	$32,642
Interest earned on other investments	2018-12-31	$25,809,066
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$612,561,975
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$602,531,865
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$8,651,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-139,569,274
Net investment gain/loss from pooled separate accounts	2018-12-31	$2,884,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$42,756,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$150,885,554
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	2018-12-31	Yes
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MITCHELL & TITUS, LLP
Accountancy firm EIN	2018-12-31	132781641
2017 : THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$416,326,719
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$124,703,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$124,580,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$75,927,057
Value of total assets at end of year	2017-12-31	$2,576,394,145
Value of total assets at beginning of year	2017-12-31	$2,284,771,025
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$123,598
Total interest from all sources	2017-12-31	$24,681,753
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$43,999,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$43,999,260
Administrative expenses professional fees incurred	2017-12-31	$16,800
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$29,128,921
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$903,534
Other income not declared elsewhere	2017-12-31	$2,317,243
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$291,623,120
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,576,394,145
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,284,771,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$106,798
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,913,131,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,635,447,509
Value of interest in pooled separate accounts at end of year	2017-12-31	$60,730,888
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$57,580,671
Interest earned on other investments	2017-12-31	$24,681,753
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$602,531,865
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$591,742,845
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$6,687,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$266,831,812
Net investment gain/loss from pooled separate accounts	2017-12-31	$2,569,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$45,894,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$117,892,998
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN	2017-12-31	364189747
2016 : THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$232,924,256
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$94,182,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$94,045,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$74,835,369
Value of total assets at end of year	2016-12-31	$2,284,771,025
Value of total assets at beginning of year	2016-12-31	$2,146,029,260
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$136,804
Total interest from all sources	2016-12-31	$26,230,901
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$33,261,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$33,261,177
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$28,646,776
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$2,073,596
Other income not declared elsewhere	2016-12-31	$4,268,029
Administrative expenses (other) incurred	2016-12-31	$856
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$138,741,765
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,284,771,025
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,146,029,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$135,948
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,635,447,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,517,743,447
Value of interest in pooled separate accounts at end of year	2016-12-31	$57,580,671
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$53,370,491
Interest earned on other investments	2016-12-31	$26,230,901
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$591,742,845
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$574,915,322
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$4,714,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$91,490,946
Net investment gain/loss from pooled separate accounts	2016-12-31	$2,837,834
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$44,114,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$89,331,106
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN	2016-12-31	364189747
2015 : THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$100,910,647
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$102,833,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$102,704,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$75,968,253
Value of total assets at end of year	2015-12-31	$2,146,029,260
Value of total assets at beginning of year	2015-12-31	$2,147,951,951
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$129,096
Total interest from all sources	2015-12-31	$24,276,180
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$40,204,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$40,204,443
Administrative expenses professional fees incurred	2015-12-31	$16,800
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$28,870,400
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$5,069,671
Other income not declared elsewhere	2015-12-31	$1,604,491
Liabilities. Value of operating payables at end of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-1,922,691
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,146,029,260
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,147,951,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$111,353
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,517,743,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,531,148,515
Value of interest in pooled separate accounts at end of year	2015-12-31	$53,370,491
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$48,720,572
Interest earned on other investments	2015-12-31	$24,276,180
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$574,915,322
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$568,082,864
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$2,871,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-45,128,716
Net investment gain/loss from pooled separate accounts	2015-12-31	$3,985,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$42,028,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$99,832,431
Contract administrator fees	2015-12-31	$943
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN	2015-12-31	364189747
2014 : THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$205,268,254
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$107,382,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$107,119,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$69,128,681
Value of total assets at end of year	2014-12-31	$2,147,951,951
Value of total assets at beginning of year	2014-12-31	$2,050,066,320
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$263,567
Total interest from all sources	2014-12-31	$24,634,125
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$36,387,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$36,387,376
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$26,009,607
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$2,926,945
Other income not declared elsewhere	2014-12-31	$2,161,803
Administrative expenses (other) incurred	2014-12-31	$263,567
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$97,885,631
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,147,951,951
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,050,066,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,531,148,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,451,243,128
Value of interest in pooled separate accounts at end of year	2014-12-31	$48,720,572
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$40,322,648
Interest earned on other investments	2014-12-31	$24,634,125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$568,082,864
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$558,500,544
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$993,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$67,755,479
Net investment gain/loss from pooled separate accounts	2014-12-31	$5,200,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$40,192,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$106,125,970
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN	2014-12-31	364189747
2013 : THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$368,423,359
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$98,786,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$98,776,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$67,301,801
Value of total assets at end of year	2013-12-31	$2,050,066,320
Value of total assets at beginning of year	2013-12-31	$1,780,429,476
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$9,809
Total interest from all sources	2013-12-31	$23,192,283
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$24,279,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$24,279,306
Administrative expenses professional fees incurred	2013-12-31	$5,243
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$24,600,617
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$3,399,302
Other income not declared elsewhere	2013-12-31	$7,996,396
Administrative expenses (other) incurred	2013-12-31	$4,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$269,636,844
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,050,066,320
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,780,429,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,451,243,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,202,703,911
Value of interest in pooled separate accounts at end of year	2013-12-31	$40,322,648
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$32,724,658
Interest earned on other investments	2013-12-31	$23,192,283
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$558,500,544
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$545,000,907
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$4,180,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$242,283,698
Net investment gain/loss from pooled separate accounts	2013-12-31	$3,369,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$39,301,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$94,596,099
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN	2013-12-31	364189747
2012 : THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$244,102,926
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$88,258,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$88,205,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$64,891,056
Value of total assets at end of year	2012-12-31	$1,780,429,476
Value of total assets at beginning of year	2012-12-31	$1,624,584,585
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$52,410
Total interest from all sources	2012-12-31	$22,022,097
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$14,868,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$14,868,622
Administrative expenses professional fees incurred	2012-12-31	$2,447
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$24,136,232
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$3,015,778
Other income not declared elsewhere	2012-12-31	$6,310,980
Administrative expenses (other) incurred	2012-12-31	$49,963
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$155,844,891
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,780,429,476
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,624,584,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,202,703,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,058,326,109
Value of interest in pooled separate accounts at end of year	2012-12-31	$32,724,658
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$27,872,504
Interest earned on other investments	2012-12-31	$22,022,097
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$545,000,907
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$538,385,972
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$5,268,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$133,127,730
Net investment gain/loss from pooled separate accounts	2012-12-31	$2,882,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$37,739,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$82,937,529
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN	2012-12-31	364189747
2011 : THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$67,963,811
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$76,463,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$76,397,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$61,791,602
Value of total assets at end of year	2011-12-31	$1,624,584,585
Value of total assets at beginning of year	2011-12-31	$1,633,084,709
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$66,459
Total interest from all sources	2011-12-31	$21,589,208
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$11,895,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$11,895,664
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$22,774,764
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$3,110,449
Administrative expenses (other) incurred	2011-12-31	$66,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-8,500,124
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,624,584,585
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,633,084,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,058,326,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,085,066,136
Value of interest in pooled separate accounts at end of year	2011-12-31	$27,872,504
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$21,317,511
Interest earned on other investments	2011-12-31	$21,589,208
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$538,385,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$526,701,062
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$1,497,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-30,267,610
Net investment gain/loss from pooled separate accounts	2011-12-31	$2,954,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$35,906,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$74,899,715
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN	2011-12-31	364189747
2010 : THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$206,557,598
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$70,321,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$70,261,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$57,270,231
Value of total assets at end of year	2010-12-31	$1,633,084,709
Value of total assets at beginning of year	2010-12-31	$1,496,848,902
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$60,771
Total interest from all sources	2010-12-31	$19,906,478
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$8,755,632
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$8,755,632
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$21,967,845
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$651,263
Other income not declared elsewhere	2010-12-31	$1,055,846
Administrative expenses (other) incurred	2010-12-31	$60,771
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$136,235,807
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,633,084,709
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,496,848,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,085,066,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$964,016,712
Value of interest in pooled separate accounts at end of year	2010-12-31	$21,317,511
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$15,987,284
Interest earned on other investments	2010-12-31	$19,906,478
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$526,701,062
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$516,844,906
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$6,608,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$117,305,326
Net investment gain/loss from pooled separate accounts	2010-12-31	$2,264,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$34,651,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$63,652,451
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	WASHINGTON, PITTMAN & MCKEEVER, LLC
Accountancy firm EIN	2010-12-31	364189747
2009 : THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN

2022: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 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 UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 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 UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 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 UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
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
2018: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

100815

Policy instance

Insurance contract or identification number	100815
Number of Individuals Covered	5761
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

100815

Policy instance

Insurance contract or identification number	100815
Number of Individuals Covered	5918
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

100815

Policy instance

Insurance contract or identification number	100815
Number of Individuals Covered	5696
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

100815

Policy instance

Insurance contract or identification number	100815
Number of Individuals Covered	5906
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

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

Policy contract number

100815

Policy instance

Insurance contract or identification number	100815
Number of Individuals Covered	6001
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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

100815

Policy instance

Insurance contract or identification number	100815
Number of Individuals Covered	5800
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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

100815

Policy instance

Insurance contract or identification number	100815
Number of Individuals Covered	5968
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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?	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 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

100815

Policy instance

Insurance contract or identification number	100815
Number of Individuals Covered	6025
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
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?	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 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

100815

Policy instance

Insurance contract or identification number	100815
Number of Individuals Covered	6107
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
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?	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 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

100815

Policy instance

Insurance contract or identification number	100815
Number of Individuals Covered	7487
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
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?	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 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

100815

Policy instance

Insurance contract or identification number	100815
Number of Individuals Covered	7347
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
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?	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 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

100815

Policy instance

Insurance contract or identification number	100815
Number of Individuals Covered	7212
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
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?	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 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 UNIVERSITY OF CHICAGO
Employer identification number (EIN):	362177139
NAIC Classification:	611000