401k Plan data: THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PROGRAM plan

THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PROGRAM 401k Plan overview

Plan Name	THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PROGRAM
Plan identification number	007

THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PROGRAM Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
007 2022-01-01
007 2021-01-01
007 2020-01-01
007 2019-01-01
007 2018-01-01
007 2018-01-01
007 2017-01-01 MARIA GARCIA MARIA GARCIA 2018-10-15
007 2016-01-01 MARIA GARCIA MARIA GARCIA 2017-10-15
007 2015-01-01 MARIA GARCIA MARIA GARCIA 2016-10-17
007 2014-01-01 MICHAEL KNITTER MICHAEL KNITTER 2015-10-15
007 2013-01-01 MICHAEL KNITTER MICHAEL KNITTER 2014-10-15
007 2012-01-01 MICHAEL KNITTER MICHAEL KNITTER 2013-10-15
007 2011-01-01 MICHAEL KNITTER MICHAEL KNITTER 2012-10-15
007 2010-01-01 MICHAEL KNITTER MICHAEL KNITTER 2011-10-17
007 2009-01-01 MIKE KNITTER MIKE KNITTER 2010-11-03
007 2009-01-01 MIKE KNITTER MIKE KNITTER 2010-10-15
007 2009-01-01 MIKE KNITTER 2010-11-03

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
007	2022-01-01
007	2021-01-01
007	2020-01-01
007	2019-01-01
007	2018-01-01
007	2018-01-01
007	2017-01-01	MARIA GARCIA	MARIA GARCIA	2018-10-15
007	2016-01-01	MARIA GARCIA	MARIA GARCIA	2017-10-15
007	2015-01-01	MARIA GARCIA	MARIA GARCIA	2016-10-17
007	2014-01-01	MICHAEL KNITTER	MICHAEL KNITTER	2015-10-15
007	2013-01-01	MICHAEL KNITTER	MICHAEL KNITTER	2014-10-15
007	2012-01-01	MICHAEL KNITTER	MICHAEL KNITTER	2013-10-15
007	2011-01-01	MICHAEL KNITTER	MICHAEL KNITTER	2012-10-15
007	2010-01-01	MICHAEL KNITTER	MICHAEL KNITTER	2011-10-17
007	2009-01-01	MIKE KNITTER	MIKE KNITTER	2010-11-03
007	2009-01-01	MIKE KNITTER	MIKE KNITTER	2010-10-15
007	2009-01-01		MIKE KNITTER	2010-11-03

Plan Statistics for THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PROGRAM

401k plan membership statisitcs for THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PROGRAM

Measure Date Value
2022: THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PROGRAM 2022 401k membership
Total participants, beginning-of-year 2022-01-01 12,149
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 8,252
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 4,299
Total of all active and inactive participants 2022-01-01 12,551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 232
Total participants 2022-01-01 12,783
Number of participants with account balances 2022-01-01 12,314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PROGRAM 2021 401k membership
Total participants, beginning-of-year 2021-01-01 11,653
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 7,858
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 4,221
Total of all active and inactive participants 2021-01-01 12,079
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 212
Total participants 2021-01-01 12,291
Number of participants with account balances 2021-01-01 11,878
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PROGRAM 2020 401k membership
Total participants, beginning-of-year 2020-01-01 12,003
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 7,497
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 4,143
Total of all active and inactive participants 2020-01-01 11,640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 74
Total participants 2020-01-01 11,714
Number of participants with account balances 2020-01-01 11,452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PROGRAM 2019 401k membership
Total participants, beginning-of-year 2019-01-01 11,291
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 7,002
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 4,930
Total of all active and inactive participants 2019-01-01 11,932
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 74
Total participants 2019-01-01 12,006
Number of participants with account balances 2019-01-01 11,770
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PROGRAM 2018 401k membership
Total participants, beginning-of-year 2018-01-01 11,281
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6,512
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 4,705
Total of all active and inactive participants 2018-01-01 11,217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 80
Total participants 2018-01-01 11,297
Number of participants with account balances 2018-01-01 11,062
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PROGRAM 2017 401k membership
Total participants, beginning-of-year 2017-01-01 10,599
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6,291
Number of retired or separated participants receiving benefits 2017-01-01 119
Number of other retired or separated participants entitled to future benefits 2017-01-01 4,826
Total of all active and inactive participants 2017-01-01 11,236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 45
Total participants 2017-01-01 11,281
Number of participants with account balances 2017-01-01 8,975
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PROGRAM 2016 401k membership
Total participants, beginning-of-year 2016-01-01 11,591
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5,830
Number of retired or separated participants receiving benefits 2016-01-01 114
Number of other retired or separated participants entitled to future benefits 2016-01-01 4,655
Total of all active and inactive participants 2016-01-01 10,599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 44
Total participants 2016-01-01 10,643
Number of participants with account balances 2016-01-01 8,547
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PROGRAM 2015 401k membership
Total participants, beginning-of-year 2015-01-01 10,993
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5,197
Number of retired or separated participants receiving benefits 2015-01-01 635
Number of other retired or separated participants entitled to future benefits 2015-01-01 5,759
Total of all active and inactive participants 2015-01-01 11,591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 42
Total participants 2015-01-01 11,633
Number of participants with account balances 2015-01-01 9,368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PROGRAM 2014 401k membership
Total participants, beginning-of-year 2014-01-01 15,409
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5,903
Number of retired or separated participants receiving benefits 2014-01-01 96
Number of other retired or separated participants entitled to future benefits 2014-01-01 4,972
Total of all active and inactive participants 2014-01-01 10,971
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 35
Total participants 2014-01-01 11,006
Number of participants with account balances 2014-01-01 10,776
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PROGRAM 2013 401k membership
Total participants, beginning-of-year 2013-01-01 10,570
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6,328
Number of retired or separated participants receiving benefits 2013-01-01 99
Number of other retired or separated participants entitled to future benefits 2013-01-01 4,922
Total of all active and inactive participants 2013-01-01 11,349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 33
Total participants 2013-01-01 11,382
Number of participants with account balances 2013-01-01 10,649
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PROGRAM 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10,041
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6,484
Number of retired or separated participants receiving benefits 2012-01-01 91
Number of other retired or separated participants entitled to future benefits 2012-01-01 4,690
Total of all active and inactive participants 2012-01-01 11,265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 41
Total participants 2012-01-01 11,306
Number of participants with account balances 2012-01-01 10,570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PROGRAM 2011 401k membership
Total participants, beginning-of-year 2011-01-01 12,058
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5,455
Number of retired or separated participants receiving benefits 2011-01-01 94
Number of other retired or separated participants entitled to future benefits 2011-01-01 4,465
Total of all active and inactive participants 2011-01-01 10,014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 27
Total participants 2011-01-01 10,041
Number of participants with account balances 2011-01-01 10,041
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PROGRAM 2010 401k membership
Total participants, beginning-of-year 2010-01-01 25,805
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 7,802
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 4,136
Total of all active and inactive participants 2010-01-01 12,029
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 29
Total participants 2010-01-01 12,058
Number of participants with account balances 2010-01-01 10,490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PROGRAM 2009 401k membership
Total participants, beginning-of-year 2009-01-01 23,038
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 19,172
Number of retired or separated participants receiving benefits 2009-01-01 485
Number of other retired or separated participants entitled to future benefits 2009-01-01 6,137
Total of all active and inactive participants 2009-01-01 25,794
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 11
Total participants 2009-01-01 25,805
Number of participants with account balances 2009-01-01 8,472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PROGRAM 2022 401k membership
Total participants, beginning-of-year	2022-01-01	12,149
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	8,252
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	4,299
Total of all active and inactive participants	2022-01-01	12,551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	232
Total participants	2022-01-01	12,783
Number of participants with account balances	2022-01-01	12,314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PROGRAM 2021 401k membership
Total participants, beginning-of-year	2021-01-01	11,653
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	7,858
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	4,221
Total of all active and inactive participants	2021-01-01	12,079
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	212
Total participants	2021-01-01	12,291
Number of participants with account balances	2021-01-01	11,878
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PROGRAM 2020 401k membership
Total participants, beginning-of-year	2020-01-01	12,003
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	7,497
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	4,143
Total of all active and inactive participants	2020-01-01	11,640
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	74
Total participants	2020-01-01	11,714
Number of participants with account balances	2020-01-01	11,452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PROGRAM 2019 401k membership
Total participants, beginning-of-year	2019-01-01	11,291
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	7,002
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	4,930
Total of all active and inactive participants	2019-01-01	11,932
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	74
Total participants	2019-01-01	12,006
Number of participants with account balances	2019-01-01	11,770
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PROGRAM 2018 401k membership
Total participants, beginning-of-year	2018-01-01	11,281
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6,512
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	4,705
Total of all active and inactive participants	2018-01-01	11,217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	80
Total participants	2018-01-01	11,297
Number of participants with account balances	2018-01-01	11,062
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PROGRAM 2017 401k membership
Total participants, beginning-of-year	2017-01-01	10,599
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6,291
Number of retired or separated participants receiving benefits	2017-01-01	119
Number of other retired or separated participants entitled to future benefits	2017-01-01	4,826
Total of all active and inactive participants	2017-01-01	11,236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	45
Total participants	2017-01-01	11,281
Number of participants with account balances	2017-01-01	8,975
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PROGRAM 2016 401k membership
Total participants, beginning-of-year	2016-01-01	11,591
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5,830
Number of retired or separated participants receiving benefits	2016-01-01	114
Number of other retired or separated participants entitled to future benefits	2016-01-01	4,655
Total of all active and inactive participants	2016-01-01	10,599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	44
Total participants	2016-01-01	10,643
Number of participants with account balances	2016-01-01	8,547
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PROGRAM 2015 401k membership
Total participants, beginning-of-year	2015-01-01	10,993
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5,197
Number of retired or separated participants receiving benefits	2015-01-01	635
Number of other retired or separated participants entitled to future benefits	2015-01-01	5,759
Total of all active and inactive participants	2015-01-01	11,591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	42
Total participants	2015-01-01	11,633
Number of participants with account balances	2015-01-01	9,368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PROGRAM 2014 401k membership
Total participants, beginning-of-year	2014-01-01	15,409
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5,903
Number of retired or separated participants receiving benefits	2014-01-01	96
Number of other retired or separated participants entitled to future benefits	2014-01-01	4,972
Total of all active and inactive participants	2014-01-01	10,971
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	35
Total participants	2014-01-01	11,006
Number of participants with account balances	2014-01-01	10,776
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PROGRAM 2013 401k membership
Total participants, beginning-of-year	2013-01-01	10,570
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6,328
Number of retired or separated participants receiving benefits	2013-01-01	99
Number of other retired or separated participants entitled to future benefits	2013-01-01	4,922
Total of all active and inactive participants	2013-01-01	11,349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	33
Total participants	2013-01-01	11,382
Number of participants with account balances	2013-01-01	10,649
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PROGRAM 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10,041
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6,484
Number of retired or separated participants receiving benefits	2012-01-01	91
Number of other retired or separated participants entitled to future benefits	2012-01-01	4,690
Total of all active and inactive participants	2012-01-01	11,265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	41
Total participants	2012-01-01	11,306
Number of participants with account balances	2012-01-01	10,570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PROGRAM 2011 401k membership
Total participants, beginning-of-year	2011-01-01	12,058
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5,455
Number of retired or separated participants receiving benefits	2011-01-01	94
Number of other retired or separated participants entitled to future benefits	2011-01-01	4,465
Total of all active and inactive participants	2011-01-01	10,014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	27
Total participants	2011-01-01	10,041
Number of participants with account balances	2011-01-01	10,041
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PROGRAM 2010 401k membership
Total participants, beginning-of-year	2010-01-01	25,805
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	7,802
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	4,136
Total of all active and inactive participants	2010-01-01	12,029
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	29
Total participants	2010-01-01	12,058
Number of participants with account balances	2010-01-01	10,490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PROGRAM 2009 401k membership
Total participants, beginning-of-year	2009-01-01	23,038
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	19,172
Number of retired or separated participants receiving benefits	2009-01-01	485
Number of other retired or separated participants entitled to future benefits	2009-01-01	6,137
Total of all active and inactive participants	2009-01-01	25,794
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	11
Total participants	2009-01-01	25,805
Number of participants with account balances	2009-01-01	8,472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PROGRAM

Measure	Date	Value
2022 : THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PROGRAM 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-150,625,276
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$51,916,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$51,533,106
Expenses. Certain deemed distributions of participant loans	2022-12-31	$71,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$77,240,153
Value of total assets at end of year	2022-12-31	$1,486,612,106
Value of total assets at beginning of year	2022-12-31	$1,689,153,662
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$312,145
Total interest from all sources	2022-12-31	$8,860,732
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$34,618,887
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	$34,618,887
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	$64,388,564
Participant contributions at end of year	2022-12-31	$2,459,957
Participant contributions at beginning of year	2022-12-31	$2,292,338
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$43,532,583
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$53,255,213
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$12,851,589
Other income not declared elsewhere	2022-12-31	$-8,354,218
Administrative expenses (other) incurred	2022-12-31	$303,848
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	$-202,541,556
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,486,612,106
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,689,153,662
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	$8,297
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$1,136,627,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,339,598,585
Value of interest in pooled separate accounts at end of year	2022-12-31	$49,072,252
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$44,853,396
Interest on participant loans	2022-12-31	$125,356
Interest earned on other investments	2022-12-31	$8,735,376
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$254,919,625
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$249,154,130
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$978,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-266,742,116
Net investment gain/loss from pooled separate accounts	2022-12-31	$3,751,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$50,554,233
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 SUPPLEMENTAL RETIREMENT PROGRAM 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$276,400,056
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$62,715,104
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$62,357,383
Expenses. Certain deemed distributions of participant loans	2021-12-31	$42,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$68,205,583
Value of total assets at end of year	2021-12-31	$1,689,153,662
Value of total assets at beginning of year	2021-12-31	$1,475,468,710
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$315,049
Total interest from all sources	2021-12-31	$7,659,576
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$36,341,669
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	$36,341,669
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$60,307,847
Participant contributions at end of year	2021-12-31	$2,292,338
Participant contributions at beginning of year	2021-12-31	$2,030,741
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$53,255,213
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$46,126,638
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$7,897,736
Other income not declared elsewhere	2021-12-31	$7,979,615
Administrative expenses (other) incurred	2021-12-31	$289,151
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	$213,684,952
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,689,153,662
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,475,468,710
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	$25,898
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,339,598,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,140,422,849
Value of interest in pooled separate accounts at end of year	2021-12-31	$44,853,396
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$36,260,439
Interest on participant loans	2021-12-31	$128,415
Interest earned on other investments	2021-12-31	$7,531,161
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$249,154,130
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$250,628,043
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$1,864,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$149,554,394
Net investment gain/loss from pooled separate accounts	2021-12-31	$6,659,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$60,492,631
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 SUPPLEMENTAL RETIREMENT PROGRAM 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$233,232,133
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$46,327,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$45,993,616
Expenses. Certain deemed distributions of participant loans	2020-12-31	$25,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$63,443,978
Value of total assets at end of year	2020-12-31	$1,475,468,710
Value of total assets at beginning of year	2020-12-31	$1,288,563,853
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$308,173
Total interest from all sources	2020-12-31	$8,094,848
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$23,099,254
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	$23,099,254
Administrative expenses professional fees incurred	2020-12-31	$25,494
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	$56,717,350
Participant contributions at end of year	2020-12-31	$2,030,741
Participant contributions at beginning of year	2020-12-31	$1,558,172
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$46,126,638
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$38,400,723
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$6,726,628
Other income not declared elsewhere	2020-12-31	$6,892,426
Administrative expenses (other) incurred	2020-12-31	$282,679
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	$186,904,857
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,475,468,710
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,288,563,853
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	$1,140,422,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$976,885,232
Value of interest in pooled separate accounts at end of year	2020-12-31	$36,260,439
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$38,587,612
Interest on participant loans	2020-12-31	$95,323
Interest earned on other investments	2020-12-31	$7,999,525
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$250,628,043
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$233,132,114
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$1,366,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$132,012,470
Net investment gain/loss from pooled separate accounts	2020-12-31	$-310,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$44,626,794
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 SUPPLEMENTAL RETIREMENT PROGRAM 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$285,426,398
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$62,108,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$61,763,649
Expenses. Certain deemed distributions of participant loans	2019-12-31	$52,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$82,960,514
Value of total assets at end of year	2019-12-31	$1,288,563,853
Value of total assets at beginning of year	2019-12-31	$1,065,246,100
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$292,675
Total interest from all sources	2019-12-31	$7,629,379
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$21,164,405
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	$21,164,405
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	$52,690,874
Participant contributions at end of year	2019-12-31	$1,558,172
Participant contributions at beginning of year	2019-12-31	$1,044,924
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$38,400,723
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$30,281,510
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$30,269,640
Other income not declared elsewhere	2019-12-31	$7,986,392
Administrative expenses (other) incurred	2019-12-31	$275,945
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	$223,317,753
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,288,563,853
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,065,246,100
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
Investment advisory and management fees	2019-12-31	$16,730
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$976,885,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$779,281,190
Value of interest in pooled separate accounts at end of year	2019-12-31	$38,587,612
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$33,181,043
Interest on participant loans	2019-12-31	$81,437
Interest earned on other investments	2019-12-31	$7,547,942
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$233,132,114
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$221,457,433
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$3,386,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$163,772,545
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,913,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$58,376,872
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	MICHELL & TITUS, LLP
Accountancy firm EIN	2019-12-31	132781641
2018 : THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PROGRAM 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	$76,791,080
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$93,986,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$93,741,625
Expenses. Certain deemed distributions of participant loans	2018-12-31	$14,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$93,400,592
Value of total assets at end of year	2018-12-31	$1,065,231,822
Value of total assets at beginning of year	2018-12-31	$1,082,427,046
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$230,401
Total interest from all sources	2018-12-31	$6,991,701
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$16,312,440
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	$16,312,440
Administrative expenses professional fees incurred	2018-12-31	$1,664
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	$49,239,183
Participant contributions at end of year	2018-12-31	$1,030,647
Participant contributions at beginning of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$30,281,510
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	$44,161,409
Other income not declared elsewhere	2018-12-31	$-1,678,334
Administrative expenses (other) incurred	2018-12-31	$201,898
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	$-17,195,224
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,065,231,822
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,082,427,046
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	$26,839
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$779,281,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$869,876,565
Value of interest in pooled separate accounts at end of year	2018-12-31	$33,181,043
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$27,983,905
Interest on participant loans	2018-12-31	$21,778
Interest earned on other investments	2018-12-31	$6,969,923
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$221,457,434
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$184,566,576
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$1,619,935
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-39,652,376
Net investment gain/loss from pooled separate accounts	2018-12-31	$1,417,057
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$92,121,690
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 SUPPLEMENTAL RETIREMENT PROGRAM 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	$210,479,965
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$49,992,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$49,932,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$67,428,915
Value of total assets at end of year	2017-12-31	$1,082,427,046
Value of total assets at beginning of year	2017-12-31	$921,939,856
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$59,916
Total interest from all sources	2017-12-31	$5,914,315
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$23,940,417
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	$23,940,417
Administrative expenses professional fees incurred	2017-12-31	$16,250
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	$49,339,886
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$18,089,029
Other income not declared elsewhere	2017-12-31	$23,545
Administrative expenses (other) incurred	2017-12-31	$507
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	$160,487,190
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,082,427,046
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$921,939,856
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	$43,159
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$869,876,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$726,884,175
Value of interest in pooled separate accounts at end of year	2017-12-31	$27,983,905
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$26,602,915
Interest earned on other investments	2017-12-31	$5,914,315
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$184,566,576
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$168,452,766
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$3,180,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$111,995,241
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,177,532
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$46,751,916
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 SUPPLEMENTAL RETIREMENT PROGRAM 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	$132,702,019
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$35,764,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$35,711,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$68,586,800
Value of total assets at end of year	2016-12-31	$921,939,856
Value of total assets at beginning of year	2016-12-31	$825,002,259
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$52,982
Total interest from all sources	2016-12-31	$5,766,074
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$18,038,925
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	$18,038,925
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	$45,540,672
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$23,046,128
Other income not declared elsewhere	2016-12-31	$3,063,929
Administrative expenses (other) incurred	2016-12-31	$878
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	$96,937,597
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$921,939,856
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$825,002,259
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	$52,104
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$726,884,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$652,713,283
Value of interest in pooled separate accounts at end of year	2016-12-31	$26,602,915
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$23,058,587
Interest earned on other investments	2016-12-31	$5,766,074
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$168,452,766
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$149,230,389
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$867,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$35,989,390
Net investment gain/loss from pooled separate accounts	2016-12-31	$1,256,901
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$34,843,973
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 SUPPLEMENTAL RETIREMENT PROGRAM 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	$58,768,245
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$37,370,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$37,313,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$51,775,648
Value of total assets at end of year	2015-12-31	$825,002,259
Value of total assets at beginning of year	2015-12-31	$803,604,962
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$57,282
Total interest from all sources	2015-12-31	$4,996,805
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$21,208,087
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	$21,208,087
Administrative expenses professional fees incurred	2015-12-31	$16,250
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	$40,724,815
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$11,050,833
Other income not declared elsewhere	2015-12-31	$1,764,806
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	$21,397,297
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$825,002,259
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$803,604,962
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	$41,032
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$652,713,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$641,777,260
Value of interest in pooled separate accounts at end of year	2015-12-31	$23,058,587
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$20,519,589
Interest earned on other investments	2015-12-31	$4,996,805
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$149,230,389
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$141,308,113
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$443,090
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-22,656,671
Net investment gain/loss from pooled separate accounts	2015-12-31	$1,679,570
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$36,870,576
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 SUPPLEMENTAL RETIREMENT PROGRAM 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	$103,985,993
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$45,814,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$45,814,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$48,118,257
Value of total assets at end of year	2014-12-31	$803,604,962
Value of total assets at beginning of year	2014-12-31	$745,433,452
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$4,928,675
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$18,995,124
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	$18,995,124
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	$38,432,586
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$9,685,671
Other income not declared elsewhere	2014-12-31	$1,992,005
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	$58,171,510
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$803,604,962
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$745,433,452
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	$641,777,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$594,611,331
Value of interest in pooled separate accounts at end of year	2014-12-31	$20,519,589
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$17,212,308
Interest earned on other investments	2014-12-31	$4,928,675
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$141,308,113
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$133,609,813
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$348,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$27,759,911
Net investment gain/loss from pooled separate accounts	2014-12-31	$2,192,021
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$45,466,341
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 SUPPLEMENTAL RETIREMENT PROGRAM 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	$165,814,477
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$41,414,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$41,414,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$52,280,986
Value of total assets at end of year	2013-12-31	$745,433,452
Value of total assets at beginning of year	2013-12-31	$621,033,215
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$4,562,535
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$12,611,992
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	$12,611,992
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	$37,404,755
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$14,876,231
Other income not declared elsewhere	2013-12-31	$2,146,198
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	$124,400,237
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$745,433,452
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$621,033,215
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	$594,611,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$484,765,102
Value of interest in pooled separate accounts at end of year	2013-12-31	$17,212,308
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$14,025,087
Interest earned on other investments	2013-12-31	$4,562,535
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$133,609,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$122,243,026
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$322,594
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$92,783,900
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,428,866
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$41,091,646
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 SUPPLEMENTAL RETIREMENT PROGRAM 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	$106,218,412
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$33,064,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$33,064,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$42,731,265
Value of total assets at end of year	2012-12-31	$621,033,215
Value of total assets at beginning of year	2012-12-31	$547,879,265
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$4,145,469
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$8,330,748
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	$8,330,748
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	$35,671,695
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$7,059,570
Other income not declared elsewhere	2012-12-31	$1,243,176
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	$73,153,950
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$621,033,215
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$547,879,265
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	$484,765,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$419,578,741
Value of interest in pooled separate accounts at end of year	2012-12-31	$14,025,087
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$11,939,646
Interest earned on other investments	2012-12-31	$4,145,469
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$122,243,026
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$116,360,878
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$1,425,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$48,547,043
Net investment gain/loss from pooled separate accounts	2012-12-31	$1,220,711
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$31,638,641
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 SUPPLEMENTAL RETIREMENT PROGRAM 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	$40,431,952
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$28,651,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$28,651,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$39,397,991
Value of total assets at end of year	2011-12-31	$547,879,265
Value of total assets at beginning of year	2011-12-31	$536,098,914
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$3,963,247
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$7,030,500
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	$7,030,500
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	$35,413,164
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$28,896
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$3,984,827
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	$11,780,351
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$547,879,265
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$536,098,914
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	$419,578,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$416,366,158
Value of interest in pooled separate accounts at end of year	2011-12-31	$11,939,646
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$9,860,846
Interest earned on other investments	2011-12-31	$3,963,247
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$116,360,878
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$109,843,014
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$788,458
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-11,266,898
Net investment gain/loss from pooled separate accounts	2011-12-31	$1,307,112
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$27,863,143
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 SUPPLEMENTAL RETIREMENT PROGRAM 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	$90,850,515
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$27,684,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$27,684,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$37,817,860
Value of total assets at end of year	2010-12-31	$536,098,914
Value of total assets at beginning of year	2010-12-31	$472,932,769
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$3,550,995
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$5,214,616
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	$5,214,616
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	$34,056,893
Participant contributions at end of year	2010-12-31	$28,896
Participant contributions at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$3,760,967
Other income not declared elsewhere	2010-12-31	$1,353,517
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	$63,166,145
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$536,098,914
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$472,932,769
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	$416,366,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$361,218,013
Value of interest in pooled separate accounts at end of year	2010-12-31	$9,860,846
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$6,963,355
Interest earned on other investments	2010-12-31	$3,550,995
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$109,843,014
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$104,751,401
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$335,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$41,800,151
Net investment gain/loss from pooled separate accounts	2010-12-31	$1,113,376
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$27,349,128
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 SUPPLEMENTAL RETIREMENT PROGRAM 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 SUPPLEMENTAL RETIREMENT PROGRAM

2022: THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PROGRAM 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PROGRAM 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PROGRAM 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PROGRAM 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 SUPPLEMENTAL RETIREMENT PROGRAM 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 SUPPLEMENTAL RETIREMENT PROGRAM 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 SUPPLEMENTAL RETIREMENT PROGRAM 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 SUPPLEMENTAL RETIREMENT PROGRAM 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 SUPPLEMENTAL RETIREMENT PROGRAM 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 SUPPLEMENTAL RETIREMENT PROGRAM 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 SUPPLEMENTAL RETIREMENT PROGRAM 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 SUPPLEMENTAL RETIREMENT PROGRAM 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 SUPPLEMENTAL RETIREMENT PROGRAM 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 SUPPLEMENTAL RETIREMENT PROGRAM 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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

100817

Policy instance

Insurance contract or identification number	100817
Number of Individuals Covered	4394
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

100817

Policy instance

Insurance contract or identification number	100817
Number of Individuals Covered	4383
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

100817

Policy instance

Insurance contract or identification number	100817
Number of Individuals Covered	4352
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

100817

Policy instance

Insurance contract or identification number	100817
Number of Individuals Covered	4658
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

100817

Policy instance

Insurance contract or identification number	100817
Number of Individuals Covered	4647
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

100817

Policy instance

Insurance contract or identification number	100817
Number of Individuals Covered	4570
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

100817

Policy instance

Insurance contract or identification number	100817
Number of Individuals Covered	4606
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

100817

Policy instance

Insurance contract or identification number	100817
Number of Individuals Covered	4666
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

100817

Policy instance

Insurance contract or identification number	100817
Number of Individuals Covered	4748
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

100817

Policy instance

Insurance contract or identification number	100817
Number of Individuals Covered	6082
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

100817

Policy instance

Insurance contract or identification number	100817
Number of Individuals Covered	6024
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

100817

Policy instance

Insurance contract or identification number	100817
Number of Individuals Covered	5982
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