401k Plan data: THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES plan

THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 401k Plan overview

Plan Name	THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES
Plan identification number	002

THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 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.
Stock bonus
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name: THE UNIVERSITY OF CHICAGO MEDICAL CENTER

Employer identification number (EIN): 363488183

NAIC Classification: 622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 PHILLIP KAUFMAN 2023-11-21 PHILLIP KAUFMAN 2023-11-21
002 2021-01-01 BOB HANLEY 2022-10-16
002 2020-01-01 ROBERT J HANLEY 2021-10-15 ROBERT J HANLEY 2021-10-15
002 2019-01-01
002 2019-01-01 ROBERT J HANLEY 2021-10-15 ROBERT J HANLEY 2021-10-15
002 2018-01-01
002 2018-01-01
002 2018-01-01
002 2017-01-01 BOB HANLEY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	PHILLIP KAUFMAN	2023-11-21	PHILLIP KAUFMAN	2023-11-21
002	2021-01-01	BOB HANLEY	2022-10-16
002	2020-01-01	ROBERT J HANLEY	2021-10-15	ROBERT J HANLEY	2021-10-15
002	2019-01-01
002	2019-01-01	ROBERT J HANLEY	2021-10-15	ROBERT J HANLEY	2021-10-15
002	2018-01-01
002	2018-01-01
002	2018-01-01
002	2017-01-01	BOB HANLEY

Plan Statistics for THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES

401k plan membership statisitcs for THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES

Measure Date Value
2022: THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 2022 401k membership
Total participants, beginning-of-year 2022-01-01 10,912
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 6,921
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 4,515
Total of all active and inactive participants 2022-01-01 11,436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 105
Total participants 2022-01-01 11,541
Number of participants with account balances 2022-01-01 10,990
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 MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 2021 401k membership
Total participants, beginning-of-year 2021-01-01 10,568
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 6,632
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 4,229
Total of all active and inactive participants 2021-01-01 10,861
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 99
Total participants 2021-01-01 10,960
Number of participants with account balances 2021-01-01 10,628
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 MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 2020 401k membership
Total participants, beginning-of-year 2020-01-01 10,199
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 6,358
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 4,073
Total of all active and inactive participants 2020-01-01 10,431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 49
Total participants 2020-01-01 10,480
Number of participants with account balances 2020-01-01 10,416
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 MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 2019 401k membership
Total participants, beginning-of-year 2019-01-01 9,855
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6,410
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 3,745
Total of all active and inactive participants 2019-01-01 10,155
Total participants 2019-01-01 10,155
Number of participants with account balances 2019-01-01 10,063
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 MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 2018 401k membership
Total participants, beginning-of-year 2018-01-01 9,805
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5,717
Number of retired or separated participants receiving benefits 2018-01-01 8
Number of other retired or separated participants entitled to future benefits 2018-01-01 4,115
Total of all active and inactive participants 2018-01-01 9,840
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 38
Total participants 2018-01-01 9,878
Number of participants with account balances 2018-01-01 9,742
2017: THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 2017 401k membership
Total participants, beginning-of-year 2017-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5,717
Number of retired or separated participants receiving benefits 2017-01-01 8
Number of other retired or separated participants entitled to future benefits 2017-01-01 4,115
Total of all active and inactive participants 2017-01-01 9,840
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 38
Total participants 2017-01-01 9,878
Number of participants with account balances 2017-01-01 9,805

Measure	Date	Value
2022: THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 2022 401k membership
Total participants, beginning-of-year	2022-01-01	10,912
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	6,921
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	4,515
Total of all active and inactive participants	2022-01-01	11,436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	105
Total participants	2022-01-01	11,541
Number of participants with account balances	2022-01-01	10,990
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 MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 2021 401k membership
Total participants, beginning-of-year	2021-01-01	10,568
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	6,632
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	4,229
Total of all active and inactive participants	2021-01-01	10,861
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	99
Total participants	2021-01-01	10,960
Number of participants with account balances	2021-01-01	10,628
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 MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 2020 401k membership
Total participants, beginning-of-year	2020-01-01	10,199
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	6,358
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	4,073
Total of all active and inactive participants	2020-01-01	10,431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	49
Total participants	2020-01-01	10,480
Number of participants with account balances	2020-01-01	10,416
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 MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 2019 401k membership
Total participants, beginning-of-year	2019-01-01	9,855
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6,410
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	3,745
Total of all active and inactive participants	2019-01-01	10,155
Total participants	2019-01-01	10,155
Number of participants with account balances	2019-01-01	10,063
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 MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 2018 401k membership
Total participants, beginning-of-year	2018-01-01	9,805
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5,717
Number of retired or separated participants receiving benefits	2018-01-01	8
Number of other retired or separated participants entitled to future benefits	2018-01-01	4,115
Total of all active and inactive participants	2018-01-01	9,840
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	38
Total participants	2018-01-01	9,878
Number of participants with account balances	2018-01-01	9,742
2017: THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 2017 401k membership
Total participants, beginning-of-year	2017-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5,717
Number of retired or separated participants receiving benefits	2017-01-01	8
Number of other retired or separated participants entitled to future benefits	2017-01-01	4,115
Total of all active and inactive participants	2017-01-01	9,840
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	38
Total participants	2017-01-01	9,878
Number of participants with account balances	2017-01-01	9,805

Financial Data on THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES

Measure	Date	Value
2022 : THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$2,878,428
Total unrealized appreciation/depreciation of assets	2022-12-31	$2,878,428
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Expenses. Interest paid	2022-12-31	$-16,278
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$-16,278
Total income from all sources (including contributions)	2022-12-31	$-17,123,522
Total of all expenses incurred	2022-12-31	$30,701,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$30,372,495
Expenses. Certain deemed distributions of participant loans	2022-12-31	$-1,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$54,241,644
Value of total assets at end of year	2022-12-31	$546,336,056
Value of total assets at beginning of year	2022-12-31	$594,160,911
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$345,116
Total interest from all sources	2022-12-31	$1,579,002
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$12,166,342
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	$12,166,342
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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	$21,425,597
Participant contributions at end of year	2022-12-31	$8,438,620
Participant contributions at beginning of year	2022-12-31	$7,108,898
Participant contributions at end of year	2022-12-31	$840,841
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$361,097
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$4,235,308
Other income not declared elsewhere	2022-12-31	$221,038
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	$-47,824,855
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$546,336,056
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$594,160,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$391,711,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$436,807,985
Value of interest in pooled separate accounts at end of year	2022-12-31	$12,290,578
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$10,648,485
Income. Interest from loans (other than to participants)	2022-12-31	$422,927
Interest earned on other investments	2022-12-31	$1,142,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$30,730,614
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$43,412,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$43,412,649
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$13,750
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$96,805,045
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$96,182,894
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$2,130,876
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-89,100,336
Net investment gain/loss from pooled separate accounts	2022-12-31	$890,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$32,454,950
Employer contributions (assets) at end of year	2022-12-31	$1,283,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$28,241,619
Contract administrator fees	2022-12-31	$345,116
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	FORVIS,LLP
Accountancy firm EIN	2022-12-31	440160260
2021 : THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$2,725,050
Total unrealized appreciation/depreciation of assets	2021-12-31	$2,725,050
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	$105,880,940
Total of all expenses incurred	2021-12-31	$27,878,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$27,442,428
Expenses. Certain deemed distributions of participant loans	2021-12-31	$115,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$42,565,358
Value of total assets at end of year	2021-12-31	$594,160,911
Value of total assets at beginning of year	2021-12-31	$516,158,591
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$320,323
Total interest from all sources	2021-12-31	$1,470,148
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$9,705,738
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	$9,705,738
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
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	$20,898,130
Participant contributions at end of year	2021-12-31	$7,108,898
Participant contributions at beginning of year	2021-12-31	$6,891,756
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$785,811
Other income not declared elsewhere	2021-12-31	$228,172
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	$78,002,320
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$594,160,911
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$516,158,591
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$436,807,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$356,453,906
Value of interest in pooled separate accounts at end of year	2021-12-31	$10,648,485
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$8,408,467
Interest on participant loans	2021-12-31	$455,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$43,412,649
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$47,154,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$47,154,599
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$1,014,824
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$96,182,894
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$97,249,863
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$2,701,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$47,622,217
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,564,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$20,881,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$24,741,115
Contract administrator fees	2021-12-31	$320,323
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	FORVIS,LLP
Accountancy firm EIN	2021-12-31	440160260
2020 : THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$2,821,432
Total unrealized appreciation/depreciation of assets	2020-12-31	$2,821,432
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	$95,420,302
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$20,813,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$20,326,427
Expenses. Certain deemed distributions of participant loans	2020-12-31	$191,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$39,855,981
Value of total assets at end of year	2020-12-31	$516,158,591
Value of total assets at beginning of year	2020-12-31	$441,551,702
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$295,484
Total interest from all sources	2020-12-31	$2,058,420
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$6,177,042
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	$6,177,042
Administrative expenses professional fees incurred	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$20,068,257
Participant contributions at end of year	2020-12-31	$6,891,756
Participant contributions at beginning of year	2020-12-31	$6,425,609
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$399,322
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$213,680
Administrative expenses (other) incurred	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$74,606,889
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$516,158,591
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$441,551,702
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
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$356,453,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$284,491,064
Value of interest in pooled separate accounts at end of year	2020-12-31	$8,408,467
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$8,390,991
Interest on participant loans	2020-12-31	$413,655
Interest earned on other investments	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$47,154,599
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$44,710,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$44,710,363
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$1,644,765
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$97,249,863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$97,533,675
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$1,442,970
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$44,364,524
Net investment gain/loss from pooled separate accounts	2020-12-31	$-70,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$19,388,402
Income. Dividends from preferred stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$18,883,457
Contract administrator fees	2020-12-31	$295,484
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	Unqualified
Accountancy firm name	2020-12-31	BKD, LLP
Accountancy firm EIN	2020-12-31	440160260
2019 : THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$2,863,996
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$2,863,996
Total unrealized appreciation/depreciation of assets	2019-12-31	$2,863,996
Total unrealized appreciation/depreciation of assets	2019-12-31	$2,863,996
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	$103,659,550
Total income from all sources (including contributions)	2019-12-31	$103,659,550
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$23,336,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$23,046,422
Expenses. Certain deemed distributions of participant loans	2019-12-31	$785,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$45,544,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$45,544,306
Value of total assets at end of year	2019-12-31	$441,551,702
Value of total assets at end of year	2019-12-31	$441,551,702
Value of total assets at beginning of year	2019-12-31	$361,228,526
Value of total assets at beginning of year	2019-12-31	$361,228,526
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$289,952
Total interest from all sources	2019-12-31	$1,717,484
Total interest from all sources	2019-12-31	$1,717,484
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$5,557,878
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$5,557,878
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
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	$5,557,878
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$5,557,878
Administrative expenses professional fees incurred	2019-12-31	$289,952
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$18,444,887
Contributions received from participants	2019-12-31	$18,444,887
Participant contributions at end of year	2019-12-31	$6,425,609
Participant contributions at beginning of year	2019-12-31	$5,364,494
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$881,360
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$881,360
Other income not declared elsewhere	2019-12-31	$215,197
Other income not declared elsewhere	2019-12-31	$215,197
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
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	$80,323,176
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$441,551,702
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$441,551,702
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$361,228,526
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$361,228,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$284,491,064
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$284,491,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$205,640,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$205,640,883
Value of interest in pooled separate accounts at end of year	2019-12-31	$8,390,991
Value of interest in pooled separate accounts at end of year	2019-12-31	$8,390,991
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$7,065,387
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$7,065,387
Interest on participant loans	2019-12-31	$374,161
Interest on participant loans	2019-12-31	$374,161
Value of interest in common/collective trusts at end of year	2019-12-31	$6,425,609
Value of interest in common/collective trusts at end of year	2019-12-31	$6,425,609
Value of interest in common/collective trusts at beginning of year	2019-12-31	$5,364,494
Value of interest in common/collective trusts at beginning of year	2019-12-31	$5,364,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$44,710,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$44,710,363
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$42,384,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$42,384,930
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$42,384,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$42,384,930
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$1,343,323
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$1,343,323
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$97,533,675
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$97,533,675
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$100,772,832
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$100,772,832
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$3,339,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$47,347,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$47,347,680
Net investment gain/loss from pooled separate accounts	2019-12-31	$413,009
Net investment gain/loss from pooled separate accounts	2019-12-31	$413,009
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$26,218,059
Contributions received in cash from employer	2019-12-31	$26,218,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$19,706,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$19,706,950
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MITCHELL & TITUS LLP
Accountancy firm EIN	2019-12-31	132781641
2018 : THE UNIVERSITY OF CHICAGO MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-14,377,556
Total unrealized appreciation/depreciation of assets	2018-12-31	$-14,377,556
Total transfer of assets to this plan	2018-12-31	$305,644
Total income from all sources (including contributions)	2018-12-31	$37,472,910
Total of all expenses incurred	2018-12-31	$19,704,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$19,357,884
Expenses. Certain deemed distributions of participant loans	2018-12-31	$534,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$46,252,977
Value of total assets at end of year	2018-12-31	$361,763,264
Value of total assets at beginning of year	2018-12-31	$343,689,632
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$347,038
Total interest from all sources	2018-12-31	$5,354,772
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$3,754,640
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	$3,754,640
Administrative expenses professional fees incurred	2018-12-31	$304,239
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
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	$17,376,220
Participant contributions at end of year	2018-12-31	$5,364,494
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$3,499,573
Other income not declared elsewhere	2018-12-31	$242,717
Administrative expenses (other) incurred	2018-12-31	$42,799
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	$17,767,988
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$361,763,264
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$343,689,632
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$205,640,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$198,380,809
Value of interest in pooled separate accounts at end of year	2018-12-31	$7,065,387
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$6,312,604
Interest on participant loans	2018-12-31	$133,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$42,384,930
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$40,571,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$40,571,200
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$5,354,772
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$106,672,064
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$98,425,019
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$3,204,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-17,645,227
Net investment gain/loss from pooled separate accounts	2018-12-31	$308,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$25,377,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$19,357,884
Contract administrator fees	2018-12-31	$304,239
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	No
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 MEDICAL CENTER RETIREMENT INCOME PLAN FOR EMPLOYEES 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$2,891,068
Total unrealized appreciation/depreciation of assets	2017-12-31	$2,891,068
Total transfer of assets to this plan	2017-12-31	$281,306,518
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	$78,719,130
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$16,336,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$16,336,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$42,987,710
Value of total assets at end of year	2017-12-31	$343,689,632
Value of total assets at beginning of year	2017-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$890,474
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$4,814,747
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	$4,814,747
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
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	$16,480,957
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,777,978
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$777
Other income not declared elsewhere	2017-12-31	$100,675
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	$62,383,114
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$343,689,632
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$0
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$198,380,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$0
Value of interest in pooled separate accounts at end of year	2017-12-31	$6,312,604
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$40,571,200
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$890,474
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$98,425,019
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$3,180,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$26,773,590
Net investment gain/loss from pooled separate accounts	2017-12-31	$260,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$24,728,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$13,155,012
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