# The University Of Chicago Health & Welfare Plan
Source: https://planprovider.pro/companies/the-university-of-chicago-362177139-510

> The University Of Chicago's Health & Welfare plan: 28,053 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The University Of Chicago

- **Sponsor EIN:** 362177139

- **Sponsor Address:** BENEFITS OFFICE, 6054 S DREXEL AVE., CHICAGO, IL, 60637

- **Plan Type:** Health & Welfare

- **Plan Number:** 510

- **Total Participants:** 28,053

- **Total Assets:** $135.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|28,053|$135.9M|$142.5M|$67.5M|

| 2023|27,591|$117.5M|$131.1M|$52.1M|

| 2022|24,502|$102.2M|$122.0M|$47.7M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| LINKEDIN CORPORATION|Other Service Provider|$55,490|—|$55,490|

| WEX HEALTH INC|Other Service Provider|$18,137|—|$18,137|

| MITCHELL & TITUS, LLP|Auditor|$17,250|—|$17,250|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MITCHELL & TITUS, LLP](https://planprovider.pro/provider/mitchell-and-titus-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $90,877

- **Estimated Expense Ratio:** 0.067% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$98,197|—|$55,490|$17,250|—|

| 2023|$89,076|—|—|$18,486|—|

| 2022|$83,590|—|—|—|$83,590|

## Similar Plans

- [The University Of Chicago](https://planprovider.pro/companies/the-university-of-chicago-362177139-508) — 13,329 participants

- [Northwestern University](https://planprovider.pro/companies/northwestern-university-403b-plan-001) — 10,023 participants

- [The University Of Chicago](https://planprovider.pro/companies/the-university-of-chicago-403b-plan-007) — 8,925 participants

- [Loyola University Of Chicago Attn Benefits Department](https://planprovider.pro/companies/loyola-university-of-chicago-attn-benefits-department-403b-plan) — 2,890 participants

- [Perdoceo Education Corporation](https://planprovider.pro/companies/perdoceo-education-corporation-363932190-501) — 1,985 participants

- [Illinois Institute Of Technology](https://planprovider.pro/companies/illinois-institute-of-technology-403b-plan) — 1,035 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-university-of-chicago-362177139-510)

© 2026 PlanProvider.Pro