Plan Snapshot
- Plan Sponsor: The University Of Chicago
- Sponsor EIN: 362177139
- Sponsor Address: 6054 S. DREXEL AVENUE, CHICAGO, IL, 60637
- Plan Type: DB
- Total Participants: 4,660
- Total Assets: $304.7M
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 | 4,660 | $304.7M | $3.1M | $0 |
| 2023 | 4,978 | $324.8M | $0 | $0 |
| 2022 | 5,442 | $320.9M | $4.0M | $0 |
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 |
|---|---|---|---|---|
| MITCHELL & TITUS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MITCHELL & TITUS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $1,283,684 | $32,075 | — | — | — |
| 2023 | $2,989,373 | $263,152 | — | — | — |
| 2022 | $4,856,640 | $393,584 | — | — | $14 |