Plan Snapshot
- Plan Sponsor: University Club Of Chicago
- Sponsor EIN: 361901470
- Sponsor Address: 76 EAST MONROE STREET, CHICAGO, IL, 60603
- Plan Type: DB
- Plan Number: 001
- Total Participants: 0
- Total Assets: $886,133
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 | 0 | $886,133 | $0 | $0 |
| 2023 | 40 | $4.7M | $0 | $0 |
| 2022 | 44 | $4.6M | $65,000 | $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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON | Recordkeeper | $464,955 | — | $464,955 |
| VEDDER PRICE | ERISA Attorney | $34,037 | — | $34,037 |
| FIFTH THIRD BANK RETIREMENT SVCS. | Other Service Provider | $8,133 | — | $8,133 |
| BERWYN GROUP | Other Service Provider | $5,000 | — | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON — Recordkeeper
- VEDDER PRICE — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $512,125
- Estimated Expense Ratio: 57.793% 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 | $522,167 | — | — | — | — |
| 2023 | $103,259 | — | — | $20,404 | — |
| 2022 | $85,225 | — | — | — | $65,812 |