Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THE UNIVERSITY OF CHICAGO
EIN 36-2177139higher educationLatest filing 2024
Plans
11
Retirement
4
$7.36B assets
Welfare
7
$123.5M premiums
Participants
138,567
6054 S. DREXEL AVENUE - CHICAGO, IL 60637773-702-9357uchicago.eduLinkedIn1-10 employeeshigher education
Plans on this EIN
11 filings#001403b-$3.84B - 10,931 part#007403b-$1.93B - 13,359 part#002TraditionalDB-$1.29B - 18,531 part#003TraditionalDB-$304.7M - 9,720 part#510Fully Insured-$114.6M - 17,063 lives#508Mixed-$5.1M - 17,436 lives#509Fully Insured-$3.2M - 9,687 lives#512Fully Insured-$392K - 6,639 lives#518Fully Insured-$196K - 10,200 lives#515Fully Insured-$16K - 0 lives#516Unknown-0 lives
Retirement portfolio analytics
4 plans aggregated / $7.36B assets / 52,541 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
96%top
- TIAA96%
- (Not disclosed)4%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
7 plans / $123.5M premiums / 61,025 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$105.3M
- Dental$7.2M
- Life$5.4M
- Long-term disability$3.1M
- Vision$1.4M
- Other$604K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
85%top
- BLUE CROSS OF CALIFORNIA85%
- RELIASTAR LIFE INSURANCE COMPANY7%
- METROPOLITAN LIFE INSURANCE COMPANY6%
- VISION SERVICE PLAN1%
- AETNA LIFE INSURANCE COMPANY0%
- +3 more
Broker market share
Schedule A broker compensation
75%top
- NFP INSURANCE SERVICES INC75%
- GALLAGHER BENEFIT SERVICES, INC.25%
- GREGORY A MCROBERTS0%
- DAVID A PEARRE0%
- MARSH & MCLENNAN AGENCY LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN
403b
Assets$3.84B
Participants10,931
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007
THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PLAN
403b
Assets$1.93B
Participants13,359
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE UNIVERSITY OF CHICAGO RETIREMENT INCOME PLAN
TraditionalDB
Assets$1.29B
Participants18,531
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
THE UNIVERSITY OF CHICAGO PENSION PLAN FOR STAFF EMPLOYEES
TraditionalDB
Assets$304.7M
Participants9,720
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
THE UNIVERSITY OF CHICAGO HEALTH CARE PLAN
Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$114.6M
Covered lives17,063
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508
THE UNIVERSITY OF CHICAGO GROUP LIFE INSURANCE PLAN
Mixed - RELIASTAR LIFE INSURANCE COMPANY
Premiums$5.1M
Covered lives17,436
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509
THE UNIVERSITY OF CHICAGO LONG TERM DISABILITY PLAN
Fully Insured - RELIASTAR LIFE INSURANCE COMPANY
Premiums$3.2M
Covered lives9,687
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512
THE UNIVERSITY OF CHICAGO PERSONAL ACCIDENT INSURANCE
Fully Insured - RELIASTAR LIFE INSURANCE COMPANY
Premiums$392K
Covered lives6,639
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#518
THE UNIVERSITY OF CHICAGO STAFF AND FACULTY ASSISTANCE PROGRAM
Fully Insured - PERSPECTIVES
Premiums$196K
Covered lives10,200
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515
THE UNIVERSITY OF CHICAGO TRAVEL ACCIDENT INSURANCE
Fully Insured - HARTFORD FIRE INSURANCE COMPANY
Premiums$16K
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#516
THE UNIVERSITY OF CHICAGO FLEXIBLE SPENDING PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN | 403b | $3.84B | 10,931 | 2024 | |
| 007 | THE UNIVERSITY OF CHICAGO SUPPLEMENTAL RETIREMENT PLAN | 403b | $1.93B | 13,359 | 2024 | |
| 002 | THE UNIVERSITY OF CHICAGO RETIREMENT INCOME PLAN | TraditionalDB | $1.29B | 18,531 | 2024 | |
| 003 | THE UNIVERSITY OF CHICAGO PENSION PLAN FOR STAFF EMPLOYEES | TraditionalDB | $304.7M | 9,720 | 2024 |
Welfare plans7
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | THE UNIVERSITY OF CHICAGO HEALTH CARE PLAN | Fully Insured | BLUECROSS BLUESHIELD OF ILLINOIS | $114.6M | 17,063 | 2024 | |
| 508 | THE UNIVERSITY OF CHICAGO GROUP LIFE INSURANCE PLAN | Mixed | RELIASTAR LIFE INSURANCE COMPANY | $5.1M | 17,436 | 2024 | |
| 509 | THE UNIVERSITY OF CHICAGO LONG TERM DISABILITY PLAN | Fully Insured | RELIASTAR LIFE INSURANCE COMPANY | $3.2M | 9,687 | 2024 | |
| 512 | THE UNIVERSITY OF CHICAGO PERSONAL ACCIDENT INSURANCE | Fully Insured | RELIASTAR LIFE INSURANCE COMPANY | $392K | 6,639 | 2024 | |
| 518 | THE UNIVERSITY OF CHICAGO STAFF AND FACULTY ASSISTANCE PROGRAM | Fully Insured | PERSPECTIVES | $196K | 10,200 | 2024 | |
| 515 | THE UNIVERSITY OF CHICAGO TRAVEL ACCIDENT INSURANCE | Fully Insured | HARTFORD FIRE INSURANCE COMPANY | $16K | 0 | 2024 | |
| 516 | THE UNIVERSITY OF CHICAGO FLEXIBLE SPENDING PLAN | Unknown | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans