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Original filing (PDF)20260107152644NAL0008199489001
THE UNIVERSITY OF CHICAGO
Form 5500
FILING_RECEIVED
THE UNIVERSITY OF CHICAGO CONTRIBUTORY RETIREMENT PLAN
403(b) retirement plan
Signals · 2
Late filing · 1.7 moNo recordkeeper disclosed
Active participants
5,360
Accounts w/ balance
10,635
Plan assets (EOY)
$3.8B
Net assets (EOY)
$3.8B
How this plan invests
This plan
1 pooled trust
Schedule D
42 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
93
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 1.7 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE UNIVERSITY OF CHICAGO.
Plan sponsor
Name
THE UNIVERSITY OF CHICAGO
EIN
36-2177139
Address
6054 S. DREXEL AVENUE · CHICAGO, IL · 60637
Phone
(773) 702-9357
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-01-07
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MITCHELL & TITUS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $299K | — |
| HEWITT ENNISKNUPP, INC | 36-3109431 | — | NONE | $30K | — |
Investments
40 direct securities · 1 pooled fund· $3.8B(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$3.7B
40 holdings
Pooled Separate Account
$63.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD Inst Idx Inst Plus - | — | — | — | $666.9M | 17.3% | |
| ( a ) similar party par, or maturity value ( d ) Cost** ( e ) Current value * TIAA-CREF TIAA Traditional Non Benefit Responsive - | — | — | — | $555.1M | 14.4% | |
| TIAA-CREF CREF Stock R3 - | — | — | — | $469.6M | 12.2% | |
| VANGUARD Extend Mkldx Inst Pl - | — | — | — | $143.8M | 3.7% | |
| VANGUARD Target Retire 2040 - | — | — | — | $141.2M | 3.7% | |
| VANGUARD Target Retire 2035 - | — | — | — | $136.7M | 3.6% | |
| VANGUARD Target Retire 2045 - | — | — | — | $132.4M | 3.4% | |
| VANGUARD Total Int St Ix IsPls - | — | — | — | $118.1M | 3.1% | |
| TIAA-CREF Self Directed Acct - | — | — | — | $107.3M | 2.8% | |
| VANGUARD Target Retire 2050 - | — | — | — | $101.3M | 2.6% | |
| TIAA-CREF CREF Growth R3 - | — | — | — | $94.3M | 2.5% | |
| VANGUARD Target Retire 2030 - | — | — | — | $91.1M | 2.4% | |
| VANGUARD PRIMECAP Adm - | — | — | — | $87.6M | 2.3% | |
| VANGUARD Ttl Bd Mkt Inx InstPL - | — | — | — | $87.0M | 2.3% | |
| TIAA-CREF CREF Equity Index R3 - | — | — | — | $64.0M | 1.7% | |
| VANGUARD Cash Rsv Fed MMkt Adm - | — | — | — | $63.3M | 1.6% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $63.1M | 1.6% | |
| VANGUARD Target Retire 2025 - | — | — | — | $55.1M | 1.4% | |
| TIAA-CREF CREF Global Equities R3 - | — | — | — | $53.4M | 1.4% | |
| Dodge & Cox Dodge & Cox Global Stock X - | — | — | — | $49.5M | 1.3% | |
| TIAA-CREF CREF Social Choice R3 - | — | — | — | $46.8M | 1.2% | |
| TIAA-CREF CREF Social Choice R4 - | — | — | — | $46.1M | 1.2% | |
| VANGUARD Small-Cap Val Idx Inst - | — | — | — | $44.3M | 1.2% | |
| TIAA-CREF CREF Money Market R3 - | — | — | — | $43.1M | 1.1% | |
| VANGUARD Target Retire 2055 - | — | — | — | $42.8M | 1.1% | |
| VANGUARD Infl Protect Sec Inst - | — | — | — | $37.2M | 1.0% | |
| VANGUARD FTSE Social Idx Instl - | — | — | — | $35.4M | 0.9% | |
| VANGUARD Target Retire 2020 - | — | — | — | $29.4M | 0.8% | |
| VANGUARD Emr Mkts Stk Idx Inst - | — | — | — | $27.7M | 0.7% | |
| TIAA-CREF CREF Core Bond R3 - | — | — | — | $27.1M | 0.7% | |
| VANGUARD Real Estate Idx Inst - | — | — | — | $25.5M | 0.7% | |
| VANGUARD Target Retire Income - | — | — | — | $20.7M | 0.5% | |
| TIAA-CREF CREF Inflation-Linked Bond R3 - | — | — | — | $13.5M | 0.4% | |
| BlackRock Total Return Inst - | — | — | — | $11.4M | 0.3% | |
| VANGUARD Target Retire 2060 - | — | — | — | $5.5M | 0.1% | |
| Harding Loevner Harding International Eq Inst - | — | — | — | $4.9M | 0.1% | |
| Notes Receivable from Participants - (Interest Rate: 4.25% - 9.50%) - | — | — | — | $3.6M | <0.1% | |
| BlackRock Adv Small Cap Core K - | — | — | — | $1.8M | <0.1% | |
| VANGUARD Target Retire 2065 - | — | — | — | $1.5M | <0.1% | |
| VANGUARD Target Retire 2070 - | — | — | — | $781K | <0.1% | |
| TIAA-CREF CREF Money Market R4 - | — | — | — | $13K | <0.1% |