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Form 5500 · Retirement plan · CHICAGO, IL

THE UNIVERSITY OF CHICAGO

The filing calls this plan THE UNIVERSITY OF CHICAGO PENSION PLAN FOR STAFF EMPLOYEES.

THE UNIVERSITY OF CHICAGO of CHICAGO, IL's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 36-2177139 · plan 003 · plan year 2024, filed Oct 15, 2025

Participants at the start of the year
10,005
Contracts on file
1
Contract value
$4,247,486
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with TEACHERS INSURANCE AND ANNUITY ASSOCIATION.

The contracts held $4,247,486 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
TEACHERS INSURANCE AND ANNUITY ASSOCIATIONAnnuity / GIC9,720December$4,247,486$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

LOGAN CIRCLE PARTNERS, LP
Named on Schedule C · EIN 20-8262386
$23,614
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$304,730,043
Paid out in benefits
$19,821,220
Participants at the start of the year
10,005

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

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