University of Chicago Medical Center 403(b) match, vesting and fees
What University of Chicago Medical Center's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | TIAA - Teachers Insurance & Annuity | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 244 defined-contribution plans in health care and social assistance with 10,000 to 49,999 participants.
| University of Chicago Medical Center: employer contribution per participant | $2,471 | |
| Peer median | $2,155 |
| University of Chicago Medical Center: average balance | $54,259 | |
| Peer median | $66,935 |
| University of Chicago Medical Center: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.08% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $653M at the end of plan year 2023 to $739M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 14,077 | $739M | $33.7M | $2,471 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 13,904 | $653M | $32.7M | $2,520 | 0.07% | Not published | Form 5500 ↗ |
Other University of Chicago Medical Center plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The University of Chicago Medical Center Supplemental Retirement Annuity Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | TIAA - Teachers Insurance & Annuity | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
The University of Chicago Medical Center Contributory Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Tiaa-Teachers Insurance and Annuity | Schedule C ↗ |
| Independent auditor | Forvis Mazars LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Common questions
Does University of Chicago Medical Center match 401(k) contributions?
The match terms for the The University of Chicago Medical Center Retirement Income Plan for Employees have not been published from its filing yet. The plan year 2024 filing reports $33.7M in employer contributions, about $2,471 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the University of Chicago Medical Center 401(k) match vested?
The vesting schedule for the The University of Chicago Medical Center Retirement Income Plan for Employees is not in the data published so far. Your Summary Plan Description states it.
Who manages the University of Chicago Medical Center 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is TIAA - Teachers Insurance & Annuity. The plan administrator is The University of Chicago Medical Center.
I left University of Chicago Medical Center. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The University of Chicago Medical Center, (773) 702-1091) or the recordkeeper, TIAA - Teachers Insurance & Annuity. The University of Chicago Medical Center old 401(k) page lists the contacts from every plan filing. Find an old University of Chicago Medical Center 401(k)
Data from the public Form 5500 annual reports University of Chicago Medical Center filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with University of Chicago Medical Center. Not financial advice. Report a correction · Methodology