The University of Chicago Retirement Income Plan
Corporate pension, based in Chicago, Illinois, reporting $1.3B in assets, for 17,677 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Hewitt Ennisknupp, Inc appears on The University of Chicago Retirement Income Plan's Schedule C as investment manager (plan year 2024 vs 2023).
2 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Tiaa Real Estate3 commitments
- Tiaa3 commitments
Relationship network
7 connected entities3 observed commitments2 repeat counterpartiescommitments 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Insurance company general account 9.3%
- Other investments 0.5%
- Pooled separate accounts 1.2%
- Registered investment companies 87.9%
Consultants and advisers
- Tiaa Pension consultantthrough Dec 31, 2022 Form 5500
- Willis Towers Watson US LLC Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Tiaa3 rows, latest Dec 31, 2024
- AON Investments USA Incplan years 2024
- Earnest Partnersplan years 2023
What changed
- Dec 31, 2024Manager relationship startedHewitt Ennisknupp, Inc appears on The University of Chicago Retirement Income Plan's Schedule C as investment manager (plan year 2024 vs 2023)with AON Investments USA Incaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceEarnest Partners no longer appears on The University of Chicago Retirement Income Plan's Schedule C as investment manager (plan year 2024 vs 2023)with Earnest Partnersaskebsa.dol.gov
- Jan 1, 2024Funded status changedThe University of Chicago Retirement Income Plan funded ratio 95.7% -> 100.7% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedEarnest Partners appears on The University of Chicago Retirement Income Plan's Schedule C as investment manager (plan year 2023 vs 2022)with Earnest Partnersaskebsa.dol.gov
- Dec 31, 2023Assets changedThe University of Chicago Retirement Income Plan total assets $1.0B -> $1.2B (+15.1%, 2022-12-31 to 2023-12-31)
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Tiaa Real Estateseparate account | Tiaa | Real estate | $14.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Tiaa Real Estateseparate account | Tiaa | Real estate | $14.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Tiaa Real Estateseparate account | Tiaa | Real estate | $16.5M held | Disclosed holding | askebsa.dol.gov |
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 17,677 | $352M | $363M | 100.7% | $1.3B | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 16,948 | $337M | $388M | 95.7% | $1.2B | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 16,506 | $455M | $410M | 105.7% | $1.0B | Not disclosed | Not disclosed | Not disclosed |
- Tiaa codes 15 17 27 28 38 50 52 54 64 66 $369,026 PY2024
- Wtw codes 11 50 $56,200 PY2024
- Hewitt Ennisknupp, Inc codes 28 50 $6,000 PY2024
+9 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
The University of Chicago Retirement Income Plan sits on 1 traced path of capital across the graphs.
DFX traced 1 path of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Manager relationship started2024-12-31source on record
- Manager relationship ended2024-12-31source on record
- Funded status changed2024-01-01source on record
+4 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+5 connections on the graph
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