Mission
THE PURPOSE OF THE TRUST IS TO SUPPORT AND BENEFIT THE UNIVERSITY OF CHICAGO, A 501(C)(3) EXEMPT ORGANIZATION, BY PROVIDING MEDICAL REIMBURSEMENT ON BEHALF OF THE UNIVERSITY'S RETIRED FORMER EMPLOYEES.
Public Charity
University of Chicago Retiree Medical Trust
University of Chicago Retiree Medical Trust, of Chicago, IL, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $4.8M in revenue, $1.3M in expenses, $134.8M in total assets.
EIN: 363999692
Chicago, IL
Insurance Providers
NTEE: Y20
Latest filing: 2025
Total Revenue$4.8M
Total Expenses$1.3M
Total Assets$134.8M
Grant Records0
Filing Years2021–2025
Where $100 goes at University of Chicago Retiree Medical Trust
How University of Chicago Retiree Medical Trust divides every $100 it spends, from its own Form 990 filings, averaged across 6 years.
$100
Programs
the work itself
<$1
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $100 for programs
$100
The expenses in fy2025 were $2,194 for investment fees paid
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
INSTITUTIONAL TRUSTEE
University Of Chicago
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $4.8M | $1.3M | $134.8M |
| 2024 | $39.8M | $11K | $122.5M |
| 2023 | $1.5M | — | $107.8M |
| 2022 | $3.8M | $8K | $98.8M |
| 2021 | $4.2M | — | $112.0M |
Between 2021 and 2025, reported annual revenue grew from $4.2M to $4.8M (+15%), with total assets most recently reported at $134.8M.
Interactive year-over-year charts and full filing details available with membership.