Plan5500

Winnetka, IL Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Winnetka, IL has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $51,001,884 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
6
Latest filing year
2023

What stands out in Winnetka

  • 7 loaded plans hold $51M in reported assets across 6 sponsors.
  • The largest, North Shore Country Day School Defined Contribution Retirement Plan, holds 89% of reported Winnetka plan assets.
  • Plans cover 693 participants — about 99 per plan.
  • 71% of loaded plans report full Schedule H/I financial statements.
  • 14% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$51MSummed across loaded plans$51,001,884
Total reported assets$51M$51,001,884
Total reported participants693
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$51M total assets
Net assets$51MLiabilities$0
Contributions & income
Employer contributions$863.4K
Participant contributions$1.2M
Total income / additions$8.2M
Expenses & distributions
Benefits paid / distributions$8.7M
Total expenses$8.7M
Net increase / (decrease)-$562.8K

Data coverage

Plans with financial statements5 / 7 (71%)
Plans with provider compensation1 / 7 (14%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Winnetka, IL plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Winnetka market comparison

Largest plan share of assets89%North Shore Country Day School Defined Contribution Retirement Plan
Participants per plan99Average across loaded plans
Plan sponsors6
Ranked by reported assets

Largest loaded plans in Winnetka

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    North Shore Country Day School Defined Contribution Retirement Plan$45.3M
    North Shore Country Day School · 2023
  2. 2
    The International Privatbanc Ltd Employees Profitsharing Plan And Trust$4.5M
    The International Privatbanc, Ltd · 2023
  3. 3
    The Bellows Shoppe, Inc. 401(K) Plan And Trust$1.2M
    The Bellows Shoppe, Inc. · 2023
  4. 4
    Biostrategies Group, Inc. 401(K) Profit Sharing Plan$0
    Biostrategies Group, Inc. · 2023
  5. 5
    Scs International Incorporated 401(K) Profit Sharing Plan$0
    Scs International Incorporated · 2023
  6. 6
    North Shore Country Day School Health & Welfare Benefits Plannot reported in the loaded dataset
    North Shore Country Day School · 2023
  7. 7
    Barton Healthcare Employee Welfare Plannot reported in the loaded dataset
    Barton Healthcare, LLC · 2023

Largest plans in Winnetka → · Winnetka plans by participants → · Winnetka plans with financial data → · Winnetka plans with provider compensation → · $1B+ plans in Winnetka →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Winnetka, IL?
7 plan(s) reported by 6 sponsor(s) are loaded for Winnetka, IL.

Related Form 5500 pages