Clare Holdings, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Clare Holdings, LLC (EIN 27-3400666) is a plan sponsor located in North Aurora, IL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
27-3400666
Location
North Aurora, IL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$21,715,105
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$21,715,105

Contributions & income

Employer contributions
$379,070
Participant contributions
$1,169,331
Total income / additions
$5,466,843

Expenses & distributions

Benefits paid / distributions
$965,679
Total expenses
$1,023,972
Net increase / (decrease)
$4,442,871

Coverage

Total reported participants
772
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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.

Largest loaded plans by reported assets

Clare Holdings, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Clare Holdings, LLC 401(K) Plan002566$21,715,1052023
Clare Holdings LLC Welfare Benefit Plan501206not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Clare Holdings, LLC
YearPlanParticipantsSchedulesFiling
2023Clare Holdings LLC Welfare Benefit Plan20620240604161502NAL0019888977001
2023Clare Holdings, LLC 401(K) Plan566H, C20241008102101NAL0008256211001

Related Form 5500 pages