Plan5500

Lake Forest College — 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, Lake Forest College (EIN 36-2167770) is a plan sponsor located in Lake Forest, 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
36-2167770
Location
Lake Forest, IL
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Lake Forest College

  • 2 loaded plans hold $137M in reported assets.
  • The largest, Lake Forest College Retirement Plan For Faculty And Staff, holds 100% of this company's reported plan assets.
  • Plans cover 1,173 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$137MSummed across loaded plans$137,003,288
Total reported assets$137M$137,003,288
Total reported participants1.2K1,173
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$137M total assets
Net assets$137MLiabilities$0
Contributions & income
Employer contributions$1.6M
Participant contributions$1.7M
Total income / additions$20.8M
Expenses & distributions
Benefits paid / distributions$10M
Total expenses$10M
Net increase / (decrease)$10.8M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Lake Forest College Retirement Plan For Faculty And Staff
Participants per plan587Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Lake Forest College Retirement Plan For Faculty And Staff$137M
    Plan #001 · 858 participants · 2023
  2. 2
    Lake Forest College Group Life And Health Plansnot reported in the loaded dataset
    Plan #501 · 315 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Lake Forest College. Open one for its full reported snapshot.

  1. 2023
    Lake Forest College Group Life And Health Plans315 participants · 2No schedules
    View filing →
  2. 2023
    Lake Forest College Retirement Plan For Faculty And Staff858 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Lake Forest College report on Form 5500?
Lake Forest College (EIN 36-2167770) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Lake Forest College?
The Employer Identification Number (EIN) reported for Lake Forest College is 36-2167770.
What is the latest Form 5500 filing year for Lake Forest College?
The latest loaded Form 5500 filing year for Lake Forest College is 2023.

Related Form 5500 pages