Plan5500

The Thresholds — 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, The Thresholds (EIN 36-2518901) is a plan sponsor located in Chicago, IL with 3 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
36-2518901
Location
Chicago, IL
Loaded plans
3
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 The Thresholds

  • 3 loaded plans hold $39.8M in reported assets.
  • The largest, The Thesholds And Affiliates Tax Sheltered Annuity And Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 3,466 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$39.8MSummed across loaded plans$39,837,266
Total reported assets$39.8M$39,837,266
Total reported participants3.5K3,466
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$39.8M total assets
Net assets$39.8MLiabilities$0
Contributions & income
Employer contributions$1.3M
Participant contributions$3M
Total income / additions$12.7M
Expenses & distributions
Benefits paid / distributions$9M
Total expenses$9M
Net increase / (decrease)$3.6M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

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%The Thesholds And Affiliates Tax Sheltered Annuity And Savings Plan
Participants per plan1,155Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    The Thesholds And Affiliates Tax Sheltered Annuity And Savings Plan$39.8M
    Plan #001 · 1,262 participants · 2023
  2. 2
    The Thresholds Defined Contribution Retirement Plan$16.7K
    Plan #002 · 1,047 participants · 2023
  3. 3
    The Thresholds Health & Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 1,157 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 The Thresholds. Open one for its full reported snapshot.

  1. 2023
    The Thresholds Health & Welfare Benefit Plan1,157 participants · 2No schedules
    View filing →
  2. 2023
    The Thresholds Defined Contribution Retirement Plan1,047 participants · 2Sch HSch C
    View filing →
  3. 2023
    The Thesholds And Affiliates Tax Sheltered Annuity And Savings Plan1,262 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does The Thresholds report on Form 5500?
The Thresholds (EIN 36-2518901) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for The Thresholds?
The Employer Identification Number (EIN) reported for The Thresholds is 36-2518901.
What is the latest Form 5500 filing year for The Thresholds?
The latest loaded Form 5500 filing year for The Thresholds is 2023.

Related Form 5500 pages