The Catherine Cook School — 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 Catherine Cook School (EIN 36-2836473) is a plan sponsor located in Chicago, 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
36-2836473
Location
Chicago, 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 The Catherine Cook School

  • 2 loaded plans hold $13.5M in reported assets.
  • The largest, The Catherine Cook School 403(B) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 301 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$13.5MSummed across loaded plans$13,512,464
Total reported assets$13.5M$13,512,464
Total reported participants301
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$13.5M total assets
Net assets$13.5MLiabilities$0
Contributions & income
Employer contributions$541.6K
Participant contributions$722.3K
Total income / additions$3.5M
Expenses & distributions
Benefits paid / distributions$1.5M
Total expenses$1.5M
Net increase / (decrease)$2M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

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 Catherine Cook School 403(B) Plan
Participants per plan151Average 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
    Plan #002 · 203 participants · 2023
  2. 2
    The Catherine Cook School Welfare Plannot reported in the loaded dataset
    Plan #501 · 98 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for The Catherine Cook School. Open one for its full reported snapshot.

  1. 2023
    The Catherine Cook School Welfare Plan98 participants · 2No schedules
    View filing →
  2. 2023
    The Catherine Cook School 403(B) Plan203 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does The Catherine Cook School report on Form 5500?
The Catherine Cook School (EIN 36-2836473) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for The Catherine Cook School?
The Employer Identification Number (EIN) reported for The Catherine Cook School is 36-2836473.
What is the latest Form 5500 filing year for The Catherine Cook School?
The latest loaded Form 5500 filing year for The Catherine Cook School is 2023.

Related Form 5500 pages