Plan5500

Clausen Miller Pc — 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, Clausen Miller Pc (EIN 36-2921056) 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
36-2921056
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 Clausen Miller Pc

  • 3 loaded plans hold $74.2M in reported assets.
  • The largest, Clausen Miller, P.C. 401k Retirement Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 599 reported participants.
  • 1 of 3 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$74.2MSummed across loaded plans$74,193,084
Total reported assets$74.2M$74,193,084
Total reported participants599
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$74.2M total assets
Net assets$74.2MLiabilities$0
Contributions & income
Employer contributions$306K
Participant contributions$1.6M
Total income / additions$13.4M
Expenses & distributions
Benefits paid / distributions$8.4M
Total expenses$8.4M
Net increase / (decrease)$4.9M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation0 / 3 ()

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%Clausen Miller, P.C. 401k Retirement Savings Plan
Participants per plan200Average 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
    Clausen Miller, P.C. 401k Retirement Savings Plan$74.2M
    Plan #002 · 285 participants · 2023
  2. 2
    Group Disability Plan For All Ful Ltime Employeesnot reported in the loaded dataset
    Plan #502 · 163 participants · 2023
  3. 3
    Group Life Health Plan For All Employeesnot reported in the loaded dataset
    Plan #501 · 151 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 Clausen Miller Pc. Open one for its full reported snapshot.

  1. 2023
    Clausen Miller, P.C. 401k Retirement Savings Plan285 participants · 2Sch H
    View filing →
  2. 2023
    Group Life Health Plan For All Employees151 participants · 2No schedules
    View filing →
  3. 2023
    Group Disability Plan For All Ful Ltime Employees163 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Clausen Miller Pc report on Form 5500?
Clausen Miller Pc (EIN 36-2921056) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Clausen Miller Pc?
The Employer Identification Number (EIN) reported for Clausen Miller Pc is 36-2921056.
What is the latest Form 5500 filing year for Clausen Miller Pc?
The latest loaded Form 5500 filing year for Clausen Miller Pc is 2023.

Related Form 5500 pages