Plan5500

Mcdonnell Boehnen Hulbert & Berghoff Llp — 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, Mcdonnell Boehnen Hulbert & Berghoff Llp (EIN 36-4116391) is a plan sponsor located in Chicago, IL with 5 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
36-4116391
Location
Chicago, IL
Loaded plans
5
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 Mcdonnell Boehnen Hulbert & Berghoff Llp

  • 5 loaded plans hold $97.5M in reported assets.
  • The largest, Mcdonnell Boehnen Hulbert & Berghoff 401(K) And Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 597 reported participants.
  • 1 of 5 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$97.5MSummed across loaded plans$97,519,888
Total reported assets$97.5M$97,519,888
Total reported participants597
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$97.5M total assets
Net assets$97.5MLiabilities$0
Contributions & income
Employer contributions$1.4M
Participant contributions$1.7M
Total income / additions$21.8M
Expenses & distributions
Benefits paid / distributions$13.6M
Total expenses$13.5M
Net increase / (decrease)$8.3M

Data coverage

Plans with financial statements1 / 5 (20%)
Plans with provider compensation1 / 5 (20%)

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%Mcdonnell Boehnen Hulbert & Berghoff 401(K) And Profit Sharing Plan
Participants per plan119Average across loaded plans
Loaded plans5
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Mcdonnell Boehnen Hulbert & Berghoff 401(K) And Profit Sharing Plan$97.5M
    Plan #001 · 184 participants · 2023
  2. 2
    Mcdonnell Boehnen Hulbert & Berghoff Llp Disability Income Plannot reported in the loaded dataset
    Plan #502 · 111 participants · 2023
  3. 3
    Mcdonnell Boehnen Hulbert & Berghoff Llp Life Insurance Plannot reported in the loaded dataset
    Plan #503 · 111 participants · 2023
  4. 4
    Mcdonnell Boehnen Hulbert & Berghoff Llp Dental Plannot reported in the loaded dataset
    Plan #504 · 106 participants · 2023
  5. 5
    Mcdonnell Boehnen Hulbert & Berghoff Llp Health Plannot reported in the loaded dataset
    Plan #501 · 85 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 Mcdonnell Boehnen Hulbert & Berghoff Llp. Open one for its full reported snapshot.

  1. 2023
    Mcdonnell Boehnen Hulbert & Berghoff Llp Health Plan85 participants · 2No schedules
    View filing →
  2. 2023
    Mcdonnell Boehnen Hulbert & Berghoff Llp Disability Income Plan111 participants · 2No schedules
    View filing →
  3. 2023
    Mcdonnell Boehnen Hulbert & Berghoff Llp Life Insurance Plan111 participants · 2No schedules
    View filing →
  4. 2023
    Mcdonnell Boehnen Hulbert & Berghoff Llp Dental Plan106 participants · 2No schedules
    View filing →
  5. 2023
    Mcdonnell Boehnen Hulbert & Berghoff 401(K) And Profit Sharing Plan184 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Mcdonnell Boehnen Hulbert & Berghoff Llp report on Form 5500?
Mcdonnell Boehnen Hulbert & Berghoff Llp (EIN 36-4116391) reports 5 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Mcdonnell Boehnen Hulbert & Berghoff Llp?
The Employer Identification Number (EIN) reported for Mcdonnell Boehnen Hulbert & Berghoff Llp is 36-4116391.
What is the latest Form 5500 filing year for Mcdonnell Boehnen Hulbert & Berghoff Llp?
The latest loaded Form 5500 filing year for Mcdonnell Boehnen Hulbert & Berghoff Llp is 2023.

Related Form 5500 pages