Plan5500

Learn Charter 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, Learn Charter School (EIN 36-4439074) is a plan sponsor located in Chicago, IL with 1 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
36-4439074
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 Learn Charter School

  • 2 loaded plans hold $7.9M in reported assets.
  • The largest, Learn Charter School 403(B) Dc Plan And Learn Charter School 403(B) Tda Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,644 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$7.9MSummed across loaded plans$7,866,695
Total reported assets$7.9M$7,866,695
Total reported participants1.6K1,644
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$7.9M total assets
Net assets$7.9MLiabilities—
Contributions & income
Employer contributions$664K
Participant contributions$337.7K
Total income / additions$1.8M
Expenses & distributions
Benefits paid / distributions$461.2K
Total expenses$461.2K
Net increase / (decrease)$1.4M

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%Learn Charter School 403(B) Dc Plan And Learn Charter School 403(B) Tda Plan
Participants per plan822Average 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
    Learn Charter School 403(B) Dc Plan And Learn Charter School 403(B) Tda Plan$7.9M
    Plan #001 · 1,053 participants · 2023
  2. 2
    Learn Charter School Wrap Plannot reported in the loaded dataset
    Plan #503 · 591 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 Learn Charter School. Open one for its full reported snapshot.

  1. 2023
    Learn Charter School Wrap Plan591 participants · 2No schedules
    View filing →
  2. 2023
    Learn Charter School 403(B) Dc Plan And Learn Charter School 403(B) Tda Plan1,053 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Learn Charter School report on Form 5500?
Learn Charter School (EIN 36-4439074) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Learn Charter School?
The Employer Identification Number (EIN) reported for Learn Charter School is 36-4439074.
What is the latest Form 5500 filing year for Learn Charter School?
The latest loaded Form 5500 filing year for Learn Charter School is 2023.

Related Form 5500 pages