Plan5500

B. C. Ziegler And Company — 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, B. C. Ziegler And Company (EIN 39-0727640) 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
39-0727640
Location
Chicago, IL
Loaded plans
7
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 B. C. Ziegler And Company

  • 7 loaded plans hold $98.9M in reported assets.
  • The largest, Ziegler 401(K) Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,303 reported participants.
  • 1 of 7 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$98.9MSummed across loaded plans$98,868,966
Total reported assets$98.9M$98,868,966
Total reported participants1.3K1,303
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$98.9M total assets
Net assets$98.9MLiabilities$0
Contributions & income
Employer contributions$1.3M
Participant contributions$2.9M
Total income / additions$20.9M
Expenses & distributions
Benefits paid / distributions$8M
Total expenses$8.1M
Net increase / (decrease)$12.9M

Data coverage

Plans with financial statements1 / 7 (14%)
Plans with provider compensation1 / 7 (14%)

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%Ziegler 401(K) Retirement Plan
Participants per plan186Average across loaded plans
Loaded plans7
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Ziegler 401(K) Retirement Plan$98.9M
    Plan #002 · 318 participants · 2023
  2. 2
    Long Term Disabilitynot reported in the loaded dataset
    Plan #510 · 191 participants · 2023
  3. 3
    Dental Plannot reported in the loaded dataset
    Plan #514 · 191 participants · 2023
  4. 4
    Accidental Death And Dismembermentnot reported in the loaded dataset
    Plan #516 · 191 participants · 2023
  5. 5
    B.C. Ziegler Business Travelnot reported in the loaded dataset
    Plan #501 · 171 participants · 2023
  6. 6
    Bc Ziegler & Company Benefit Plannot reported in the loaded dataset
    Plan #515 · 141 participants · 2023
  7. 7
    Vision Plannot reported in the loaded dataset
    Plan #517 · 100 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 B. C. Ziegler And Company. Open one for its full reported snapshot.

  1. 2023
    Long Term Disability191 participants · 2No schedules
    View filing →
  2. 2023
    Dental Plan191 participants · 2No schedules
    View filing →
  3. 2023
    Bc Ziegler & Company Benefit Plan141 participants · 2No schedules
    View filing →
  4. 2023
    Accidental Death And Dismemberment191 participants · 2No schedules
    View filing →
  5. 2023
    Vision Plan100 participants · 2No schedules
    View filing →
  6. 2023
    Ziegler 401(K) Retirement Plan318 participants · 2Sch HSch C
    View filing →
  7. 2023
    B.C. Ziegler Business Travel171 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does B. C. Ziegler And Company report on Form 5500?
B. C. Ziegler And Company (EIN 39-0727640) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for B. C. Ziegler And Company?
The Employer Identification Number (EIN) reported for B. C. Ziegler And Company is 39-0727640.
What is the latest Form 5500 filing year for B. C. Ziegler And Company?
The latest loaded Form 5500 filing year for B. C. Ziegler And Company is 2023.

Related Form 5500 pages