North Shore Trust And Savings — 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, North Shore Trust And Savings (EIN 87-2522769) is a plan sponsor located in Waukegan, 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
87-2522769
Location
Waukegan, IL
Loaded plans
1
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 North Shore Trust And Savings

  • 1 loaded plans hold $4.1M in reported assets.
  • The largest, North Shore Trust And Savings Esop, holds 100% of this company's reported plan assets.
  • Plans cover 31 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$133.9KSummed across loaded plans$133,869
Total reported assets$4.1M$4,106,760
Total reported participants31
Total reported liabilities$4M$3,972,891

Reported net position

Reported assets = net assets + liabilities (summed)$4.1M total assets
Net assets$133.9KLiabilities$4M
Contributions & income
Employer contributions$307.5K
Participant contributionsNot reported
Total income / additions$39.7K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$134.7K
Net increase / (decrease)-$95K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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%North Shore Trust And Savings Esop
Participants per plan31Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #001 · 31 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for North Shore Trust And Savings. Open one for its full reported snapshot.

  1. 2023
    North Shore Trust And Savings Esop31 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does North Shore Trust And Savings report on Form 5500?
North Shore Trust And Savings (EIN 87-2522769) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for North Shore Trust And Savings?
The Employer Identification Number (EIN) reported for North Shore Trust And Savings is 87-2522769.
What is the latest Form 5500 filing year for North Shore Trust And Savings?
The latest loaded Form 5500 filing year for North Shore Trust And Savings is 2023.

Related Form 5500 pages