2023 Form 5500 filing — Heitman Employees Advantage Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240903140019NAL0009221139001) for Heitman Employees Advantage Retirement Plan, reported by Heitman LLC under EIN 36-4263867 and plan number 001. It reports 431 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903140019NAL0009221139001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heitman LLC
- EIN
- 36-4263867
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 431
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $78,714,990
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $78,714,990
- Employer contributions
- $1,239,363
- Participant contributions
- $4,620,083
- Total income / additions
- $18,551,384
- Benefits paid
- $5,328,978
- Administrative expenses
- $226,652
- Total expenses
- $5,555,630
- Net increase / (decrease)
- $12,995,754
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY EMPLOYER | $149,057 | $0 |
| Sageview | RETAINED BY THE EMPLOYER | $53,395 | not reported in the loaded dataset |
| Rsm Us Llp | AUDITOR | $24,200 | not reported in the loaded dataset |